White Mountains Insurance
WTM
208 hedge funds and large institutions have $2.42B invested in White Mountains Insurance in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 36 closing their positions.
1.03% less ownership
Funds ownership: 88.53% → 87.5% (-1%)
6% less capital invested
Capital invested by funds: $2.57B → $2.42B (-$156M)
9% less funds holding
Funds holding: 228 → 208 (-20)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
38% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 87
50% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$69.4M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$28.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$12M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$85.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.3M |
| 3 |
Goldman Sachs
New York
|
-$16.7M |
| 4 |
BlackRock
New York
|
-$15M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$14.1M |
WTM Hedge Fund Activity: Q2 2020 in Review
208 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2020, worth a combined $2.42B — down 6.1% from $2.57B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of WTM and 18 opened new positions — a net loss of 18 holders — while 87 trimmed existing stakes and 54 added.
The largest buyer was Nuance Investments, opening a new position worth an estimated $69.4M. The largest seller was Victory Capital Management, cutting an estimated $85.2M.
- 208 institutional investors held White Mountains Insurance (WTM) as of Q2 2020, down from 228 in Q1 2020.
- Funds reported $2.42B of White Mountains Insurance stock for Q2 2020, down 6.1% quarter-over-quarter.
- 18 funds opened new White Mountains Insurance positions in Q2 2020 and 36 closed out, a net change of -18 holders.
- The largest White Mountains Insurance buyer in Q2 2020 was Nuance Investments, an estimated $69.4M added.
- The largest White Mountains Insurance seller in Q2 2020 was Victory Capital Management, an estimated $85.2M sold.
Based on aggregated 13F filings for Q2 2020.