W.R. Berkley
322 hedge funds and large institutions have $4.22B invested in W.R. Berkley in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 20 closing their positions.
75% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 20
13% more capital invested
Capital invested by funds: $3.73B → $4.22B (+$485M)
5.28% more ownership
Funds ownership: 235.53% → 240.81% (+5.3%)
4% more funds holding
Funds holding: 310 → 322 (+12)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 112
93% less call options, than puts
Call options by funds: $46K | Put options by funds: $658K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$51.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$28.1M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$20.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$14.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$32.3M |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
-$25.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$20.4M |
| 4 |
Bank of New York Mellon
New York
|
-$16.1M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$8.38M |
WRB Hedge Fund Activity: Q2 2014 in Review
322 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2014, worth a combined $4.22B — up 13% from $3.73B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new WRB positions and 20 closed out — a net gain of 15 holders — while 106 added to existing stakes and 112 trimmed.
The largest buyer was Norges Bank, adding an estimated $51.6M. The largest seller was Eagle Capital Management (New York), cutting an estimated $32.3M.
- 322 institutional investors held W.R. Berkley (WRB) as of Q2 2014, up from 310 in Q1 2014.
- Funds reported $4.22B of W.R. Berkley stock for Q2 2014, up 13% quarter-over-quarter.
- 35 funds opened new W.R. Berkley positions in Q2 2014 and 20 closed out, a net change of +15 holders.
- The largest W.R. Berkley buyer in Q2 2014 was Norges Bank, an estimated $51.6M added.
- The largest W.R. Berkley seller in Q2 2014 was Eagle Capital Management (New York), an estimated $32.3M sold.
Based on aggregated 13F filings for Q2 2014.