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XL

XL Group Ltd.
XL

Delisted

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

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369 hedge funds and large institutions have $10B invested in XL Group Ltd. in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 152 increasing their positions, 119 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $2.97M

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

28% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 119

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

3% more funds holding

Funds holding: 360 → 369 (+9)

6% less capital invested

Capital invested by funds: $10.6B → $10B (-$597M)

Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
10.3%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
46
Increased
152
Reduced
119
Closed
35
Calls
$5.24M
Puts
$2.97M
Net Calls
+$2.28M
Net Calls Change
-$4.05M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$279M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$60.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$50.2M
4
Franklin Resources
Franklin Resources
California
+$43.9M
5
SFM
Systematic Financial Management
New Jersey
+$43.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$283M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$204M
3
DSC
Donald Smith & Co
New York
-$197M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$105M
5
EVM
Eaton Vance Management
Massachusetts
-$47.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSU
351
TD Securities (USA)
New York
$6K -$4.69M -124,013 -100%
GXMC
352
Global X Management Company
New York
$6K +$379 +10 +7%
WA
353
WealthTrust-Arizona
Arizona
$6K +$6.09K +161 New
SIM
354
Sonora Investment Management
Arizona
$6K +$6.25K +165 New
LWA
355
Lowe Wealth Advisors
Maryland
$5K +$4.73K +125 New
EWM
356
Endurance Wealth Management
Rhode Island
$4K – – –
JIC
357
Joel Isaacson & Co
New York
$4K – – –
MWP
358
MYCIO Wealth Partners
Pennsylvania
$4K +$3.79K +100 New
ZB
359
Zions Bancorporation
Utah
$4K +$4.13K +109 New
ASN
360
Advisory Services Network
Georgia
$3K – – –
HR
361
Howe & Rusling
New York
$3K +$416 +11 +17%
CAW
362
Cornerstone Advisors (Washington)
Washington
$2K – – –
EFSCE
363
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
MFS
364
MSI Financial Services
Massachusetts
$1K -$4.47K -118 -89%
QCG
365
Quadrant Capital Group
Ohio
$1K +$151 +4 +6%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.02K +27 +900%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$1K +$1.63K +43 New
N
368
Nuveen
North Carolina
$715 +$37.8K +999 +5%
Barrow, Hanley, Mewhinney & Strauss
369
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$204M -5,483,363 Closed
DSC
370
Donald Smith & Co
New York
– -$197M -5,300,545 Closed
BPGAM
371
BTG Pactual Global Asset Management
Bermuda
– -$5.13M -137,952 Closed
Voloridge Investment Management
372
Voloridge Investment Management
Florida
– -$4.33M -116,442 Closed
ARTA
373
A.R.T. Advisors
New York
– -$3.73M -100,404 Closed
BACM
374
Blue Arrow Capital Management
New York
– -$3.51M -94,413 Closed
CC
375
Curian Capital
Colorado
– -$2.02M -54,320 Closed
13 14
15
16 17

XL Hedge Fund Activity: Q3 2015 in Review

369 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q3 2015, worth a combined $10B — down 5.6% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new XL positions and 35 closed out — a net gain of 11 holders — while 152 added to existing stakes and 119 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $279M. The largest seller was JP Morgan Chase, cutting an estimated $283M.

  • 369 institutional investors held XL Group Ltd. (XL) as of Q3 2015, up from 360 in Q2 2015.
  • Funds reported $10B of XL Group Ltd. stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 46 funds opened new XL Group Ltd. positions in Q3 2015 and 35 closed out, a net change of +11 holders.
  • The largest XL Group Ltd. buyer in Q3 2015 was T. Rowe Price Associates, an estimated $279M added.
  • The largest XL Group Ltd. seller in Q3 2015 was JP Morgan Chase, an estimated $283M sold.

Based on aggregated 13F filings for Q3 2015.