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W.R. Berkley
WRB

Overview Fund Activity

400 hedge funds and large institutions have $6.53B invested in W.R. Berkley in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+10
Holders Change %
+2.56%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
139
Reduced
122
Closed
45
Calls
$1.49M
Puts
$2.49M
Net Calls
-$1M
Net Calls Change
-$1.27M

Top Buyers

1
BlackRock
BlackRock
New York
$867M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$324M
3
Vanguard Group
Vanguard Group
Pennsylvania
$713M
4
ACM
Atlanta Capital Management
Georgia
$611M
5
APG Asset Management
APG Asset Management
Netherlands
$27.1M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.96M
2
Boston Partners
Boston Partners
Massachusetts
$202M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
4
PC
Polar Capital
United Kingdom
$73.2M
5
GI
GAMCO Investors
Connecticut
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Bayesian Capital Management
New York
$1.02M -$399K -18,225 -28%
FBC
202
Fairfield, Bush & Co
Connecticut
$1.01M -$7.16K -327 -0.7%
SVWA
203
Sound View Wealth Advisors
Georgia
$1.01M +$1.01M +46,065 New
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$970K +$189K +8,610 +24%
B
205
BP
United Kingdom
$960K – – –
MWNA
206
Marshall Wace North America
New York
$944K +$944K +43,085 New
NA
207
Neuburgh Advisers
California
$938K +$161K +7,350 +21%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$931K -$2.74K -125 -0.3%
DIA
209
Dean Investment Associates
Ohio
$899K +$9.09K +415 +1%
SAM
210
Securian Asset Management
Minnesota
$871K – – –
S
211
Seeyond
France
$868K +$868K +39,653 New
Robeco Institutional Asset Management
212
Robeco Institutional Asset Management
Netherlands
$867K – – –
LIM
213
Leavell Investment Management
Alabama
$828K +$4.65K +212 +0.6%
WCWM
214
Willow Creek Wealth Management
California
$810K – – –
OAM
215
Oppenheimer Asset Management
New York
$787K +$286K +13,065 +57%
M&T Bank
216
M&T Bank
New York
$785K +$10.7K +486 +1%
BTS
217
BB&T Securities
Virginia
$775K -$40.9K -1,869 -5%
TCOV
218
Trust Company of Vermont
Vermont
$773K – – –
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$767K +$71.7K +3,287 +10%
WG
220
Winton Group
United Kingdom
$761K +$461K +21,040 +154%
CGH
221
Crossmark Global Holdings
Texas
$751K -$248K -11,340 -25%
FWIA
222
Fort Washington Investment Advisors
Ohio
$732K – – –
Creative Planning
223
Creative Planning
Kansas
$708K +$110K +5,029 +18%
Franklin Resources
224
Franklin Resources
California
$700K +$18.2K +833 +3%
SO
225
STRS Ohio
Ohio
$697K -$164K -7,486 -19%
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