WCM
XL

Winton Capital Management’s XL Group Ltd. XL Stock Holding History

Winton Capital Management’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$52.3M Buy
1,672,396
+490,721
+42% +$14.6M 0.36% 89
2013
Q4 		$37.6M Buy
1,181,675
+395,738
+50% +$12.3M 0.34% 106
2013
Q3 		$24.2M Buy
785,937
+451,124
+135% +$14M 0.29% 133
2013
Q2 		$10.2M Buy
+334,813
New +$10.5M 0.12% 265

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winton Capital Management's XL Position: Q1 2014 in Review

Winton Capital Management increased its XL Group Ltd. (XL) stake by 42% in Q1 2014, buying an estimated $14.6M and bringing the position to 1,672,396 shares worth $52.3M. The position accounts for 0.36% of the portfolio, ranked #89.

Winton Capital Management first reported a position in XL in Q2 2013 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold XL as of Q1 2014.

  • Winton Capital Management held 1,672,396 shares of XL Group Ltd. worth $52.3M as of Q1 2014.
  • Winton Capital Management bought 490,721 XL Group Ltd. shares in Q1 2014, an estimated $14.6M.
  • XL Group Ltd. made up 0.36% of Winton Capital Management's portfolio in Q1 2014, its #89 holding.
  • Winton Capital Management first reported a position in XL Group Ltd. in Q2 2013 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.