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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$17K
BAMG
227
Brand Asset Management Group
Missouri
$15K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$15K +$6.73K +7 +88%
Bessemer Group
229
Bessemer Group
New Jersey
$12K
PCP
230
Proficio Capital Partners
Massachusetts
$12K +$6.73K +7 +140%
CFN
231
Cordasco Financial Network
Florida
$10K
ZB
232
Zions Bancorporation
Utah
$10K
VCM
233
Versant Capital Management
Arizona
$9K -$1.92K -2 -18%
HIM
234
Hillsdale Investment Management
Ontario, Canada
$8K -$3.85K -4 -33%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$8K
TL
236
TrueWealth LLC
Georgia
$7K -$3.85K -4 -36%
QCG
237
Quadrant Capital Group
Ohio
$6K
RCAG
238
Rehmann Capital Advisory Group
Michigan
$4.08K
LWCFA
239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
AIS
240
Accurate Investment Solutions
Pennsylvania
$4K +$3.85K +4 New
BCA
241
Berman Capital Advisors
Georgia
$4K +$3.85K +4 New
SQA
242
Simon Quick Advisors
New Jersey
$3.06K +$2.89K +3 New
PAM
243
Panagora Asset Management
Massachusetts
$3K
TNBTD
244
Trustmark National Bank Trust Department
Mississippi
$3K
CIA
245
CSat Investment Advisory
Michigan
$3K +$2.89K +3 New
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$2K
EARNEST Partners
247
EARNEST Partners
Georgia
$1K
TFO
248
Tarbox Family Office
California
$1K +$962 +1 New
GT
249
Glenmede Trust
Pennsylvania
$676 -$9.62K -10 -1%
Capital International Investors
250
Capital International Investors
California
-$17.4M -18,800 Closed

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.