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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.

New
Increased
Maintained
Reduced
Closed

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: 496520 (+24)

0% more funds holding in top 10

Funds holding in top 10: 2525 (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

Holders
520
Holders Change
+24
Holders Change %
+4.84%
% of All Funds
11.89%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
65
Increased
154
Reduced
167
Closed
34
Calls
$10.2M
Puts
$31.5M
Net Calls
-$21.3M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
526
Magnetar Financial
Illinois
-$1.29M -1,189 Closed
SIC
527
Salem Investment Counselors
North Carolina
-$1.39M -1,185 Closed
HF
528
HRT Financial
New York
-$902K -832 Closed
CIC
529
Carnegie Investment Counsel
Ohio
-$686K -605 Closed
LNC
530
Lincoln National Corp
Pennsylvania
-$633K -584 Closed
Wolverine Trading
531
Wolverine Trading
Illinois
-$665K -568 Closed
SSA
532
Schonfeld Strategic Advisors
New York
-$592K -546 Closed
CBB
533
Citizens Business Bank
California
-$555K -512 Closed
JT
534
Jump Trading
Illinois
-$499K -460 Closed
FNBT
535
FineMark National Bank & Trust
Florida
-$296K -273 Closed
DAC
536
Dividend Assets Capital
South Carolina
-$271K -250 Closed
NA
537
NewEdge Advisors
Louisiana
-$257 -237 Closed
Cerity Partners
538
Cerity Partners
New York
-$246K -227 Closed
WI
539
Wintrust Investments
Illinois
-$201K -185 Closed
QT
540
Quantbot Technologies
New York
-$181K -167 Closed
CPA
541
Cowen Prime Advisors
New York
-$163K -150 Closed
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
-$117K -108 Closed
BSAM
543
Blue Sky Asset Management
Colorado
-$108K -100 Closed
AWA
544
Acorn Wealth Advisors
Michigan
-$46K -42 Closed
CF
545
Centaurus Financial
California
-$42K -39 Closed
GT
546
Glenmede Trust
Pennsylvania
-$40K -37 Closed
APA
547
American Portfolios Advisors
New York
-$16.3K -15 Closed
AIS
548
Accurate Investment Solutions
Pennsylvania
-$14K -13 Closed
BCA
549
Bay Colony Advisors
Massachusetts
-$11K -10 Closed
GFP
550
Gryphon Financial Partners
Ohio
-$5K -5 Closed

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.