White Mountains Insurance
WTM
265 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
9.02% more ownership
Funds ownership: 78.74% → 87.75% (+9%)
5% more funds holding
Funds holding: 252 → 265 (+13)
0% more capital invested
Capital invested by funds: $2.98B → $2.98B (+$876K)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
30% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$225M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.2M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$17.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$12.6M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$7.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$77.4M |
| 2 |
Select Equity Group
New York
|
-$17.1M |
| 3 |
Millennium Management
New York
|
-$9.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.99M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$6.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ODG
276
O'Dell Group
Cincinnati,
Ohio
| – | -$9K | -7 | Closed |
|
277
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -3 | Closed |
|
|
SCA
278
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$3K | -2 | Closed |
|
|
AF
279
Allworth Financial
Folsom,
California
| – | -$1K | -1 | Closed |
|
WTM Hedge Fund Activity: Q4 2022 in Review
265 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2022, worth a combined $2.98B — up 0.03% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WTM positions and 14 closed out — a net gain of 20 holders — while 68 added to existing stakes and 97 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $225M. The largest seller was Southeastern Asset Management, cutting an estimated $77.4M.
- 265 institutional investors held White Mountains Insurance (WTM) as of Q4 2022, up from 252 in Q3 2022.
- Funds reported $2.98B of White Mountains Insurance stock for Q4 2022, up 0.03% quarter-over-quarter.
- 34 funds opened new White Mountains Insurance positions in Q4 2022 and 14 closed out, a net change of +20 holders.
- The largest White Mountains Insurance buyer in Q4 2022 was Morgan Stanley, an estimated $225M added.
- The largest White Mountains Insurance seller in Q4 2022 was Southeastern Asset Management, an estimated $77.4M sold.
Based on aggregated 13F filings for Q4 2022.