Markel Group
433 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 139 reducing their positions, and 17 closing their positions.
182% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 17
7% more funds holding in top 10
Funds holding in top 10: 30 → 32 (+2)
6% more funds holding
Funds holding: 407 → 433 (+26)
6% more capital invested
Capital invested by funds: $9.54B → $10.1B (+$606M)
9% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 139
0.37% less ownership
Funds ownership: 76.6% → 76.23% (-0.37%)
28% less call options, than puts
Call options by funds: $24.4M | Put options by funds: $33.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$42.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$23.3M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$17.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
-$41.4M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$39.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$38.4M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$31.1M |
| 5 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$30.1M |
MKL Hedge Fund Activity: Q2 2016 in Review
433 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2016, worth a combined $10.1B — up 6.3% from $9.54B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MKL positions and 17 closed out — a net gain of 31 holders — while 152 added to existing stakes and 139 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $42.4M. The largest seller was Smith Group Asset Management, exiting entirely with an estimated $41.4M sold.
- 433 institutional investors held Markel Group (MKL) as of Q2 2016, up from 407 in Q1 2016.
- Funds reported $10.1B of Markel Group stock for Q2 2016, up 6.3% quarter-over-quarter.
- 48 funds opened new Markel Group positions in Q2 2016 and 17 closed out, a net change of +31 holders.
- The largest Markel Group buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $42.4M added.
- The largest Markel Group seller in Q2 2016 was Smith Group Asset Management, an estimated $41.4M sold.
Based on aggregated 13F filings for Q2 2016.