W.R. Berkley
328 hedge funds and large institutions have $4.22B invested in W.R. Berkley in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 17 closing their positions.
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: 305 → 328 (+23)
2% more capital invested
Capital invested by funds: $4.13B → $4.22B (+$83.7M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4.54% less ownership
Funds ownership: 240.65% → 236.1% (-4.5%)
25% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$31.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$19.6M |
| 3 |
Eagle Capital Management (New York)
New York
|
+$13.3M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$13.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$28.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$26.7M |
| 4 |
FAM
Foundation Asset Management
White Plains,
New York
|
-$16.3M |
| 5 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$15.5M |
WRB Hedge Fund Activity: Q4 2013 in Review
328 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2013, worth a combined $4.22B — up 2% from $4.13B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WRB positions and 17 closed out — a net gain of 27 holders — while 98 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 $4.22B of W.R. Berkley stock for Q4 2013, up 2% 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.