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W.R. Berkley

351 hedge funds and large institutions have $6.06B invested in W.R. Berkley in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 131 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $422K

3% less capital invested

Capital invested by funds: $6.25B → $6.06B (-$193M)

4% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 131

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 355351 (-4)

3.1% less ownership

Funds ownership: 247.07%243.97% (-3.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
351
Holders Change
-4
Holders Change %
-1.13%
% of All Funds
8.75%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
29
Increased
126
Reduced
131
Closed
32
Calls
$1.01M
Puts
$422K
Net Calls
+$593K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
201
Brown Advisory
Maryland
$896K +$68.8K +3,399 +8%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$894K -$3.16M -156,104 -78%
WG
203
Winton Group
United Kingdom
$890K +$879K +43,443 New
CAM
204
Capstone Asset Management
Texas
$889K +$21.9K +1,080 +3%
LIA
205
LS Investment Advisors
Michigan
$874K +$87.6K +4,330 +11%
AAMU
206
AEGON Asset Management (UK)
United Kingdom
$853K -$25.7K -1,272 -3%
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$850K +$839K +41,462 New
SAM
208
Securian Asset Management
Minnesota
$847K -$11.8K -584 -1%
TP
209
Truvvo Partners
New York
$814K
TCOV
210
Trust Company of Vermont
Vermont
$798K -$8.52K -421 -1%
AC
211
Allstate Corporation
Illinois
$792K +$783K +38,664 New
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$783K -$6.88M -339,887 -90%
ECM
213
Elgethun Capital Management
South Dakota
$781K
DCM
214
Dupont Capital Management
Delaware
$777K
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$775K -$10.7K -527 -1%
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$772K
LIM
217
Leavell Investment Management
Alabama
$764K
WCWM
218
Willow Creek Wealth Management
California
$758K
DIA
219
Dean Investment Associates
Ohio
$746K +$24K +1,185 +3%
PA
220
Profund Advisors
Maryland
$727K -$424K -20,928 -37%
CA
221
Commerzbank Aktiengesellschaft
Germany
$722K -$136K -6,726 -16%
KBC Group
222
KBC Group
Belgium
$721K
FCM
223
Flinton Capital Management
Pennsylvania
$717K +$218K +10,787 +45%
RCM
224
Riverhead Capital Management
Delaware
$709K +$216K +10,658 +44%
TAF
225
Tredje AP-fonden
Sweden
$680K -$879K -43,412 -57%