W.R. Berkley
715 hedge funds and large institutions have $13.1B invested in W.R. Berkley in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 266 increasing their positions, 236 reducing their positions, and 45 closing their positions.
165% more call options, than puts
Call options by funds: $6.46M | Put options by funds: $2.44M
136% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 45
13% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 236
9% more capital invested
Capital invested by funds: $11.9B → $13.1B (+$1.13B)
7% more funds holding
Funds holding: 667 → 715 (+48)
2.7% less ownership
Funds ownership: 104.55% → 101.85% (-2.7%)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$639M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$39.8M |
| 3 |
BlackRock
New York
|
+$39.6M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$36.7M |
| 5 |
Man Group
London,
United Kingdom
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$162M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$89.5M |
| 3 |
First Eagle Investment Management
New York
|
-$55.6M |
| 4 |
JCM
Junto Capital Management
New York
|
-$55.5M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$40.6M |
WRB Hedge Fund Activity: Q4 2022 in Review
715 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2022, worth a combined $13.1B — up 9.5% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new WRB positions and 45 closed out — a net gain of 61 holders — while 266 added to existing stakes and 236 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $639M. The largest seller was Janus Henderson Group, cutting an estimated $162M.
- 715 institutional investors held W.R. Berkley (WRB) as of Q4 2022, up from 667 in Q3 2022.
- Funds reported $13.1B of W.R. Berkley stock for Q4 2022, up 9.5% quarter-over-quarter.
- 106 funds opened new W.R. Berkley positions in Q4 2022 and 45 closed out, a net change of +61 holders.
- The largest W.R. Berkley buyer in Q4 2022 was Morgan Stanley, an estimated $639M added.
- The largest W.R. Berkley seller in Q4 2022 was Janus Henderson Group, an estimated $162M sold.
Based on aggregated 13F filings for Q4 2022.