Markel Group
391 hedge funds and large institutions have $9.5B invested in Markel Group in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 120 increasing their positions, 126 reducing their positions, and 31 closing their positions.
132% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 31
11% more funds holding
Funds holding: 351 → 391 (+40)
11% more capital invested
Capital invested by funds: $8.57B → $9.5B (+$928M)
3% more funds holding in top 10
Funds holding in top 10: 31 → 32 (+1)
0.4% more ownership
Funds ownership: 76.97% → 77.37% (+0.4%)
5% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 126
31% less call options, than puts
Call options by funds: $36.4M | Put options by funds: $53.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$73.4M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$45.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.2M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
+$33.3M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$110M |
| 2 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$76.5M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$68.3M |
| 4 |
Select Equity Group
New York
|
-$46.5M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$34.1M |
MKL Hedge Fund Activity: Q4 2015 in Review
391 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2015, worth a combined $9.5B — up 11% from $8.57B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MKL positions and 31 closed out — a net gain of 41 holders — while 120 added to existing stakes and 126 trimmed.
The largest buyer was State Street, adding an estimated $73.4M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $110M sold.
- 391 institutional investors held Markel Group (MKL) as of Q4 2015, up from 351 in Q3 2015.
- Funds reported $9.5B of Markel Group stock for Q4 2015, up 11% quarter-over-quarter.
- 72 funds opened new Markel Group positions in Q4 2015 and 31 closed out, a net change of +41 holders.
- The largest Markel Group buyer in Q4 2015 was State Street, an estimated $73.4M added.
- The largest Markel Group seller in Q4 2015 was EdgePoint Investment Group, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2015.