We are live on ! Find out more
WTM icon

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
NI
251
Nuance Investments
Missouri
-$16M -17,277 Closed
Hotchkis & Wiley Capital Management
252
Hotchkis & Wiley Capital Management
California
-$4.2M -4,542 Closed
SIC
253
Starr International Company
Switzerland
-$2.86M -3,092 Closed
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
-$2.15M -2,320 Closed
UH
255
Unigestion Holding
Switzerland
-$2.13M -2,300 Closed
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
-$903K -976 Closed
PCA
257
Personal Capital Advisors
California
-$689K -744 Closed
Tudor Investment Corp
258
Tudor Investment Corp
Connecticut
-$634K -685 Closed
Balyasny Asset Management
259
Balyasny Asset Management
Illinois
-$503K -544 Closed
BAM
260
Blueshift Asset Management
New Jersey
-$434K -469 Closed
DADC
261
D.A. Davidson & Co
Montana
-$387K -418 Closed
FP
262
Factorial Partners
New York
-$321K -347 Closed
Franklin Resources
263
Franklin Resources
California
-$231K -250 Closed
ARTA
264
A.R.T. Advisors
New York
-$218K -236 Closed
CAM
265
Columbia Asset Management
Michigan
-$170K -184 Closed
MWA
266
Marshall Wace Asia
Hong Kong
-$31K -33 Closed
MIM
267
MetLife Investment Management
New Jersey
-$4.63K -5 Closed
C
268
Cerebellum
California
-$4K -4 Closed
BBHC
269
Brown Brothers Harriman & Co
New York
-$3K -3 Closed
Lazard Asset Management
270
Lazard Asset Management
New York
-$2K -3 Closed
AIA
271
Alera Investment Advisors
Illinois
-$1K -1 Closed
AIM
272
Assured Investment Management
New York
-$1K -1 Closed
PWM
273
PRW Wealth Management
Massachusetts
-$1K -1 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.