Markel Group
330 hedge funds and large institutions have $8.65B invested in Markel Group in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 114 reducing their positions, and 16 closing their positions.
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
10% more funds holding in top 10
Funds holding in top 10: 31 → 34 (+3)
7% more funds holding
Funds holding: 307 → 330 (+23)
3% more capital invested
Capital invested by funds: $8.36B → $8.65B (+$292M)
0.23% less ownership
Funds ownership: 78.12% → 77.89% (-0.23%)
5% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 114
56% less call options, than puts
Call options by funds: $23.2M | Put options by funds: $52.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$81.4M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$27.2M |
| 3 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
+$27.1M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
+$25.6M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
-$89.4M |
| 2 |
Select Equity Group
New York
|
-$33.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$32.7M |
| 4 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$28.2M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$17.9M |
MKL Hedge Fund Activity: Q2 2015 in Review
330 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2015, worth a combined $8.65B — up 3.5% from $8.36B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MKL positions and 16 closed out — a net gain of 25 holders — while 108 added to existing stakes and 114 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $81.4M. The largest seller was Scharf Investments, cutting an estimated $89.4M.
- 330 institutional investors held Markel Group (MKL) as of Q2 2015, up from 307 in Q1 2015.
- Funds reported $8.65B of Markel Group stock for Q2 2015, up 3.5% quarter-over-quarter.
- 41 funds opened new Markel Group positions in Q2 2015 and 16 closed out, a net change of +25 holders.
- The largest Markel Group buyer in Q2 2015 was Capital Research Global Investors, an estimated $81.4M added.
- The largest Markel Group seller in Q2 2015 was Scharf Investments, an estimated $89.4M sold.
Based on aggregated 13F filings for Q2 2015.