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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
BWM
351
Baystate Wealth Management
Massachusetts
$2K – – –
SFSIG
352
San Francisco Sentry Investment Group
California
$2K – – –
NR
353
Newfound Research
Massachusetts
$2K +$128 +3 +5%
BFEC
354
Benjamin F. Edwards & Company
Missouri
$2K +$1.67K +39 New
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.18K +51 New
SFM
356
Systematic Financial Management
New Jersey
$1K -$27.1M -633,643 -100%
GWS
357
Glassman Wealth Services
Virginia
$1K – – –
PFBT
358
Parkside Financial Bank & Trust
Missouri
$1K – – –
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$1K +$811 +19 +211%
VFA
360
Virtus Fund Advisers
Connecticut
– -$26.5M -590,625 Closed
Renaissance Technologies
361
Renaissance Technologies
New York
– -$23.7M -540,100 Closed
SI
362
Scout Investments
Missouri
– -$19.9M -454,145 Closed
TAM
363
Todd Asset Management
Kentucky
– -$16M -364,908 Closed
Balyasny Asset Management
364
Balyasny Asset Management
Illinois
– -$12.8M -300,108 Closed
IP
365
Interval Partners
New York
– -$9.84M -224,626 Closed
UFF
366
USA Financial Formulas
Michigan
– -$3.57M -81,600 Closed
Jennison Associates
367
Jennison Associates
New York
– -$3.37M -76,862 Closed
MWNA
368
Marshall Wace North America
New York
– -$3.33M -75,567 Closed
KWILP
369
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.46M -56,248 Closed
ECM
370
EII Capital Management
New York
– -$2.34M -53,410 Closed
FP
371
FDO Partners
Massachusetts
– -$2.15M -49,153 Closed
AL
372
AJO LP
Pennsylvania
– -$2.11M -48,207 Closed
LP
373
LMR Partners
United Kingdom
– -$1.98M -45,145 Closed
CIP
374
Convergence Investment Partners
Florida
– -$1.72M -39,278 Closed
AC
375
Allstate Corporation
Illinois
– -$1.68M -38,386 Closed
13 14
15
16 17

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.