W.R. Berkley
402 hedge funds and large institutions have $6.56B invested in W.R. Berkley in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 122 reducing their positions, and 45 closing their positions.
29% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 45
15% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 122
2.73% more ownership
Funds ownership: 242.73% → 245.46% (+2.7%)
3% more funds holding
Funds holding: 392 → 402 (+10)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less capital invested
Capital invested by funds: $7B → $6.56B (-$444M)
40% less call options, than puts
Call options by funds: $1.49M | Put options by funds: $2.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$77.2M |
| 2 |
Janus Henderson Group
London,
|
+$44.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.3M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$29.5M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$161M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$77.4M |
| 3 |
JP Morgan Chase
New York
|
-$19.6M |
| 4 |
PC
Polar Capital
London,
United Kingdom
|
-$9.03M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$7.55M |
WRB Hedge Fund Activity: Q4 2018 in Review
402 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2018, worth a combined $6.56B — down 6.3% from $7B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new WRB positions and 45 closed out — a net gain of 13 holders — while 140 added to existing stakes and 122 trimmed.
The largest buyer was BlackRock, adding an estimated $77.2M. The largest seller was Eagle Capital Management (New York), cutting an estimated $161M.
- 402 institutional investors held W.R. Berkley (WRB) as of Q4 2018, up from 392 in Q3 2018.
- Funds reported $6.56B of W.R. Berkley stock for Q4 2018, down 6.3% quarter-over-quarter.
- 58 funds opened new W.R. Berkley positions in Q4 2018 and 45 closed out, a net change of +13 holders.
- The largest W.R. Berkley buyer in Q4 2018 was BlackRock, an estimated $77.2M added.
- The largest W.R. Berkley seller in Q4 2018 was Eagle Capital Management (New York), an estimated $161M sold.
Based on aggregated 13F filings for Q4 2018.