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White Mountains Insurance

259 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.09B → $3.31B (+$228M)

6% more funds holding

Funds holding: 244259 (+15)

0.5% less ownership

Funds ownership: 89.75%89.25% (-0.5%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 104

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
30
Increased
62
Reduced
104
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.6K
Nomura Asset Management
227
Nomura Asset Management
Japan
$32.4K +$11.6K +10 +63%
CA
228
Centerpoint Advisors
Massachusetts
$31K
FHA
229
First Horizon Advisors
Tennessee
$30K +$29K +25 New
PCG
230
Private Capital Group
Connecticut
$29K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$20K +$1.16K +1 +7%
QCG
232
Quadrant Capital Group
Ohio
$20K +$18.6K +16 New
ZIG
233
Zullo Investment Group
Pennsylvania
$17K -$3.48K -3 -18%
ETC
234
Exchange Traded Concepts
Oklahoma
$14K -$11.6K -10 -48%
Bessemer Group
235
Bessemer Group
New Jersey
$12K
CFN
236
Cordasco Financial Network
Florida
$12K
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$12K
CFGS
238
Concourse Financial Group Securities
Alabama
$12K +$1.16K +1 +11%
TCWM
239
Total Clarity Wealth Management
Illinois
$12K +$11.6K +10 New
APA
240
American Portfolios Advisors
New York
$11.2K
CAL
241
Capital Advisors Ltd
Ohio
$11K
RCM
242
Raleigh Capital Management
North Carolina
$10K
BIA
243
Bell Investment Advisors
California
$10K +$9.29K +8 New
ODG
244
O'Dell Group
Ohio
$9K
PA
245
Parallel Advisors
California
$9K +$1.16K +1 +17%
JWA
246
JFS Wealth Advisors
Pennsylvania
$7K +$4.65K +4 +200%
PTC
247
Private Trust Company
Ohio
$7K +$6.97K +6 New
SC
248
Schubert & Co
Texas
$6K +$4.65K +4 +400%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$4K
Loomis, Sayles & Company
250
Loomis, Sayles & Company
Massachusetts
$4K +$3.48K +3 New

WTM Hedge Fund Activity: Q2 2022 in Review

259 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2022, worth a combined $3.31B — up 7.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WTM positions and 12 closed out — a net gain of 18 holders — while 62 added to existing stakes and 104 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 259 institutional investors held White Mountains Insurance (WTM) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2022 and 12 closed out, a net change of +18 holders.
  • The largest White Mountains Insurance buyer in Q2 2022 was Reinhart Partners, an estimated $34.2M added.
  • The largest White Mountains Insurance seller in Q2 2022 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.