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Markel Group

437 hedge funds and large institutions have $10.5B invested in Markel Group in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

4% more funds holding

Funds holding: 420437 (+17)

2% more capital invested

Capital invested by funds: $10.3B → $10.5B (+$180M)

0.58% more ownership

Funds ownership: 76.55%77.13% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 148

89% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $26.3M

Holders
437
Holders Change
+17
Holders Change %
+4.05%
% of All Funds
10.9%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
41
Increased
148
Reduced
148
Closed
18
Calls
$2.93M
Puts
$26.3M
Net Calls
-$23.4M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
276
Sigma Planning Corp
Michigan
$479K -$9.71K -10 -2%
JMPWA
277
JP Morgan Private Wealth Advisors
California
$478K -$1.18M -1,217 -71%
BMM
278
Buffington Mohr McNeal
Idaho
$475K +$473K +487 New
VF
279
Virtu Financial
New York
$463K +$460K +474 New
EIA
280
Edgemoor Investment Advisors
Maryland
$459K
CT
281
Cambridge Trust
Massachusetts
$451K +$1.94K +2 +0.4%
SWP
282
Stratos Wealth Partners
Ohio
$450K +$2.91K +3 +0.7%
II
283
IFM Investors
Australia
$449K +$153K +158 +52%
DADC
284
D.A. Davidson & Co
Montana
$439K -$971 -1 -0.2%
FIM
285
Foresters Investment Management
New York
$437K +$435K +448 New
IIM
286
Ironwood Investment Management
Massachusetts
$433K +$2.91K +3 +0.7%
TSS
287
Two Sigma Securities
New York
$425K +$423K +436 New
GXMC
288
Global X Management Company
New York
$424K -$2.91K -3 -0.7%
Neuberger Berman Group
289
Neuberger Berman Group
New York
$418K +$1.94K +2 +0.5%
PM
290
Parametrica Management
Hong Kong
$406K +$97.1K +100 +32%
BNP Paribas Asset Management
291
BNP Paribas Asset Management
France
$404K -$96.1K -99 -19%
MIM
292
Miller Investment Management
Pennsylvania
$403K
WI
293
Wintrust Investments
Illinois
$401K -$13.6K -14 -3%
PAM
294
Panagora Asset Management
Massachusetts
$400K +$26.2K +27 +7%
CAM
295
Capstone Asset Management
Texas
$394K +$34K +35 +9%
EOJOAM
296
E. Ohman J:or Asset Management
Sweden
$390K
BAM
297
Brave Asset Management
New Jersey
$390K
CAM
298
Chesapeake Asset Management
New York
$390K
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$390K
Nordea Investment Management
300
Nordea Investment Management
Sweden
$387K +$17.5K +18 +5%

MKL Hedge Fund Activity: Q2 2017 in Review

437 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2017, worth a combined $10.5B — up 1.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MKL positions and 18 closed out — a net gain of 23 holders — while 148 added to existing stakes and 148 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $33.5M. The largest seller was Atlanta Capital Management, cutting an estimated $36.6M.

  • 437 institutional investors held Markel Group (MKL) as of Q2 2017, up from 420 in Q1 2017.
  • Funds reported $10.5B of Markel Group stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 41 funds opened new Markel Group positions in Q2 2017 and 18 closed out, a net change of +23 holders.
  • The largest Markel Group buyer in Q2 2017 was Wellington Management Group, an estimated $33.5M added.
  • The largest Markel Group seller in Q2 2017 was Atlanta Capital Management, an estimated $36.6M sold.

Based on aggregated 13F filings for Q2 2017.