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W.R. Berkley

357 hedge funds and large institutions have $5.82B invested in W.R. Berkley in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.11M

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $5.07B → $5.82B (+$749M)

3% more funds holding

Funds holding: 345357 (+12)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

0.91% more ownership

Funds ownership: 242.66%243.57% (+0.91%)

Holders
357
Holders Change
+12
Holders Change %
+3.48%
% of All Funds
8.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
47
Increased
127
Reduced
117
Closed
28
Calls
$3.19M
Puts
$1.11M
Net Calls
+$2.08M
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$548M +$17.7M +988,014 +4%
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$444M -$29.6M -1,647,442 -7%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$439M +$428K +23,837 +0.1%
Boston Partners
4
Boston Partners
Massachusetts
$333M +$5.46M +303,885 +2%
BFA
5
BlackRock Fund Advisors
California
$321M +$7.28M +405,243 +3%
State Street
6
State Street
Massachusetts
$253M -$949K -52,876 -0.4%
BIT
7
BlackRock Institutional Trust
California
$228M -$1.04M -57,790 -0.5%
ACM
8
Atlanta Capital Management
Georgia
$167M -$801K -44,627 -0.5%
Victory Capital Management
9
Victory Capital Management
Texas
$150M +$22.3M +1,242,118 +20%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$121M -$590K -32,869 -0.5%
JP Morgan Chase
11
JP Morgan Chase
New York
$111M +$791K +44,034 +0.8%
Citigroup
12
Citigroup
New York
$107M -$4.41M -245,734 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$94.5M -$1.02M -56,909 -1%
Goldman Sachs
14
Goldman Sachs
New York
$88.4M -$49.4M -2,753,973 -38%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$83.2M +$3.02M +168,224 +4%
Norges Bank
16
Norges Bank
Norway
$82.2M -$1.06M -58,887 -1%
Northern Trust
17
Northern Trust
Illinois
$76.6M +$16.3M +907,544 +30%
APG Asset Management
18
APG Asset Management
Netherlands
$73.3M -$5.01M -279,231 -7%
FMI
19
Fiduciary Management Inc
Wisconsin
$71.6M +$3.01M +167,731 +5%
SJIC
20
St. James Investment Company
Texas
$65.8M -$3.77M -210,175 -6%
EVM
21
Eaton Vance Management
Massachusetts
$61.4M +$9.66M +538,184 +21%
TCIM
22
TIAA CREF Investment Management
New York
$59.5M -$163K -9,096 -0.3%
BG
23
BlackRock Group
United Kingdom
$58.5M -$818K -45,569 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$56.1M +$45M +2,505,620 +737%
Bank of America
25
Bank of America
North Carolina
$52.3M +$3.26M +181,632 +7%