Markel Group
476 hedge funds and large institutions have $12.4B invested in Markel Group in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 147 increasing their positions, 145 reducing their positions, and 33 closing their positions.
88% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 33
7% more capital invested
Capital invested by funds: $11.5B → $12.4B (+$855M)
6% more funds holding
Funds holding: 449 → 476 (+27)
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
1% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 145
0.69% more ownership
Funds ownership: 77.63% → 78.32% (+0.69%)
39% less call options, than puts
Call options by funds: $18.7M | Put options by funds: $30.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$107M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$53.7M |
| 3 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
+$20M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$18M |
| 5 |
HWA
Heritage Wealth Advisors
Richmond,
Virginia
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$65.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$41.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$28.8M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$21.2M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$19.1M |
MKL Hedge Fund Activity: Q4 2017 in Review
476 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2017, worth a combined $12.4B — up 7.4% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MKL positions and 33 closed out — a net gain of 29 holders — while 147 added to existing stakes and 145 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Capital Research Global Investors, cutting an estimated $65.6M.
- 476 institutional investors held Markel Group (MKL) as of Q4 2017, up from 449 in Q3 2017.
- Funds reported $12.4B of Markel Group stock for Q4 2017, up 7.4% quarter-over-quarter.
- 62 funds opened new Markel Group positions in Q4 2017 and 33 closed out, a net change of +29 holders.
- The largest Markel Group buyer in Q4 2017 was Morgan Stanley, an estimated $107M added.
- The largest Markel Group seller in Q4 2017 was Capital Research Global Investors, an estimated $65.6M sold.
Based on aggregated 13F filings for Q4 2017.