W.R. Berkley
350 hedge funds and large institutions have $4.91B invested in W.R. Berkley in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 38 closing their positions.
162% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $928K
3.67% more ownership
Funds ownership: 236.77% → 240.43% (+3.7%)
9% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 112
4% more capital invested
Capital invested by funds: $4.74B → $4.91B (+$171M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
8% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 38
1% less funds holding
Funds holding: 354 → 350 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$35.1M |
| 2 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$22M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$21.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19.7M |
| 5 |
Renaissance Technologies
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$67.6M |
| 2 |
Millennium Management
New York
|
-$30.9M |
| 3 |
Eagle Capital Management (New York)
New York
|
-$11M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$8.3M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$7.59M |
WRB Hedge Fund Activity: Q1 2016 in Review
350 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2016, worth a combined $4.91B — up 3.6% from $4.74B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of WRB and 35 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 122 added.
The largest buyer was Victory Capital Management, adding an estimated $35.1M. The largest seller was JP Morgan Chase, cutting an estimated $67.6M.
- 350 institutional investors held W.R. Berkley (WRB) as of Q1 2016, down from 354 in Q4 2015.
- Funds reported $4.91B of W.R. Berkley stock for Q1 2016, up 3.6% quarter-over-quarter.
- 35 funds opened new W.R. Berkley positions in Q1 2016 and 38 closed out, a net change of -3 holders.
- The largest W.R. Berkley buyer in Q1 2016 was Victory Capital Management, an estimated $35.1M added.
- The largest W.R. Berkley seller in Q1 2016 was JP Morgan Chase, an estimated $67.6M sold.
Based on aggregated 13F filings for Q1 2016.