Markel Group
300 hedge funds and large institutions have $6.92B invested in Markel Group in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 15 closing their positions.
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
5% more funds holding
Funds holding: 287 → 300 (+13)
0% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 100
4% less capital invested
Capital invested by funds: $7.25B → $6.92B (-$325M)
1.28% less ownership
Funds ownership: 79.14% → 77.87% (-1.3%)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
32% less call options, than puts
Call options by funds: $16.6M | Put options by funds: $24.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$35.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$15M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$12.3M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$73.6M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$67.5M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$28.4M |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$22.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.5M |
MKL Hedge Fund Activity: Q3 2014 in Review
300 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2014, worth a combined $6.92B — down 4.5% from $7.25B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MKL positions and 15 closed out — a net gain of 16 holders — while 100 added to existing stakes and 100 trimmed.
The largest buyer was Bessemer Group, adding an estimated $35.3M. The largest seller was Select Equity Group, cutting an estimated $73.6M.
- 300 institutional investors held Markel Group (MKL) as of Q3 2014, up from 287 in Q2 2014.
- Funds reported $6.92B of Markel Group stock for Q3 2014, down 4.5% quarter-over-quarter.
- 31 funds opened new Markel Group positions in Q3 2014 and 15 closed out, a net change of +16 holders.
- The largest Markel Group buyer in Q3 2014 was Bessemer Group, an estimated $35.3M added.
- The largest Markel Group seller in Q3 2014 was Select Equity Group, an estimated $73.6M sold.
Based on aggregated 13F filings for Q3 2014.