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XL

XL Group Ltd.
XL

Delisted

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

369 hedge funds and large institutions have $10.9B invested in XL Group Ltd. in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 150 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

7% more capital invested

Capital invested by funds: $10.2B → $10.9B (+$686M)

4% more funds holding

Funds holding: 356369 (+13)

18% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 150

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

76% less call options, than puts

Call options by funds: $8.53M | Put options by funds: $36.3M

Holders
369
Holders Change
+13
Holders Change %
+3.65%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
49
Increased
123
Reduced
150
Closed
32
Calls
$8.53M
Puts
$36.3M
Net Calls
-$27.7M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.14B -$45M -1,068,728 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13B +$12.2M +288,860 +1%
Franklin Resources
3
Franklin Resources
California
$972M -$2.25M -53,365 -0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$856M -$11.4M -270,432 -1%
BlackRock
5
BlackRock
New York
$827M -$1.17M -27,751 -0.1%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$569M -$43.6M -1,034,723 -7%
State Street
7
State Street
Massachusetts
$548M -$27.8M -659,848 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$344M -$7.42M -175,996 -2%
Pzena Investment Management
9
Pzena Investment Management
New York
$228M +$3.62M +85,913 +2%
Boston Partners
10
Boston Partners
Massachusetts
$195M +$3.6M +85,422 +2%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$155M +$260K +6,175 +0.2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$153M +$146M +3,457,972 +9,673%
Norges Bank
13
Norges Bank
Norway
$148M +$20.6M +488,666 +17%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$145M -$7.03M -166,910 -5%
Fidelity International
15
Fidelity International
Bermuda
$134M -$157M -3,720,792 -55%
Northern Trust
16
Northern Trust
Illinois
$132M -$1.18M -28,048 -0.9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$125M -$6.75M -160,090 -5%
Goldman Sachs
18
Goldman Sachs
New York
$124M -$1.33M -31,626 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$113M -$390K -9,264 -0.4%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$104M +$20.6M +488,797 +26%
O
21
OppenheimerFunds
New York
$96.4M +$17.1M +405,829 +23%
AGA
22
Altrinsic Global Advisors
Connecticut
$94.6M +$18.1M +429,492 +25%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$88M -$8.14M -193,087 -9%
Bank of America
24
Bank of America
North Carolina
$83.9M -$16.6M -393,044 -17%
USAA
25
United Services Automobile Association
Texas
$68.8M -$1.54M -36,553 -2%

XL Hedge Fund Activity: Q2 2017 in Review

369 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in XL Group Ltd. (XL) for Q2 2017, worth a combined $10.9B — up 6.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new XL positions and 32 closed out — a net gain of 17 holders — while 123 added to existing stakes and 150 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $146M. The largest seller was Fidelity International, cutting an estimated $157M.

  • 369 institutional investors held XL Group Ltd. (XL) as of Q2 2017, up from 356 in Q1 2017.
  • Funds reported $10.9B of XL Group Ltd. stock for Q2 2017, up 6.7% quarter-over-quarter.
  • 49 funds opened new XL Group Ltd. positions in Q2 2017 and 32 closed out, a net change of +17 holders.
  • The largest XL Group Ltd. buyer in Q2 2017 was Janus Henderson Group, an estimated $146M added.
  • The largest XL Group Ltd. seller in Q2 2017 was Fidelity International, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2017.