White Mountains Insurance
WTM
243 hedge funds and large institutions have $2.37B invested in White Mountains Insurance in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 84 reducing their positions, and 22 closing their positions.
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
2% more funds holding
Funds holding: 239 → 243 (+4)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.22% less ownership
Funds ownership: 87.24% → 87.01% (-0.22%)
7% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 84
9% less capital invested
Capital invested by funds: $2.6B → $2.37B (-$223M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$26.7M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$12.3M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$11.3M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$9.91M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$8.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
-$26.8M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$20.5M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$15.1M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$8.28M |
| 5 |
Goldman Sachs
New York
|
-$7.23M |
WTM Hedge Fund Activity: Q4 2018 in Review
243 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2018, worth a combined $2.37B — down 8.6% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new WTM positions and 22 closed out — a net gain of 4 holders — while 78 added to existing stakes and 84 trimmed.
The largest buyer was Wells Fargo, adding an estimated $26.7M. The largest seller was Third Avenue Management, exiting entirely with an estimated $26.8M sold.
- 243 institutional investors held White Mountains Insurance (WTM) as of Q4 2018, up from 239 in Q3 2018.
- Funds reported $2.37B of White Mountains Insurance stock for Q4 2018, down 8.6% quarter-over-quarter.
- 26 funds opened new White Mountains Insurance positions in Q4 2018 and 22 closed out, a net change of +4 holders.
- The largest White Mountains Insurance buyer in Q4 2018 was Wells Fargo, an estimated $26.7M added.
- The largest White Mountains Insurance seller in Q4 2018 was Third Avenue Management, an estimated $26.8M sold.
Based on aggregated 13F filings for Q4 2018.