White Mountains Insurance
WTM
231 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 21 closing their positions.
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
1% less funds holding
Funds holding: 233 → 231 (-2)
9% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 78
1.34% less ownership
Funds ownership: 87.24% → 85.9% (-1.3%)
8% less capital invested
Capital invested by funds: $3.11B → $2.86B (-$257M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
+$32.9M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$19.6M |
| 3 |
RA
Royce & Associates
New York
|
+$7.7M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$7.37M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$39.7M |
| 2 |
MAP
Madison Avenue Partners
New York
|
-$23.8M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$20.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.3M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$6.73M |
WTM Hedge Fund Activity: Q3 2021 in Review
231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2021, worth a combined $2.86B — down 8.2% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WTM positions and 21 closed out — a net gain of 1 holder — while 71 added to existing stakes and 78 trimmed.
The largest buyer was Pendal Group, opening a new position worth an estimated $32.9M. The largest seller was Victory Capital Management, cutting an estimated $39.7M.
- 231 institutional investors held White Mountains Insurance (WTM) as of Q3 2021, down from 233 in Q2 2021.
- Funds reported $2.86B of White Mountains Insurance stock for Q3 2021, down 8.2% quarter-over-quarter.
- 22 funds opened new White Mountains Insurance positions in Q3 2021 and 21 closed out, a net change of +1 holder.
- The largest White Mountains Insurance buyer in Q3 2021 was Pendal Group, an estimated $32.9M added.
- The largest White Mountains Insurance seller in Q3 2021 was Victory Capital Management, an estimated $39.7M sold.
Based on aggregated 13F filings for Q3 2021.