Markel Group
286 hedge funds and large institutions have $6.23B invested in Markel Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 24 closing their positions.
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
13% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 93
13% more capital invested
Capital invested by funds: $5.53B → $6.23B (+$703M)
3% more funds holding
Funds holding: 277 → 286 (+9)
0.57% more ownership
Funds ownership: 76.31% → 76.88% (+0.57%)
96% less call options, than puts
Call options by funds: $987K | Put options by funds: $26.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$68.9M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$51.2M |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
+$41.3M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$32M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$112M |
| 2 |
CC
Chubb Corp
Warren,
New Jersey
|
-$102M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$56.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$52.5M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$12.2M |
MKL Hedge Fund Activity: Q4 2013 in Review
286 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2013, worth a combined $6.23B — up 13% from $5.53B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new MKL positions and 24 closed out — a net gain of 12 holders — while 105 added to existing stakes and 93 trimmed.
The largest buyer was Commonwealth Bank of Australia, opening a new position worth an estimated $68.9M. The largest seller was Goldman Sachs, cutting an estimated $112M.
- 286 institutional investors held Markel Group (MKL) as of Q4 2013, up from 277 in Q3 2013.
- Funds reported $6.23B of Markel Group stock for Q4 2013, up 13% quarter-over-quarter.
- 36 funds opened new Markel Group positions in Q4 2013 and 24 closed out, a net change of +12 holders.
- The largest Markel Group buyer in Q4 2013 was Commonwealth Bank of Australia, an estimated $68.9M added.
- The largest Markel Group seller in Q4 2013 was Goldman Sachs, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2013.