Markel Group
425 hedge funds and large institutions have $9.59B invested in Markel Group in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 140 reducing their positions, and 38 closing their positions.
37% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 38
2% more funds holding
Funds holding: 418 → 425 (+7)
5% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 140
0.42% more ownership
Funds ownership: 75.38% → 75.79% (+0.42%)
3% less capital invested
Capital invested by funds: $9.84B → $9.59B (-$254M)
3% less funds holding in top 10
Funds holding in top 10: 30 → 29 (-1)
66% less call options, than puts
Call options by funds: $10.9M | Put options by funds: $32.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$113M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$76.9M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$63.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$44.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$299M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$68.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.8M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$38.5M |
| 5 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$29.9M |
MKL Hedge Fund Activity: Q4 2016 in Review
425 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2016, worth a combined $9.59B — down 2.6% from $9.84B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MKL positions and 38 closed out — a net gain of 14 holders — while 147 added to existing stakes and 140 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $113M. The largest seller was Baillie Gifford & Co, cutting an estimated $299M.
- 425 institutional investors held Markel Group (MKL) as of Q4 2016, up from 418 in Q3 2016.
- Funds reported $9.59B of Markel Group stock for Q4 2016, down 2.6% quarter-over-quarter.
- 52 funds opened new Markel Group positions in Q4 2016 and 38 closed out, a net change of +14 holders.
- The largest Markel Group buyer in Q4 2016 was Capital Research Global Investors, an estimated $113M added.
- The largest Markel Group seller in Q4 2016 was Baillie Gifford & Co, an estimated $299M sold.
Based on aggregated 13F filings for Q4 2016.