Markel Group
309 hedge funds and large institutions have $7.28B invested in Markel Group in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 109 reducing their positions, and 21 closing their positions.
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
3% more funds holding
Funds holding: 299 → 309 (+10)
5% more capital invested
Capital invested by funds: $6.94B → $7.28B (+$337M)
3% less call options, than puts
Call options by funds: $16M | Put options by funds: $16.5M
1.71% less ownership
Funds ownership: 77.87% → 76.16% (-1.7%)
13% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$43.5M |
| 2 |
Renaissance Technologies
New York
|
+$35.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$32.2M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$30.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$119M |
| 2 |
Select Equity Group
New York
|
-$84.9M |
| 3 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
-$42.8M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$23.2M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$10.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAMG
326
Patton Albertson Miller Group
Chattanooga,
Tennessee
| – | -$230K | -360 | Closed |
|
327
Schroder Investment Management Group
London,
United Kingdom
| – | -$143K | -225 | Closed |
|
|
WTB
328
Washington Trust Bank
Spokane,
Washington
| – | -$64K | -100 | Closed |
|
|
BBHC
329
Brown Brothers Harriman & Co
New York
| – | -$59K | -93 | Closed |
|
|
PTC
330
Private Trust Company
Cleveland,
Ohio
| – | -$32K | -50 | Closed |
|
MKL Hedge Fund Activity: Q4 2014 in Review
309 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2014, worth a combined $7.28B — up 4.9% from $6.94B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new MKL positions and 21 closed out — a net gain of 16 holders — while 95 added to existing stakes and 109 trimmed.
The largest buyer was Bessemer Group, adding an estimated $43.5M. The largest seller was Commonwealth Bank of Australia, exiting entirely with an estimated $119M sold.
- 309 institutional investors held Markel Group (MKL) as of Q4 2014, up from 299 in Q3 2014.
- Funds reported $7.28B of Markel Group stock for Q4 2014, up 4.9% quarter-over-quarter.
- 37 funds opened new Markel Group positions in Q4 2014 and 21 closed out, a net change of +16 holders.
- The largest Markel Group buyer in Q4 2014 was Bessemer Group, an estimated $43.5M added.
- The largest Markel Group seller in Q4 2014 was Commonwealth Bank of Australia, an estimated $119M sold.
Based on aggregated 13F filings for Q4 2014.