Markel Group
496 hedge funds and large institutions have $11.4B invested in Markel Group in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 156 reducing their positions, and 40 closing their positions.
18% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 40
1% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 156
1% more funds holding
Funds holding: 493 → 496 (+3)
0.34% less ownership
Funds ownership: 77.26% → 76.92% (-0.34%)
9% less capital invested
Capital invested by funds: $12.6B → $11.4B (-$1.14B)
17% less funds holding in top 10
Funds holding in top 10: 30 → 25 (-5)
71% less call options, than puts
Call options by funds: $13.9M | Put options by funds: $48.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$32.8M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$23.3M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$22.3M |
| 4 |
Renaissance Technologies
New York
|
+$21.1M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$66.8M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$28.2M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$21M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$20.7M |
| 5 |
State Street
Boston,
Massachusetts
|
-$13.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
526
Destination Wealth Management
Walnut Creek,
California
| – | -$29K | -25 | Closed |
|
|
WCM
527
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$23K | -20 | Closed |
|
|
CGI
528
CI Global Investments
Oakland,
California
| – | -$18K | -15 | Closed |
|
|
SIM
529
Sonora Investment Management
Tucson,
Arizona
| – | -$17.6K | -15 | Closed |
|
|
VCM
530
Vigilant Capital Management
Portland,
Maine
| – | -$13K | -11 | Closed |
|
|
CS
531
Credential Securities
Vancouver,
| – | -$11.7K | -10 | Closed |
|
|
JWA
532
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$6K | -5 | Closed |
|
|
APP
533
Avantax Planning Partners
Dubuque,
Iowa
| – | -$5K | -4 | Closed |
|
|
CCA
534
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$4K | -3 | Closed |
|
|
ZB
535
Zions Bancorporation
Salt Lake City,
Utah
| – | -$4K | -3 | Closed |
|
536
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -1 | Closed |
|
MKL Hedge Fund Activity: Q2 2018 in Review
496 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2018, worth a combined $11.4B — down 9.1% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MKL positions and 40 closed out — a net gain of 7 holders — while 158 added to existing stakes and 156 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $32.8M. The largest seller was Atlanta Capital Management, cutting an estimated $66.8M.
- 496 institutional investors held Markel Group (MKL) as of Q2 2018, up from 493 in Q1 2018.
- Funds reported $11.4B of Markel Group stock for Q2 2018, down 9.1% quarter-over-quarter.
- 47 funds opened new Markel Group positions in Q2 2018 and 40 closed out, a net change of +7 holders.
- The largest Markel Group buyer in Q2 2018 was Goldman Sachs, an estimated $32.8M added.
- The largest Markel Group seller in Q2 2018 was Atlanta Capital Management, an estimated $66.8M sold.
Based on aggregated 13F filings for Q2 2018.