Markel Group
520 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 167 reducing their positions, and 34 closing their positions.
91% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 34
10% more capital invested
Capital invested by funds: $11.4B → $12.6B (+$1.19B)
5% more funds holding
Funds holding: 496 → 520 (+24)
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
0.52% less ownership
Funds ownership: 76.92% → 76.41% (-0.52%)
8% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 167
68% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $31.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$212M |
| 2 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
+$35.3M |
| 3 |
Renaissance Technologies
New York
|
+$27M |
| 4 |
State Street
Boston,
Massachusetts
|
+$24.1M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$263M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$72.8M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$51.4M |
| 4 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
|
-$37.4M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$20.9M |
MKL Hedge Fund Activity: Q3 2018 in Review
520 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2018, worth a combined $12.6B — up 10% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new MKL positions and 34 closed out — a net gain of 31 holders — while 154 added to existing stakes and 167 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $263M.
- 520 institutional investors held Markel Group (MKL) as of Q3 2018, up from 496 in Q2 2018.
- Funds reported $12.6B of Markel Group stock for Q3 2018, up 10% quarter-over-quarter.
- 65 funds opened new Markel Group positions in Q3 2018 and 34 closed out, a net change of +31 holders.
- The largest Markel Group buyer in Q3 2018 was Capital International Investors, an estimated $212M added.
- The largest Markel Group seller in Q3 2018 was Capital Research Global Investors, an estimated $263M sold.
Based on aggregated 13F filings for Q3 2018.