W.R. Berkley
354 hedge funds and large institutions have $4.74B invested in W.R. Berkley in 2015 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 123 reducing their positions, and 28 closing their positions.
565% more call options, than puts
Call options by funds: $9.11M | Put options by funds: $1.37M
57% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 28
4% more funds holding
Funds holding: 340 → 354 (+14)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less capital invested
Capital invested by funds: $4.76B → $4.74B (-$27.4M)
9% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 123
2.91% less ownership
Funds ownership: 239.68% → 236.77% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$19.2M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$12.6M |
| 3 |
Eagle Capital Management (New York)
New York
|
+$10.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$9.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
-$54.9M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$19.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$16.1M |
| 4 |
ZDA
Zweig-DiMenna Associates
New York
|
-$13.8M |
| 5 |
Bank of New York Mellon
New York
|
-$13M |
WRB Hedge Fund Activity: Q4 2015 in Review
354 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2015, worth a combined $4.74B — down 0.57% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WRB positions and 28 closed out — a net gain of 16 holders — while 112 added to existing stakes and 123 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $19.2M. The largest seller was Timucuan Asset Management, exiting entirely with an estimated $54.9M sold.
- 354 institutional investors held W.R. Berkley (WRB) as of Q4 2015, up from 340 in Q3 2015.
- Funds reported $4.74B of W.R. Berkley stock for Q4 2015, down 0.57% quarter-over-quarter.
- 44 funds opened new W.R. Berkley positions in Q4 2015 and 28 closed out, a net change of +16 holders.
- The largest W.R. Berkley buyer in Q4 2015 was Goldman Sachs, an estimated $19.2M added.
- The largest W.R. Berkley seller in Q4 2015 was Timucuan Asset Management, an estimated $54.9M sold.
Based on aggregated 13F filings for Q4 2015.