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XL

XL Group Ltd.
XL

Delisted

XL was delisted on the 11th of September, 2018.

326 hedge funds and large institutions have $7.9B invested in XL Group Ltd. in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

2% more funds holding

Funds holding: 321326 (+5)

10% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $13.1M

19% less capital invested

Capital invested by funds: $9.79B → $7.9B (-$1.89B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 141

Holders
326
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
9.46%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
40
Increased
100
Reduced
141
Closed
33
Calls
$11.8M
Puts
$13.1M
Net Calls
-$1.3M
Net Calls Change
-$685K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$898M +$64.7M +2,075,282 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$620M +$829K +26,607 +0.1%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$593M -$193M -6,185,776 -25%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$557M +$23.2M +744,328 +4%
State Street
5
State Street
Massachusetts
$439M +$25.3M +812,594 +6%
BIT
6
BlackRock Institutional Trust
California
$291M -$6.94M -222,862 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$288M +$54.6M +1,752,653 +24%
Goldman Sachs
8
Goldman Sachs
New York
$241M +$75.1M +2,409,958 +47%
Citadel Advisors
9
Citadel Advisors
Florida
$233M +$173M +5,559,788 +314%
BA
10
BlackRock Advisors
Delaware
$208M +$37.3M +1,196,853 +22%
DSC
11
Donald Smith & Co
New York
$192M +$70.9M +2,276,482 +61%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$144M +$596K +19,120 +0.4%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$134M -$663K -21,272 -0.5%
BFA
14
BlackRock Fund Advisors
California
$116M +$120K +3,857 +0.1%
Northern Trust
15
Northern Trust
Illinois
$116M -$3.03M -97,322 -3%
BG
16
BlackRock Group
United Kingdom
$115M +$1.01M +32,501 +0.9%
JHIU
17
Janus Henderson Investors US
Colorado
$104M -$3.46M -111,009 -3%
CLG
18
Cooperman Leon G
$102M -$13.7M -440,165 -12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$99.4M -$303K -9,717 -0.3%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$93.5M -$96.1M -3,085,667 -51%
Norges Bank
21
Norges Bank
Norway
$79.9M -$989K -31,733 -1%
Ameriprise
22
Ameriprise
Minnesota
$71.3M -$22.7M -728,784 -25%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$65.6M +$2.28M +73,193 +4%
O
24
OppenheimerFunds
New York
$59.8M -$25.8M -829,129 -31%
BIM
25
BlackRock Investment Management
Delaware
$54.5M +$1.18M +37,821 +2%

XL Hedge Fund Activity: Q4 2013 in Review

326 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q4 2013, worth a combined $7.9B — down 19% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new XL positions and 33 closed out — a net gain of 7 holders — while 100 added to existing stakes and 141 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $173M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $193M.

  • 326 institutional investors held XL Group Ltd. (XL) as of Q4 2013, up from 321 in Q3 2013.
  • Funds reported $7.9B of XL Group Ltd. stock for Q4 2013, down 19% quarter-over-quarter.
  • 40 funds opened new XL Group Ltd. positions in Q4 2013 and 33 closed out, a net change of +7 holders.
  • The largest XL Group Ltd. buyer in Q4 2013 was Citadel Advisors, an estimated $173M added.
  • The largest XL Group Ltd. seller in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2013.