Markel Group
522 hedge funds and large institutions have $11B invested in Markel Group in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 176 increasing their positions, 154 reducing their positions, and 57 closing their positions.
16% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 57
14% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 154
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
0% more funds holding
Funds holding: 520 → 522 (+2)
0.04% less ownership
Funds ownership: 76.41% → 76.37% (-0.04%)
13% less capital invested
Capital invested by funds: $12.6B → $11B (-$1.63B)
52% less call options, than puts
Call options by funds: $14.5M | Put options by funds: $30.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.3M |
| 2 |
BlackRock
New York
|
+$60.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$59.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$29.3M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$170M |
| 2 |
Morgan Stanley
New York
|
-$96.6M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$37.5M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$19.9M |
| 5 |
Goldman Sachs
New York
|
-$19.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
576
AssetMark Inc
Concord,
California
| – | -$5K | -4 | Closed |
|
|
ML
577
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$5K | -4 | Closed |
|
|
SIAP
578
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$5K | -4 | Closed |
|
|
APP
579
Avantax Planning Partners
Dubuque,
Iowa
| – | -$2K | -2 | Closed |
|
MKL Hedge Fund Activity: Q4 2018 in Review
522 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2018, worth a combined $11B — down 13% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new MKL positions and 57 closed out — a net gain of 9 holders — while 176 added to existing stakes and 154 trimmed.
The largest buyer was Vanguard Group, adding an estimated $62.3M. The largest seller was Atlanta Capital Management, cutting an estimated $170M.
- 522 institutional investors held Markel Group (MKL) as of Q4 2018, up from 520 in Q3 2018.
- Funds reported $11B of Markel Group stock for Q4 2018, down 13% quarter-over-quarter.
- 66 funds opened new Markel Group positions in Q4 2018 and 57 closed out, a net change of +9 holders.
- The largest Markel Group buyer in Q4 2018 was Vanguard Group, an estimated $62.3M added.
- The largest Markel Group seller in Q4 2018 was Atlanta Capital Management, an estimated $170M sold.
Based on aggregated 13F filings for Q4 2018.