W.R. Berkley
374 hedge funds and large institutions have $6.27B invested in W.R. Berkley in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 123 increasing their positions, 127 reducing their positions, and 36 closing their positions.
42% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 36
7% more capital invested
Capital invested by funds: $5.87B → $6.27B (+$408M)
4% more funds holding
Funds holding: 360 → 374 (+14)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 127
1.79% less ownership
Funds ownership: 244.59% → 242.79% (-1.8%)
42% less call options, than puts
Call options by funds: $216K | Put options by funds: $373K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$63.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$47.2M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$31.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19M |
| 5 |
Millennium Management
New York
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$32M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$31.2M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$23.2M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$23.2M |
| 5 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$18.1M |
WRB Hedge Fund Activity: Q4 2017 in Review
374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2017, worth a combined $6.27B — up 7% from $5.87B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new WRB positions and 36 closed out — a net gain of 15 holders — while 123 added to existing stakes and 127 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $63.8M. The largest seller was PGGM Investments, cutting an estimated $32M.
- 374 institutional investors held W.R. Berkley (WRB) as of Q4 2017, up from 360 in Q3 2017.
- Funds reported $6.27B of W.R. Berkley stock for Q4 2017, up 7% quarter-over-quarter.
- 51 funds opened new W.R. Berkley positions in Q4 2017 and 36 closed out, a net change of +15 holders.
- The largest W.R. Berkley buyer in Q4 2017 was Citadel Advisors, an estimated $63.8M added.
- The largest W.R. Berkley seller in Q4 2017 was PGGM Investments, an estimated $32M sold.
Based on aggregated 13F filings for Q4 2017.