We are live on ! Find out more
WRB icon

W.R. Berkley

328 hedge funds and large institutions have $4.09B invested in W.R. Berkley in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

49% more call options, than puts

Call options by funds: $910K | Put options by funds: $611K

8% more funds holding

Funds holding: 305328 (+23)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less capital invested

Capital invested by funds: $4.11B → $4.09B (-$15.2M)

4.53% less ownership

Funds ownership: 240.65%236.12% (-4.5%)

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 130

Holders
328
Holders Change
+23
Holders Change %
+7.54%
% of All Funds
9.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
44
Increased
99
Reduced
130
Closed
17
Calls
$910K
Puts
$611K
Net Calls
+$299K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
201
Utah Retirement Systems
Utah
$835K
WCM
202
Winton Capital Management
United Kingdom
$811K -$771K -60,079 -49%
Allianz Asset Management
203
Allianz Asset Management
Germany
$803K +$574K +44,732 +252%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$786K -$14.1K -1,097 -2%
PA
205
Profund Advisors
Maryland
$778K -$52.8K -4,117 -6%
SIM
206
Spark Investment Management
New York
$763K +$762K +59,400 New
AIP
207
Ameritas Investment Partners
Nebraska
$748K -$6.02K -469 -0.8%
SHA
208
Smith Hayes Advisers
Nebraska
$704K +$17.3K +1,350 +3%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$696K +$103K +8,033 +17%
SAM
210
Securian Asset Management
Minnesota
$686K -$22.2K -1,728 -3%
HI
211
HBK Investments
Texas
$686K +$83.1K +6,477 +14%
FBC
212
Fairfield, Bush & Co
Connecticut
$678K
B
213
Baird
Wisconsin
$677K -$35.1K -2,734 -5%
Nomura Asset Management
214
Nomura Asset Management
Japan
$673K -$73.2K -5,704 -10%
CAM
215
Capstone Asset Management
Texas
$668K -$346K -26,990 -34%
COPPSERS
216
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$666K -$8.88K -692 -1%
ACI
217
Advance Capital I
Michigan
$664K +$221K +17,213 +50%
ACI
218
AMP Capital Investors
Australia
$654K +$341K +26,562 +108%
BFS
219
Bradley Foster & Sargent
Connecticut
$649K -$860 -67 -0.1%
TMAM
220
Tokio Marine Asset Management
Japan
$624K -$31.5K -2,454 -5%
VKH
221
Virtu KCG Holdings
New York
$613K -$83.2K -6,483 -12%
PP
222
Paloma Partners
Connecticut
$583K -$537K -41,829 -48%
OI
223
Oakbrook Investments
Illinois
$581K -$47.7K -3,713 -8%
ZCM
224
Zebra Capital Management
Connecticut
$567K +$566K +44,101 New
Asset Management One
225
Asset Management One
Japan
$545K -$1.78M -138,571 -76%

WRB Hedge Fund Activity: Q4 2013 in Review

328 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2013, worth a combined $4.09B — down 0.37% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WRB positions and 17 closed out — a net gain of 27 holders — while 99 added to existing stakes and 130 trimmed.

The largest buyer was Carlson Capital, opening a new position worth an estimated $31.8M. The largest seller was Goldman Sachs, cutting an estimated $66M.

  • 328 institutional investors held W.R. Berkley (WRB) as of Q4 2013, up from 305 in Q3 2013.
  • Funds reported $4.09B of W.R. Berkley stock for Q4 2013, down 0.37% quarter-over-quarter.
  • 44 funds opened new W.R. Berkley positions in Q4 2013 and 17 closed out, a net change of +27 holders.
  • The largest W.R. Berkley buyer in Q4 2013 was Carlson Capital, an estimated $31.8M added.
  • The largest W.R. Berkley seller in Q4 2013 was Goldman Sachs, an estimated $66M sold.

Based on aggregated 13F filings for Q4 2013.