W.R. Berkley
317 hedge funds and large institutions have $4.33B invested in W.R. Berkley in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 126 reducing their positions, and 22 closing their positions.
2.77% more ownership
Funds ownership: 240.81% → 243.57% (+2.8%)
3% more capital invested
Capital invested by funds: $4.22B → $4.33B (+$115M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
2% less funds holding
Funds holding: 322 → 317 (-5)
22% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 126
86% less call options, than puts
Call options by funds: $29K | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$65.9M |
| 2 |
Citigroup
New York
|
+$34.5M |
| 3 |
Jennison Associates
New York
|
+$15M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.1M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$51.2M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$19.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$16.5M |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$12.5M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$10.4M |
WRB Hedge Fund Activity: Q3 2014 in Review
317 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2014, worth a combined $4.33B — up 2.7% from $4.22B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of WRB and 20 opened new positions — a net loss of 2 holders — while 126 trimmed existing stakes and 98 added.
The largest buyer was Boston Partners, adding an estimated $65.9M. The largest seller was Citadel Advisors, cutting an estimated $51.2M.
- 317 institutional investors held W.R. Berkley (WRB) as of Q3 2014, down from 322 in Q2 2014.
- Funds reported $4.33B of W.R. Berkley stock for Q3 2014, up 2.7% quarter-over-quarter.
- 20 funds opened new W.R. Berkley positions in Q3 2014 and 22 closed out, a net change of -2 holders.
- The largest W.R. Berkley buyer in Q3 2014 was Boston Partners, an estimated $65.9M added.
- The largest W.R. Berkley seller in Q3 2014 was Citadel Advisors, an estimated $51.2M sold.
Based on aggregated 13F filings for Q3 2014.