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W.R. Berkley
WRB

Overview Fund Activity

348 hedge funds and large institutions have $5.3B invested in W.R. Berkley in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
–
Holders Change %
0%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
34
Increased
137
Reduced
99
Closed
29
Calls
$1.83M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
-$1.24M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
$127M
2
Victory Capital Management
Victory Capital Management
Texas
$88.3M
3
PI
PGGM Investments
Netherlands
$36.2M
4
EVM
Eaton Vance Management
Massachusetts
$22.7M
5
BFA
BlackRock Fund Advisors
California
$270M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2M
3
FMI
Fiduciary Management Inc
Wisconsin
$63.4M
4
Renaissance Technologies
Renaissance Technologies
New York
$4.02M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
201
LS Investment Advisors
Michigan
$810K +$101K +5,707 +14%
Nomura Asset Management
202
Nomura Asset Management
Japan
$771K +$7.19K +405 +0.9%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$767K +$15.7K +884 +2%
AB
204
Amalgamated Bank
New York
$761K +$75.3K +4,357 +11%
RCM
205
Riverhead Capital Management
Delaware
$738K -$1.88M -105,958 -72%
CAM
206
Capstone Asset Management
Texas
$734K +$5.52K +311 +0.8%
FBC
207
Fairfield, Bush & Co
Connecticut
$731K +$9.16K +516 +1%
CS
208
Candriam SCA
Luxembourg
$714K -$9.94K -560 -1%
SAM
209
Securian Asset Management
Minnesota
$712K -$80.5K -4,530 -10%
LS
210
Livforsakringsbolaget Skandia
Sweden
$694K – – –
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$671K – – –
TP
212
Truvvo Partners
New York
$670K +$670K +37,726 New
WCWM
213
Willow Creek Wealth Management
California
$657K – – –
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
$618K -$379K -21,333 -38%
Rafferty Asset Management
215
Rafferty Asset Management
New York
$618K -$150K -8,478 -20%
ACM
216
Argentus Capital Management
Texas
$601K +$116K +6,507 +24%
Tudor Investment Corp
217
Tudor Investment Corp
Connecticut
$589K -$335K -18,833 -36%
SCCM
218
Schafer Cullen Capital Management
New York
$588K -$387K -21,809 -40%
SCM
219
Shelton Capital Management
Colorado
$583K +$124 +7 +0%
AP
220
AHL Partners
United Kingdom
$582K -$516K -29,059 -47%
IRF
221
IBM Retirement Fund
New York
$580K -$11.7K -658 -2%
MBA
222
McQueen Ball & Associates
Pennsylvania
$575K – – –
Brown Advisory
223
Brown Advisory
Maryland
$555K +$114K +6,447 +26%
MYAM
224
Meiji Yasuda Asset Management
Japan
$550K +$550K +30,972 New
DIA
225
Dean Investment Associates
Ohio
$545K -$3.36K -189 -0.6%
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9
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