W.R. Berkley
448 hedge funds and large institutions have $7.3B invested in W.R. Berkley in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 130 increasing their positions, 190 reducing their positions, and 52 closing their positions.
7% more capital invested
Capital invested by funds: $6.8B → $7.3B (+$504M)
1.21% more ownership
Funds ownership: 159.67% → 160.88% (+1.2%)
10% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 52
0% more funds holding
Funds holding: 446 → 448 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
32% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 190
50% less call options, than puts
Call options by funds: $2.77M | Put options by funds: $5.56M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$81.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$66.8M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$46.7M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$43.2M |
| 5 |
Millennium Management
New York
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$73.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$69.8M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$27.6M |
| 4 |
First Eagle Investment Management
New York
|
-$26.8M |
| 5 |
BlackRock
New York
|
-$26.1M |
WRB Hedge Fund Activity: Q2 2020 in Review
448 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2020, worth a combined $7.3B — up 7.4% from $6.8B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new WRB positions and 52 closed out — a net gain of 5 holders — while 130 added to existing stakes and 190 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $81.7M. The largest seller was Invesco, cutting an estimated $73.4M.
- 448 institutional investors held W.R. Berkley (WRB) as of Q2 2020, up from 446 in Q1 2020.
- Funds reported $7.3B of W.R. Berkley stock for Q2 2020, up 7.4% quarter-over-quarter.
- 57 funds opened new W.R. Berkley positions in Q2 2020 and 52 closed out, a net change of +5 holders.
- The largest W.R. Berkley buyer in Q2 2020 was Citadel Advisors, an estimated $81.7M added.
- The largest W.R. Berkley seller in Q2 2020 was Invesco, an estimated $73.4M sold.
Based on aggregated 13F filings for Q2 2020.