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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
VFA
351
Valeo Financial Advisors
Indiana
$6K +$349 +9 +5%
First Manhattan
352
First Manhattan
New York
$5K – – –
AIL
353
AGF Investments LLC
Ontario, Canada
$5K +$815 +21 +16%
CBT
354
Capital Bank & Trust
California
$4K – – –
EWM
355
Endurance Wealth Management
Rhode Island
$4K – – –
WAP
356
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
THWM
357
Taylor Hoffman Wealth Management
Virginia
$4K +$4.27K +110 New
LFA
358
Legacy Financial Advisors
Kentucky
$4K +$4.54K +117 New
OWA
359
One Wealth Advisors
California
$4K +$4.66K +120 New
AC
360
Avestar Capital
New York
$4K +$5.08K +131 New
CHP
361
Cable Hill Partners
Oregon
$3K – – –
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$3K +$931 +24 +47%
GFP
363
Gryphon Financial Partners
Ohio
$3K +$3.69K +95 New
Walleye Trading
364
Walleye Trading
New York
$2.29K +$2.53M +65,270 New
AssetMark Inc
365
AssetMark Inc
California
$2K -$631K -16,266 -100%
HR
366
Howe & Rusling
New York
$2K -$19.4K -500 -90%
BWM
367
Baystate Wealth Management
Massachusetts
$2K – – –
SFSIG
368
San Francisco Sentry Investment Group
California
$2K – – –
NR
369
Newfound Research
Massachusetts
$2K +$78 +2 +3%
GWS
370
Glassman Wealth Services
Virginia
$2K +$1.13K +29 +100%
ADL
371
Asset Dedication LLC
California
$2K +$1.75K +45 New
PCP
372
Proficio Capital Partners
Massachusetts
$2K +$1.86K +48 +600%
BBHC
373
Brown Brothers Harriman & Co
New York
$2K +$2.25K +58 New
PFBT
374
Parkside Financial Bank & Trust
Missouri
$1K – – –
SFM
375
Systematic Financial Management
New Jersey
$1K – – –
13 14
15
16 17

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.