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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
Bessemer Group
301
Bessemer Group
New Jersey
$188K – – –
Victory Capital Management
302
Victory Capital Management
Texas
$168K -$10.6K -249 -6%
AG
303
Advisor Group
Arizona
$163K -$640 -15 -0.4%
RE
304
RBC Europe
United Kingdom
$163K +$176K +4,123 New
SC
305
SRB Corp
Massachusetts
$160K -$10.5K -247 -6%
FPFS
306
First Personal Financial Services
North Carolina
$160K – – –
RIM
307
Rampart Investment Management
Connecticut
$127K +$6.83K +160 +5%
MCM
308
Manchester Capital Management
Vermont
$108K – – –
Canada Life
309
Canada Life
Manitoba, Canada
$101K +$47.6K +1,114 +78%
IA
310
IFP Advisors
Florida
$89K -$2.9K -68 -3%
WAM
311
Wealthspire Advisors (Maryland)
Maryland
$62K -$854 -20 -1%
GT
312
Glenmede Trust
Pennsylvania
$55K -$1.4M -32,811 -96%
IR
313
Invictus RG
Bermuda
$55K -$102K -2,397 -63%
FANJ
314
Financial Architects (New Jersey)
New Jersey
$44K -$982 -23 -2%
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
$38K +$41.2K +966 New
HNB
316
Huntington National Bank
Ohio
$34K +$36.9K +864 New
WB
317
Webster Bank
Connecticut
$32K – – –
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$32K +$5.81K +136 +20%
PA
319
Parallel Advisors
California
$28K -$1.11K -26 -4%
QAM
320
QCI Asset Management
New York
$27K – – –
LTFS
321
Ladenburg Thalmann Financial Services
Florida
$23K -$9.61K -225 -27%
GLI
322
Guardian Life Insurance
New York
$23K -$470 -11 -2%
HR
323
Howe & Rusling
New York
$22K -$3.03K -71 -11%
PK
324
Pflug Koory
Nebraska
$22K – – –
GAM
325
Gemmer Asset Management
California
$17K – – –
11 12
13
14 15

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.