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W.R. Berkley

401 hedge funds and large institutions have $7.41B invested in W.R. Berkley in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 140 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $3.2M

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $6.56B → $7.41B (+$850M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 402401 (-1)

2.18% less ownership

Funds ownership: 245.46%243.28% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 140

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
125
Reduced
140
Closed
34
Calls
$5.97M
Puts
$3.2M
Net Calls
+$2.77M
Net Calls Change
+$3.77M

WRB Hedge Fund Activity: Q1 2019 in Review

401 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2019, worth a combined $7.41B — up 13% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WRB positions and 34 closed out — a net gain of 5 holders — while 125 added to existing stakes and 140 trimmed.

The largest buyer was APG Asset Management, adding an estimated $32.4M. The largest seller was Victory Capital Management, cutting an estimated $55.2M.

  • 401 institutional investors held W.R. Berkley (WRB) as of Q1 2019, down from 402 in Q4 2018.
  • Funds reported $7.41B of W.R. Berkley stock for Q1 2019, up 13% quarter-over-quarter.
  • 39 funds opened new W.R. Berkley positions in Q1 2019 and 34 closed out, a net change of +5 holders.
  • The largest W.R. Berkley buyer in Q1 2019 was APG Asset Management, an estimated $32.4M added.
  • The largest W.R. Berkley seller in Q1 2019 was Victory Capital Management, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2019.