XL Group Ltd.
XL
XL was delisted on the 11th of September, 2018.
351 hedge funds and large institutions have $10.7B invested in XL Group Ltd. in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 149 reducing their positions, and 55 closing their positions.
167% more call options, than puts
Call options by funds: $10M | Put options by funds: $3.77M
7% more capital invested
Capital invested by funds: $10B → $10.7B (+$686M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
5% less funds holding
Funds holding: 369 → 351 (-18)
23% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 149
27% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 55
Top Buyers
| 1 |
DSC
Donald Smith & Co
New York
|
+$177M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$103M |
| 3 |
JP Morgan Chase
New York
|
+$51.5M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$51M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$46M |
Top Sellers
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$95.7M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$81.1M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$57.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$52M |
| 5 |
Goldman Sachs
New York
|
-$49.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
401
Horizon Investments
Charlotte,
North Carolina
| – | -$202K | -5,569 | Closed |
|
|
W
402
Wealthfront
Palo Alto,
California
| – | -$148K | -4,078 | Closed |
|
|
FMA
403
FNY Managed Accounts
New York
| – | -$145K | -4,000 | Closed |
|
|
MGIA
404
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$60K | -1,650 | Closed |
|
|
SIM
405
Sonora Investment Management
Tucson,
Arizona
| – | -$6K | -165 | Closed |
|
406
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -30 | Closed |
|
XL Hedge Fund Activity: Q4 2015 in Review
351 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q4 2015, worth a combined $10.7B — up 6.8% from $10B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of XL and 40 opened new positions — a net loss of 15 holders — while 149 trimmed existing stakes and 115 added.
The largest buyer was Donald Smith & Co, opening a new position worth an estimated $177M. The largest seller was VOYA Investment Management, cutting an estimated $95.7M.
- 351 institutional investors held XL Group Ltd. (XL) as of Q4 2015, down from 369 in Q3 2015.
- Funds reported $10.7B of XL Group Ltd. stock for Q4 2015, up 6.8% quarter-over-quarter.
- 40 funds opened new XL Group Ltd. positions in Q4 2015 and 55 closed out, a net change of -15 holders.
- The largest XL Group Ltd. buyer in Q4 2015 was Donald Smith & Co, an estimated $177M added.
- The largest XL Group Ltd. seller in Q4 2015 was VOYA Investment Management, an estimated $95.7M sold.
Based on aggregated 13F filings for Q4 2015.