Markel Group
290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
21% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 89
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
2% more funds holding
Funds holding: 285 → 290 (+5)
3% more capital invested
Capital invested by funds: $6.25B → $6.42B (+$170M)
0.04% less ownership
Funds ownership: 76.88% → 76.83% (-0.04%)
78% less call options, than puts
Call options by funds: $8.35M | Put options by funds: $37.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$63.4M |
| 2 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
+$30.2M |
| 3 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$28.2M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$25.3M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$59.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$35.8M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$31.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$24.6M |
| 5 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$21.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
301
Parkwood LLC
Cleveland,
Ohio
| – | -$190K | -327 | Closed |
|
|
OIA
302
Optimum Investment Advisors
Chicago,
Illinois
| – | -$58K | -100 | Closed |
|
303
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$44K | -75 | Closed |
|
|
IGIM
304
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| – | -$25K | -43 | Closed |
|
|
FA
305
Financial Advantage
Columbia,
Maryland
| – | -$7K | -12 | Closed |
|
MKL Hedge Fund Activity: Q1 2014 in Review
290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.
The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.
- 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
- Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
- 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
- The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
- The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.
Based on aggregated 13F filings for Q1 2014.