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XL

XL Group Ltd.
XL

Delisted

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

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361 hedge funds and large institutions have $10.1B invested in XL Group Ltd. in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 119

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

2% less funds holding

Funds holding: 369 → 361 (-8)

7% less capital invested

Capital invested by funds: $10.9B → $10.1B (-$786M)

51% less call options, than puts

Call options by funds: $37.7M | Put options by funds: $76.6M

Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
45
Increased
149
Reduced
119
Closed
47
Calls
$37.7M
Puts
$76.6M
Net Calls
-$38.9M
Net Calls Change
-$11.1M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$107M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$67.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$50.1M
5
Boston Partners
Boston Partners
Massachusetts
+$49M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$221M
2
Goldman Sachs
Goldman Sachs
New York
-$64.5M
3
Franklin Resources
Franklin Resources
California
-$43.3M
4
Fidelity International
Fidelity International
Bermuda
-$27.5M
5
SFM
Systematic Financial Management
New Jersey
-$27.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
276
Guyasuta Investment Advisors
Pennsylvania
$335K +$42.7K +1,000 +13%
FNBT
277
FineMark National Bank & Trust
Florida
$308K +$334K +7,819 New
CAAS
278
Capital Asset Advisory Services
Michigan
$305K +$2.13K +50 +0.7%
SM
279
Salzhauer Michael
$296K – – –
N
280
Nuveen
North Carolina
$290K -$769 -18 -0.2%
KRSITF
281
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$273K -$10.5K -247 -3%
QAM
282
Quantres Asset Management
Cayman Islands
$272K +$295K +6,900 New
V
283
Veritable
Delaware
$265K – – –
ZCA
284
Zeke Capital Advisors
Pennsylvania
$265K – – –
CC
285
ClearArc Capital
Ohio
$262K +$11K +258 +4%
CI
286
Conning Inc
Connecticut
$251K +$3.42K +80 +1%
AIP
287
Ameritas Investment Partners
Nebraska
$249K – – –
Bank of Nova Scotia
288
Bank of Nova Scotia
Ontario, Canada
$248K – – –
PA
289
Profund Advisors
Maryland
$243K +$11.7K +273 +5%
KS
290
Karpas Strategies
Connecticut
$241K – – –
OA
291
Oxbow Advisors
Texas
$240K – – –
BL
292
BFSG LLC
California
$238K +$258K +6,045 New
MC
293
Menta Capital
California
$233K +$47K +1,100 +23%
AP
294
Advisor Partners
California
$231K -$10K -235 -4%
AIM
295
Achmea Investment Management
Netherlands
$227K +$248K +5,799 New
Jane Street
296
Jane Street
New York
$221K -$417K -9,774 -64%
SF
297
Synovus Financial
Georgia
$217K +$230K +5,380 New
Canada Pension Plan Investment Board
298
Canada Pension Plan Investment Board
Ontario, Canada
$214K -$72.6K -1,700 -24%
CG
299
Cutler Group
California
$213K +$155K +3,638 +206%
MYLI
300
Meiji Yasuda Life Insurance
Japan
$213K +$231K +5,400 New
10 11
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XL Hedge Fund Activity: Q3 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q3 2017, worth a combined $10.1B — down 7.2% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of XL and 45 opened new positions — a net loss of 2 holders — while 119 trimmed existing stakes and 149 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $174M. The largest seller was T. Rowe Price Associates, cutting an estimated $221M.

  • 361 institutional investors held XL Group Ltd. (XL) as of Q3 2017, down from 369 in Q2 2017.
  • Funds reported $10.1B of XL Group Ltd. stock for Q3 2017, down 7.2% quarter-over-quarter.
  • 45 funds opened new XL Group Ltd. positions in Q3 2017 and 47 closed out, a net change of -2 holders.
  • The largest XL Group Ltd. buyer in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $174M added.
  • The largest XL Group Ltd. seller in Q3 2017 was T. Rowe Price Associates, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2017.