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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 $9.59B invested in XL Group Ltd. in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 104 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

83% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $8.12B → $9.59B (+$1.47B)

9% more funds holding

Funds holding: 331 → 361 (+30)

24% less call options, than puts

Call options by funds: $5.16M | Put options by funds: $6.77M

28% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 145

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
9.03%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
77
Increased
104
Reduced
145
Closed
42
Calls
$5.16M
Puts
$6.77M
Net Calls
-$1.61M
Net Calls Change
+$8.96M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$342M
2
Fidelity International
Fidelity International
Bermuda
+$128M
3
Boston Partners
Boston Partners
Massachusetts
+$75.4M
4
Bank of America
Bank of America
North Carolina
+$59.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$52.3M

Top Sellers

1
TCIM
TIAA CREF Investment Management
New York
-$100M
2
Citadel Advisors
Citadel Advisors
Florida
-$83.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$68.9M
4
Goldman Sachs
Goldman Sachs
New York
-$63.5M
5
VFA
Virtus Fund Advisers
Connecticut
-$33.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
301
EARNEST Partners
Georgia
$155K +$149K +4,160 New
FPFS
302
First Personal Financial Services
North Carolina
$151K +$136K +3,787 +1,424%
QI
303
QS Investors
New York
$134K – – –
Creative Planning
304
Creative Planning
Kansas
$123K +$21.5K +600 +22%
EDRH
305
Edmond de Rothschild Holding
Switzerland
$121K +$117K +3,250 New
MCM
306
Manchester Capital Management
Vermont
$102K – – –
Parallax Volatility Advisers
307
Parallax Volatility Advisers
California
$79K +$75.6K +2,108 New
AG
308
Advisor Group
Arizona
$74K +$1.58K +44 +2%
CFG
309
CKW Financial Group
Hawaii
$74K +$71.6K +1,996 New
Fuller & Thaler Asset Management
310
Fuller & Thaler Asset Management
California
$67K – – –
FNBT
311
FineMark National Bank & Trust
Florida
$66K -$108 -3 -0.2%
NIPH
312
NN Investment Partners Holdings
Netherlands
$63K – – –
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$53K +$50.9K +1,419 New
BAM
314
Barrett Asset Management
New York
$48K – – –
WAM
315
Wealthspire Advisors (Maryland)
Maryland
$45K +$1K +28 +2%
Canada Life
316
Canada Life
Manitoba, Canada
$43K -$3.3K -92 -7%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$39K -$287 -8 -0.8%
GLI
318
Guardian Life Insurance
New York
$38K -$1.18K -33 -3%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$34K +$32.8K +915 New
MFS
320
MSI Financial Services
Massachusetts
$30K – – –
WB
321
Webster Bank
Connecticut
$30K +$28.7K +800 New
PIA
322
Piedmont Investment Advisors
North Carolina
$28.5K +$27.1K +756 +9,450%
QAM
323
QCI Asset Management
New York
$26K – – –
LTFS
324
Ladenburg Thalmann Financial Services
Florida
$23K -$2.76K -77 -11%
PCM
325
Penserra Capital Management
California
$20K +$4.2K +117 +27%
11 12
13
14 15

XL Hedge Fund Activity: Q4 2016 in Review

361 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q4 2016, worth a combined $9.59B — up 18% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new XL positions and 42 closed out — a net gain of 35 holders — while 104 added to existing stakes and 145 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $342M. The largest seller was TIAA CREF Investment Management, cutting an estimated $100M.

  • 361 institutional investors held XL Group Ltd. (XL) as of Q4 2016, up from 331 in Q3 2016.
  • Funds reported $9.59B of XL Group Ltd. stock for Q4 2016, up 18% quarter-over-quarter.
  • 77 funds opened new XL Group Ltd. positions in Q4 2016 and 42 closed out, a net change of +35 holders.
  • The largest XL Group Ltd. buyer in Q4 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $342M added.
  • The largest XL Group Ltd. seller in Q4 2016 was TIAA CREF Investment Management, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2016.