W.R. Berkley
726 hedge funds and large institutions have $12.6B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 250 increasing their positions, 234 reducing their positions, and 54 closing their positions.
128% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 54
14% more capital invested
Capital invested by funds: $11B → $12.6B (+$1.52B)
9% more funds holding
Funds holding: 664 → 726 (+62)
2.45% more ownership
Funds ownership: 100.98% → 103.43% (+2.5%)
7% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 234
1% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $14.6M
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$189M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$62.3M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$61.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$31.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$59.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$45.8M |
| 3 |
Morgan Stanley
New York
|
-$33.1M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$31.9M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$28M |
WRB Hedge Fund Activity: Q4 2023 in Review
726 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2023, worth a combined $12.6B — up 14% from $11B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new WRB positions and 54 closed out — a net gain of 69 holders — while 250 added to existing stakes and 234 trimmed.
The largest buyer was BlackRock, adding an estimated $189M. The largest seller was Millennium Management, cutting an estimated $59.8M.
- 726 institutional investors held W.R. Berkley (WRB) as of Q4 2023, up from 664 in Q3 2023.
- Funds reported $12.6B of W.R. Berkley stock for Q4 2023, up 14% quarter-over-quarter.
- 123 funds opened new W.R. Berkley positions in Q4 2023 and 54 closed out, a net change of +69 holders.
- The largest W.R. Berkley buyer in Q4 2023 was BlackRock, an estimated $189M added.
- The largest W.R. Berkley seller in Q4 2023 was Millennium Management, an estimated $59.8M sold.
Based on aggregated 13F filings for Q4 2023.