W.R. Berkley
664 hedge funds and large institutions have $12.6B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 234 increasing their positions, 212 reducing their positions, and 51 closing their positions.
116% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 51
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
10% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 212
8% more funds holding
Funds holding: 616 → 664 (+48)
1.22% more ownership
Funds ownership: 102.84% → 104.06% (+1.2%)
4% more capital invested
Capital invested by funds: $12.1B → $12.6B (+$449M)
24% less call options, than puts
Call options by funds: $3.2M | Put options by funds: $4.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$172M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$109M |
| 3 |
Morgan Stanley
New York
|
+$80.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.3M |
| 5 |
CF
Cantor Fitzgerald
New York
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNG
Manning & Napier Group
Fairport,
New York
|
-$112M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$112M |
| 3 |
First Eagle Investment Management
New York
|
-$81.9M |
| 4 |
Janus Henderson Group
London,
|
-$75.2M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$66.9M |
WRB Hedge Fund Activity: Q2 2022 in Review
664 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2022, worth a combined $12.6B — up 3.7% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new WRB positions and 51 closed out — a net gain of 59 holders — while 234 added to existing stakes and 212 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $172M. The largest seller was Manning & Napier Group, exiting entirely with an estimated $112M sold.
- 664 institutional investors held W.R. Berkley (WRB) as of Q2 2022, up from 616 in Q1 2022.
- Funds reported $12.6B of W.R. Berkley stock for Q2 2022, up 3.7% quarter-over-quarter.
- 110 funds opened new W.R. Berkley positions in Q2 2022 and 51 closed out, a net change of +59 holders.
- The largest W.R. Berkley buyer in Q2 2022 was First Trust Advisors, an estimated $172M added.
- The largest W.R. Berkley seller in Q2 2022 was Manning & Napier Group, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2022.