XL Group Ltd.
XL
XL was delisted on the 11th of September, 2018.
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.
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
Top Buyers
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$221M |
| 2 |
Goldman Sachs
New York
|
-$64.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$43.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$27.5M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$27.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
401
Acrospire Investment Management
Chicago,
Illinois
| – | -$83K | -1,900 | Closed |
|
402
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$79K | -1,800 | Closed |
|
|
TRCT
403
Tower Research Capital (TRC)
New York
| – | -$43K | -992 | Closed |
|
|
MBT
404
Monroe Bank & Trust
Monroe,
Michigan
| – | -$24K | -550 | Closed |
|
|
FC
405
Ferris Capital
Marlborough,
Massachusetts
| – | -$21K | -486 | Closed |
|
|
CRC
406
Curi RMB Capital
Chicago,
Illinois
| – | -$7K | -168 | Closed |
|
|
DPA
407
Delphi Private Advisors
San Diego,
California
| – | -$3K | -92 | Closed |
|
|
PCP
408
Proficio Capital Partners
Newton,
Massachusetts
| – | +$342 | +8 | New |
|
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.