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XL

XL Group Ltd.
XL

Delisted

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

369 hedge funds and large institutions have $10.9B invested in XL Group Ltd. in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 150 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

7% more capital invested

Capital invested by funds: $10.2B → $10.9B (+$686M)

4% more funds holding

Funds holding: 356369 (+13)

18% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 150

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

76% less call options, than puts

Call options by funds: $8.53M | Put options by funds: $36.3M

Holders
369
Holders Change
+13
Holders Change %
+3.65%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
49
Increased
123
Reduced
150
Closed
32
Calls
$8.53M
Puts
$36.3M
Net Calls
-$27.7M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$70K +$6.32K +150 +10%
IPC
327
Independent Portfolio Consultants
Florida
$68K +$65.5K +1,554 New
Canada Life
328
Canada Life
Manitoba, Canada
$63K +$5.73K +136 +11%
Acadian Asset Management
329
Acadian Asset Management
Massachusetts
$62K
FANJ
330
Financial Architects (New Jersey)
New Jersey
$50K +$5.86K +139 +14%
TRCT
331
Tower Research Capital (TRC)
New York
$43K +$12K +285 +40%
LTFS
332
Ladenburg Thalmann Financial Services
Florida
$36K -$9.52K -226 -22%
WB
333
Webster Bank
Connecticut
$35K
BAM
334
Barrett Asset Management
New York
$32K -$2.53K -60 -8%
PA
335
Parallel Advisors
California
$32K +$3.33K +79 +12%
QAM
336
QCI Asset Management
New York
$30K
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$29K -$1.35K -32 -4%
HR
338
Howe & Rusling
New York
$27K +$5.73K +136 +28%
GLI
339
Guardian Life Insurance
New York
$26K -$18.1K -430 -42%
MBT
340
Monroe Bank & Trust
Michigan
$24K
PK
341
Pflug Koory
Nebraska
$22K
FC
342
Ferris Capital
Massachusetts
$21K +$20.5K +486 New
GAM
343
Gemmer Asset Management
California
$19K
NFG
344
Next Financial Group
Texas
$16K -$3.16K -75 -17%
TWA
345
TCI Wealth Advisors
Arizona
$16K
TFO
346
Tarbox Family Office
California
$13K
VCM
347
Versant Capital Management
Arizona
$13K +$674 +16 +6%
CTC
348
Central Trust Company
Missouri
$9K -$2.11K -50 -20%
AIM
349
Advantage Investment Management
Iowa
$9K
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$9K

XL Hedge Fund Activity: Q2 2017 in Review

369 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q2 2017, worth a combined $10.9B — up 6.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new XL positions and 32 closed out — a net gain of 17 holders — while 123 added to existing stakes and 150 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $146M. The largest seller was Fidelity International, cutting an estimated $157M.

  • 369 institutional investors held XL Group Ltd. (XL) as of Q2 2017, up from 356 in Q1 2017.
  • Funds reported $10.9B of XL Group Ltd. stock for Q2 2017, up 6.7% quarter-over-quarter.
  • 49 funds opened new XL Group Ltd. positions in Q2 2017 and 32 closed out, a net change of +17 holders.
  • The largest XL Group Ltd. buyer in Q2 2017 was Janus Henderson Group, an estimated $146M added.
  • The largest XL Group Ltd. seller in Q2 2017 was Fidelity International, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2017.