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XL

XL Group Ltd.
XL

Delisted

XL was delisted on the 11th of September, 2018.

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369 hedge funds and large institutions have $10B invested in XL Group Ltd. in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 152 increasing their positions, 119 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $2.97M

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

28% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 119

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

3% more funds holding

Funds holding: 360 → 369 (+9)

6% less capital invested

Capital invested by funds: $10.6B → $10B (-$597M)

Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
10.3%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
46
Increased
152
Reduced
119
Closed
35
Calls
$5.24M
Puts
$2.97M
Net Calls
+$2.28M
Net Calls Change
-$4.05M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$279M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$60.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$50.2M
4
Franklin Resources
Franklin Resources
California
+$43.9M
5
SFM
Systematic Financial Management
New Jersey
+$43.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$283M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$204M
3
DSC
Donald Smith & Co
New York
-$197M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$105M
5
EVM
Eaton Vance Management
Massachusetts
-$47.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
251
Barings
North Carolina
$542K -$863K -22,800 -60%
BA
252
Bridgewater Associates
Connecticut
$524K +$547K +14,440 New
MC
253
Miles Capital
Iowa
$512K -$11.7K -310 -2%
CIM
254
Calvert Investment Management
Maryland
$512K +$57.7K +1,523 +12%
PWAG
255
Polaris Wealth Advisory Group
California
$508K +$22.9K +605 +5%
OC
256
Oppenheimer & Co
New York
$467K -$38.6K -1,020 -7%
SIM
257
Sentry Investment Management
Wisconsin
$467K – – –
CA
258
Commerzbank Aktiengesellschaft
Germany
$454K -$910K -24,050 -66%
Marshall Wace
259
Marshall Wace
United Kingdom
$440K +$458K +12,109 New
SM
260
Salzhauer Michael
$436K – – –
EMG
261
Ellington Management Group
Connecticut
$421K +$439K +11,600 New
SAM
262
Symphony Asset Management
California
$418K -$2.5K -66 -0.6%
MC
263
Menta Capital
California
$407K +$424K +11,200 New
BPC
264
Banque Pictet & Cie
Switzerland
$397K +$414K +10,928 New
PA
265
Pinnacle Associates
New York
$393K – – –
NYLIM
266
New York Life Investment Management
New York
$389K – – –
AB
267
Amalgamated Bank
New York
$387K +$10.4K +274 +3%
KRSITF
268
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$367K +$3.71K +98 +1%
AH
269
Achievement Holdings
Illinois
$363K +$379K +10,000 New
LPC
270
Loeb Partners Corp
New York
$363K +$379K +10,000 New
MLL
271
Moody Lynn & Lieberson
Massachusetts
$362K +$378K +9,980 New
P
272
Pitcairn
Pennsylvania
$359K -$321K -8,491 -46%
QSS
273
Quantitative Systematic Strategies
Florida
$358K +$373K +9,845 New
FA
274
FDx Advisors
Illinois
$355K -$66.7K -1,761 -15%
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$354K -$253K -6,682 -41%
9 10
11
12 13

XL Hedge Fund Activity: Q3 2015 in Review

369 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q3 2015, worth a combined $10B — down 5.6% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new XL positions and 35 closed out — a net gain of 11 holders — while 152 added to existing stakes and 119 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $279M. The largest seller was JP Morgan Chase, cutting an estimated $283M.

  • 369 institutional investors held XL Group Ltd. (XL) as of Q3 2015, up from 360 in Q2 2015.
  • Funds reported $10B of XL Group Ltd. stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 46 funds opened new XL Group Ltd. positions in Q3 2015 and 35 closed out, a net change of +11 holders.
  • The largest XL Group Ltd. buyer in Q3 2015 was T. Rowe Price Associates, an estimated $279M added.
  • The largest XL Group Ltd. seller in Q3 2015 was JP Morgan Chase, an estimated $283M sold.

Based on aggregated 13F filings for Q3 2015.