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W.R. Berkley
WRB

492 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 143 increasing their positions, 169 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more funds holding

Funds holding: 440 → 492 (+52)

0.41% less ownership

Funds ownership: 159.13% → 158.72% (-0.41%)

4% less capital invested

Capital invested by funds: $9.35B → $8.94B (-$411M)

12% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.96M

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 169

Holders
492
Holders Change
+52
Holders Change %
+11.82%
% of All Funds
9.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
101
Increased
143
Reduced
169
Closed
39
Calls
$1.72M
Puts
$1.96M
Net Calls
-$242K
Net Calls Change
-$421K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$163M
2
State Street
State Street
Massachusetts
+$112M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$65.3M
4
Millennium Management
Millennium Management
New York
+$50.4M
5
N
Nuveen
North Carolina
+$37.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$288M
2
Boston Partners
Boston Partners
Massachusetts
-$66.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$61.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
176
Assenagon Asset Management
Luxembourg
$2.4M -$4.41M -142,848 -65%
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$2.39M -$5.17M -167,357 -68%
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$2.39M +$1M +32,501 +72%
Aviva
179
Aviva
United Kingdom
$2.37M -$112K -3,641 -5%
MFG
180
MidWestOne Financial Group
Iowa
$2.36M +$2.37M +76,883 New
MYAM
181
Meiji Yasuda Asset Management
Japan
$2.36M +$15.3K +495 +0.6%
AB
182
Amalgamated Bank
New York
$2.35M +$302K +9,792 +15%
Marshall Wace
183
Marshall Wace
United Kingdom
$2.31M +$2.32M +75,179 New
SRAM
184
Stone Ridge Asset Management
New York
$2.31M – – –
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$2.27M +$556K +18,000 +32%
GIBU
186
Gulf International Bank (UK)
United Kingdom
$2.25M – – –
Nomura Asset Management
187
Nomura Asset Management
Japan
$2.24M -$1.11M -35,856 -33%
XK
188
Xact Kapitalforvaltning
Sweden
$2.22M +$82.2K +2,662 +4%
MAM
189
Meeder Asset Management
Ohio
$2.13M +$2.13M +68,850 +13,015%
GWCM
190
Godshalk Welsh Capital Management
Pennsylvania
$2.13M – – –
VAS
191
Vestmark Advisory Solutions
Massachusetts
$2.07M +$69.5K +2,250 +3%
EGM
192
Engineers Gate Manager
New York
$2.03M +$2.04M +66,200 New
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$2.02M -$1.09M -35,212 -35%
ECM
194
ExodusPoint Capital Management
New York
$1.98M +$1.69M +54,628 +565%
PAM
195
Panagora Asset Management
Massachusetts
$1.95M +$483K +15,633 +33%
BCFS
196
Butensky & Cohen Financial Security
Florida
$1.94M -$21.1K -684 -1%
ETC
197
Exchange Traded Concepts
Oklahoma
$1.92M +$1.93M +62,471 New
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$1.91M -$39.9K -1,292 -2%
URS
199
Utah Retirement Systems
Utah
$1.9M +$13.9K +450 +0.7%
ASRS
200
Arizona State Retirement System
Arizona
$1.88M -$4.37M -141,615 -70%
6 7
8
9 10

WRB Hedge Fund Activity: Q4 2019 in Review

492 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2019, worth a combined $8.94B — down 4.4% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WRB positions and 39 closed out — a net gain of 62 holders — while 143 added to existing stakes and 169 trimmed.

The largest buyer was Vanguard Group, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $288M.

  • 492 institutional investors held W.R. Berkley (WRB) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $8.94B of W.R. Berkley stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 101 funds opened new W.R. Berkley positions in Q4 2019 and 39 closed out, a net change of +62 holders.
  • The largest W.R. Berkley buyer in Q4 2019 was Vanguard Group, an estimated $163M added.
  • The largest W.R. Berkley seller in Q4 2019 was BlackRock, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2019.