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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
MBT
326
Monroe Bank & Trust
Michigan
$20K +$19.7K +550 New
CF
327
CenterStar Fund
Illinois
$19K – – –
CG
328
Cutler Group
California
$17K +$3.8K +106 +29%
DBT
329
Dubuque Bank & Trust
Iowa
$17K +$16.6K +463 New
IA
330
IFP Advisors
Florida
$16K -$1.65K -46 -10%
GAM
331
Gemmer Asset Management
California
$16K – – –
TWA
332
TCI Wealth Advisors
Arizona
$14K – – –
NFG
333
Next Financial Group
Texas
$12K -$2.69K -75 -19%
Korea Investment Corp
334
Korea Investment Corp
South Korea
$12K +$11.7K +325 New
CTC
335
Central Trust Company
Missouri
$11K – – –
TFO
336
Tarbox Family Office
California
$11K – – –
VCM
337
Versant Capital Management
Arizona
$10K +$2.8K +78 +38%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$9K – – –
AIM
339
Advantage Investment Management
Iowa
$7K -$34.1K -952 -83%
NSIM
340
North Star Investment Management
Illinois
$7K – – –
PFGIA
341
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7.17K +200 New
SSB
342
Sandy Spring Bank
Maryland
$6K – – –
First Manhattan
343
First Manhattan
New York
$5K +$5.38K +150 New
EWM
344
Endurance Wealth Management
Rhode Island
$4K – – –
ZB
345
Zions Bancorporation
Utah
$4K – – –
PA
346
Parallel Advisors
California
$4K +$3.62K +101 New
CGT
347
Capital Guardian Trust
California
$4K +$4.27K +119 New
PRS
348
Pinkerton Retirement Specialists
Idaho
$3K – – –
TC
349
Towle & Co
Colorado
$3K – – –
IWA
350
IBEX Wealth Advisors
New Jersey
$3K +$2.69K +75 New
12 13
14
15 16

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.