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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
BAM
326
Barrett Asset Management
New York
$14K -$16.7K -390 -53%
TWA
327
TCI Wealth Advisors
Arizona
$14K -$897 -21 -6%
TFO
328
Tarbox Family Office
California
$13K +$1.32K +31 +10%
ASN
329
Advisory Services Network
Georgia
$13K +$7.81K +183 +133%
ZB
330
Zions Bancorporation
Utah
$12K +$9.44K +221 +283%
VCM
331
Versant Capital Management
Arizona
$11K -$1.07K -25 -8%
QCG
332
Quadrant Capital Group
Ohio
$10K – – –
CTC
333
Central Trust Company
Missouri
$10K +$1.92K +45 +23%
NFG
334
Next Financial Group
Texas
$9K -$6.41K -150 -40%
BTIS
335
BB&T Investment Services
North Carolina
$9K +$8.67K +203 +46%
AIM
336
Advantage Investment Management
Iowa
$8K – – –
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
GT
338
Greenleaf Trust
Michigan
$8K +$8.63K +202 New
NSIM
339
North Star Investment Management
Illinois
$7K – – –
VFA
340
Valeo Financial Advisors
Indiana
$7K +$7.17K +168 New
SSB
341
Sandy Spring Bank
Maryland
$6K – – –
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$6K – – –
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
$6K +$6.32K +148 New
AIL
344
AGF Investments LLC
Ontario, Canada
$5K – – –
CBT
345
Capital Bank & Trust
California
$5K – – –
First Manhattan
346
First Manhattan
New York
$5K – – –
EWM
347
Endurance Wealth Management
Rhode Island
$4K – – –
CHP
348
Cable Hill Partners
Oregon
$4K +$4.06K +95 New
PCM
349
Prelude Capital Management
New York
$4K +$4.23K +99 New
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$4K +$4.87K +114 New
12 13
14
15 16

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.