Markel Group
308 hedge funds and large institutions have $8.35B invested in Markel Group in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 28 closing their positions.
15% more capital invested
Capital invested by funds: $7.26B → $8.35B (+$1.09B)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
1.96% more ownership
Funds ownership: 76.16% → 78.12% (+2%)
0% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 28
1% less funds holding
Funds holding: 310 → 308 (-2)
14% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 114
43% less call options, than puts
Call options by funds: $21.9M | Put options by funds: $38.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$114M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$49.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.9M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$26.7M |
| 5 |
PC
Polar Capital
London,
United Kingdom
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$26.7M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$25.1M |
| 3 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$22.3M |
| 4 |
Select Equity Group
New York
|
-$19.2M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$17.5M |
MKL Hedge Fund Activity: Q1 2015 in Review
308 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2015, worth a combined $8.35B — up 15% from $7.26B a quarter earlier.
Fund positioning in MKL was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 98 added to existing stakes and 114 trimmed.
The largest buyer was Commonwealth Bank of Australia, opening a new position worth an estimated $114M. The largest seller was Sprucegrove Investment Management, cutting an estimated $26.7M.
- 308 institutional investors held Markel Group (MKL) as of Q1 2015, down from 310 in Q4 2014.
- Funds reported $8.35B of Markel Group stock for Q1 2015, up 15% quarter-over-quarter.
- 28 funds opened new Markel Group positions in Q1 2015 and 28 closed out, a net change of 0 holders.
- The largest Markel Group buyer in Q1 2015 was Commonwealth Bank of Australia, an estimated $114M added.
- The largest Markel Group seller in Q1 2015 was Sprucegrove Investment Management, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2015.