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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$914K +$34.2K +60 +4%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$906K +$35.3K +62 +4%
NI
178
NFC Investments
Tennessee
$900K
V
179
Veritable
Delaware
$882K +$7.97K +14 +1%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$856K -$70.1K -123 -8%
PP
181
PDT Partners
New York
$836K -$9.09M -15,955 -92%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$835K
MSA
183
Mason Street Advisors
Wisconsin
$829K -$2.91M -5,110 -79%
Comerica Bank
184
Comerica Bank
Texas
$804K +$11.4K +20 +2%
WT
185
Wilmington Trust
Delaware
$799K -$456K -801 -37%
BNP Paribas Asset Management
186
BNP Paribas Asset Management
France
$794K +$759K +1,332 New
SIC
187
Schwartz Investment Counsel
Michigan
$775K +$456K +800 +160%
ZIM
188
Zacks Investment Management
Illinois
$755K -$11.4K -20 -2%
Tudor Investment Corp
189
Tudor Investment Corp
Connecticut
$749K -$114K -200 -14%
Prudential Financial
190
Prudential Financial
New Jersey
$722K
SIC
191
Salem Investment Counselors
North Carolina
$706K +$675K +1,185 New
BlackRock
192
BlackRock
New York
$705K -$685K -1,202 -50%
FCH
193
Freestone Capital Holdings
Washington
$669K -$46.7K -82 -7%
NCM
194
Northroad Capital Management
New York
$668K -$192K -337 -23%
HWA
195
Heritage Wealth Advisors
Virginia
$629K
GG
196
Gofen & Glossberg
Illinois
$613K
GWI
197
Grace & White Inc
New York
$594K -$1.5M -2,637 -73%
SI
198
Stephens Inc
Arkansas
$582K
ST
199
Somerset Trust
Pennsylvania
$525K -$1.14K -2 -0.2%
OC
200
Oppenheimer & Co
New York
$515K +$26.2K +46 +6%

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.