Markel Group
517 hedge funds and large institutions have $11.5B invested in Markel Group in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 164 reducing their positions, and 54 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
9% more capital invested
Capital invested by funds: $10.6B → $11.5B (+$932M)
6% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 164
2% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 54
0.48% less ownership
Funds ownership: 76.71% → 76.23% (-0.48%)
1% less funds holding
Funds holding: 523 → 517 (-6)
46% less call options, than puts
Call options by funds: $17.7M | Put options by funds: $32.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$51.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$51.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$38.4M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$37M |
| 5 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$153M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$124M |
| 3 |
BlackRock
New York
|
-$74.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$14M |
| 5 |
Renaissance Technologies
New York
|
-$12.6M |
MKL Hedge Fund Activity: Q2 2019 in Review
517 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2019, worth a combined $11.5B — up 8.8% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new MKL positions and 54 closed out — a net gain of 1 holder — while 174 added to existing stakes and 164 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $51.9M. The largest seller was Capital International Investors, exiting entirely with an estimated $153M sold.
- 517 institutional investors held Markel Group (MKL) as of Q2 2019, down from 523 in Q1 2019.
- Funds reported $11.5B of Markel Group stock for Q2 2019, up 8.8% quarter-over-quarter.
- 55 funds opened new Markel Group positions in Q2 2019 and 54 closed out, a net change of +1 holder.
- The largest Markel Group buyer in Q2 2019 was Nuveen, an estimated $51.9M added.
- The largest Markel Group seller in Q2 2019 was Capital International Investors, an estimated $153M sold.
Based on aggregated 13F filings for Q2 2019.