White Mountains Insurance
WTM
253 hedge funds and large institutions have $3.06B invested in White Mountains Insurance in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 91 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
2% more funds holding
Funds holding: 248 → 253 (+5)
2% more capital invested
Capital invested by funds: $3B → $3.06B (+$64.4M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.98% less ownership
Funds ownership: 86.96% → 85.99% (-0.98%)
30% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$12M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$10.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.8M |
| 4 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$8.07M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$12.3M |
| 2 |
Goldman Sachs
New York
|
-$11.4M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$11.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$10.3M |
| 5 |
Select Equity Group
New York
|
-$8.58M |
WTM Hedge Fund Activity: Q4 2019 in Review
253 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2019, worth a combined $3.06B — up 2.1% from $3B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WTM positions and 10 closed out — a net gain of 12 holders — while 64 added to existing stakes and 91 trimmed.
The largest buyer was River Road Asset Management, adding an estimated $12M. The largest seller was Nuveen, cutting an estimated $12.3M.
- 253 institutional investors held White Mountains Insurance (WTM) as of Q4 2019, up from 248 in Q3 2019.
- Funds reported $3.06B of White Mountains Insurance stock for Q4 2019, up 2.1% quarter-over-quarter.
- 22 funds opened new White Mountains Insurance positions in Q4 2019 and 10 closed out, a net change of +12 holders.
- The largest White Mountains Insurance buyer in Q4 2019 was River Road Asset Management, an estimated $12M added.
- The largest White Mountains Insurance seller in Q4 2019 was Nuveen, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2019.