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XL

XL Group Ltd.
XL

Delisted

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

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378 hedge funds and large institutions have $9.12B invested in XL Group Ltd. in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 116 increasing their positions, 145 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $50.2M | Put options by funds: $24M

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

5% more funds holding

Funds holding: 361 → 378 (+17)

10% less capital invested

Capital invested by funds: $10.1B → $9.12B (-$1.01B)

20% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 145

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
8.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
67
Increased
116
Reduced
145
Closed
49
Calls
$50.2M
Puts
$24M
Net Calls
+$26.2M
Net Calls Change
+$65.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$245M
2
Goldman Sachs
Goldman Sachs
New York
+$102M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$101M
4
CLM
ClearBridge LLC (Maryland)
Maryland
+$66.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$55.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$129M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$109M
3
NI
Numeric Investors
Massachusetts
-$53.6M
4
Bank of America
Bank of America
North Carolina
-$46.4M
5
WHG
Westwood Holdings Group
Texas
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
326
Barrett Asset Management
New York
$12K – – –
TFO
327
Tarbox Family Office
California
$12K – – –
TWA
328
TCI Wealth Advisors
Arizona
$12K – – –
HFP
329
Holistic Financial Partners
Indiana
$12K +$13.6K +351 New
ZB
330
Zions Bancorporation
Utah
$11K +$582 +15 +5%
MBT
331
Monroe Bank & Trust
Michigan
$11K +$12.6K +325 New
RFC
332
Regions Financial Corp
Alabama
$10K +$11.1K +287 New
CTC
333
Central Trust Company
Missouri
$9K – – –
GRP
334
Global Retirement Partners
California
$9K +$9.62K +248 New
CRC
335
Curi RMB Capital
Illinois
$9K +$9.93K +256 New
FAM
336
Fred Alger Management
New York
$9K +$10K +259 New
KA
337
Kaizen Advisory
Illinois
$9K +$10.2K +264 New
MOS
338
MGO One Seven
Ohio
$9K +$10.3K +266 New
VCM
339
Versant Capital Management
Arizona
$8K -$1.9K -49 -17%
AIM
340
Advantage Investment Management
Iowa
$7K – – –
CAM
341
CenterStar Asset Management
Illinois
$7K – – –
QCG
342
Quadrant Capital Group
Ohio
$7K – – –
PFGIA
343
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$39 +1 +0.5%
BTIS
344
BB&T Investment Services
North Carolina
$7K +$5.16K +133 +21%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$7K +$6.13K +158 +564%
FHA
346
First Horizon Advisors
Tennessee
$7K +$7.49K +193 New
STA
347
Summit Trail Advisors
New York
$7K +$7.76K +200 New
ASN
348
Advisory Services Network
Georgia
$6K -$5.43K -140 -44%
NSIM
349
North Star Investment Management
Illinois
$6K – – –
Schroder Investment Management Group
350
Schroder Investment Management Group
United Kingdom
$6K – – –
12 13
14
15 16

XL Hedge Fund Activity: Q4 2017 in Review

378 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q4 2017, worth a combined $9.12B — down 10% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XL positions and 49 closed out — a net gain of 18 holders — while 116 added to existing stakes and 145 trimmed.

The largest buyer was Boston Partners, adding an estimated $245M. The largest seller was Franklin Resources, cutting an estimated $129M.

  • 378 institutional investors held XL Group Ltd. (XL) as of Q4 2017, up from 361 in Q3 2017.
  • Funds reported $9.12B of XL Group Ltd. stock for Q4 2017, down 10% quarter-over-quarter.
  • 67 funds opened new XL Group Ltd. positions in Q4 2017 and 49 closed out, a net change of +18 holders.
  • The largest XL Group Ltd. buyer in Q4 2017 was Boston Partners, an estimated $245M added.
  • The largest XL Group Ltd. seller in Q4 2017 was Franklin Resources, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2017.