XL Group Ltd.
XL
XL was delisted on the 11th of September, 2018.
356 hedge funds and large institutions have $10.2B invested in XL Group Ltd. in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 138 reducing their positions, and 52 closing their positions.
7% more capital invested
Capital invested by funds: $9.59B → $10.2B (+$637M)
4% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 52
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less funds holding
Funds holding: 361 → 356 (-5)
14% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 138
18% less call options, than puts
Call options by funds: $3.04M | Put options by funds: $3.7M
Top Buyers
| 1 |
BlackRock
New York
|
+$718M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$126M |
| 3 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$67.9M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$36.2M |
| 5 |
O
OppenheimerFunds
New York
|
+$35.4M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$67.9M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$61.4M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$50.9M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$49.6M |
| 5 |
JP Morgan Chase
New York
|
-$34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9K | -235 | Closed |
|
|
TC
402
Towle & Co
Denver,
Colorado
| – | -$3K | -90 | Closed |
|
|
IWA
403
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$3K | -75 | Closed |
|
|
PRS
404
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$3K | -75 | Closed |
|
405
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -60 | Closed |
|
|
FAN
406
Financial Advisors Network
Tustin,
California
| – | -$1.93K | -51 | Closed |
|
|
WTB
407
Washington Trust Bank
Spokane,
Washington
| – | -$1K | -30 | Closed |
|
|
DPA
408
Delphi Private Advisors
San Diego,
California
| – | -$1K | -16 | Closed |
|
|
SEC
409
Seven Eight Capital
New York
| – | +$196 | +5 | New |
|
XL Hedge Fund Activity: Q1 2017 in Review
356 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q1 2017, worth a combined $10.2B — up 6.6% from $9.59B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new XL positions and 52 closed out — a net gain of 2 holders — while 118 added to existing stakes and 138 trimmed.
The largest buyer was BlackRock, adding an estimated $718M. The largest seller was Goldman Sachs, cutting an estimated $67.9M.
- 356 institutional investors held XL Group Ltd. (XL) as of Q1 2017, down from 361 in Q4 2016.
- Funds reported $10.2B of XL Group Ltd. stock for Q1 2017, up 6.6% quarter-over-quarter.
- 54 funds opened new XL Group Ltd. positions in Q1 2017 and 52 closed out, a net change of +2 holders.
- The largest XL Group Ltd. buyer in Q1 2017 was BlackRock, an estimated $718M added.
- The largest XL Group Ltd. seller in Q1 2017 was Goldman Sachs, an estimated $67.9M sold.
Based on aggregated 13F filings for Q1 2017.