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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Evercore Wealth Management
New York
$330K
FCI
252
Financial Counselors Inc
Kansas
$328K -$64.3K -76 -16%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$327K
DAC
254
Dividend Assets Capital
South Carolina
$325K
DADC
255
D.A. Davidson & Co
Montana
$325K +$46.5K +55 +16%
AP
256
AHL Partners
United Kingdom
$324K +$342K +404 New
PL
257
Parkwood LLC
Ohio
$322K
CAM
258
Chesapeake Asset Management
New York
$321K
YMRC
259
Yorktown Management & Research Company
Virginia
$321K
HI
260
HBK Investments
Texas
$321K +$338K +400 New
MF
261
Magnetar Financial
Illinois
$318K +$335K +396 New
AB
262
Amalgamated Bank
New York
$317K +$4.23K +5 +1%
SI
263
Stephens Inc
Arkansas
$315K -$318K -376 -49%
FQ
264
First Quadrant
California
$314K
ARC
265
Absolute Return Capital
Massachusetts
$313K +$28.8K +34 +10%
AIM
266
Assured Investment Management
New York
$305K +$321K +380 New
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$301K +$50.8K +60 +19%
RJT
268
Raymond James Trust
Florida
$291K -$11.8K -14 -4%
P
269
Pitcairn
Pennsylvania
$290K +$305K +361 New
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$287K -$19.5K -23 -6%
SAS
271
Spectrum Advisory Services
Georgia
$286K
Mitsubishi UFJ Asset Management
272
Mitsubishi UFJ Asset Management
Japan
$267K +$20.3K +24 +8%
QT
273
Quantbot Technologies
New York
$267K +$243K +287 +624%
SAA
274
Southeast Asset Advisors
Georgia
$261K -$320K -378 -54%
HNB
275
Huntington National Bank
Ohio
$261K -$31.3K -37 -10%

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.