White Mountains Insurance
WTM
232 hedge funds and large institutions have $2.62B invested in White Mountains Insurance in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
8% more funds holding
Funds holding: 214 → 232 (+18)
2.1% more ownership
Funds ownership: 83.14% → 85.24% (+2.1%)
5% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 73
1% less capital invested
Capital invested by funds: $2.65B → $2.62B (-$32.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$27.2M |
| 2 |
Goldman Sachs
New York
|
+$20.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.3M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$76.3M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$16.7M |
| 3 |
Millennium Management
New York
|
-$11.4M |
| 4 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$8.82M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$7.12M |
WTM Hedge Fund Activity: Q1 2018 in Review
232 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2018, worth a combined $2.62B — down 1.2% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WTM positions and 14 closed out — a net gain of 19 holders — while 77 added to existing stakes and 73 trimmed.
The largest buyer was Northern Trust, adding an estimated $27.2M. The largest seller was Principal Financial Group, cutting an estimated $76.3M.
- 232 institutional investors held White Mountains Insurance (WTM) as of Q1 2018, up from 214 in Q4 2017.
- Funds reported $2.62B of White Mountains Insurance stock for Q1 2018, down 1.2% quarter-over-quarter.
- 33 funds opened new White Mountains Insurance positions in Q1 2018 and 14 closed out, a net change of +19 holders.
- The largest White Mountains Insurance buyer in Q1 2018 was Northern Trust, an estimated $27.2M added.
- The largest White Mountains Insurance seller in Q1 2018 was Principal Financial Group, an estimated $76.3M sold.
Based on aggregated 13F filings for Q1 2018.