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W.R. Berkley
657 hedge funds and large institutions have $10.3B invested in W.R. Berkley in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 222 increasing their positions, 265 reducing their positions, and 98 closing their positions.
New
Increased
Maintained
Reduced
Closed
3% less ownership
Funds ownership: 103.13% → 100.13% (-3%)
5% less funds holding
Funds holding: 689 → 657 (-32)
8% less capital invested
Capital invested by funds: $11.2B → $10.3B (-$878M)
16% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 265
25% less call options, than puts
Call options by funds: $3.67M | Put options by funds: $4.88M
30% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 98
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Holders
657
Holders Change
-32
Holders Change %
-4.64%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
69
Increased
222
Reduced
265
Closed
98
Calls
$3.67M
Puts
$4.88M
Net Calls
-$1.21M
Net Calls Change
-$1.91M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$81M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$77.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$43.3M |
| 4 |
Morgan Stanley
New York
|
+$41.9M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$38.8M |
Top Sellers
| 1 |
Capital World Investors
Los Angeles,
California
|
-$138M |
| 2 |
Citigroup
New York
|
-$115M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$85.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$74.2M |
| 5 |
First Eagle Investment Management
New York
|
-$65.5M |
