White Mountains Insurance
WTM
261 hedge funds and large institutions have $3.09B invested in White Mountains Insurance in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 21 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
4% more capital invested
Capital invested by funds: $2.98B → $3.09B (+$116M)
0.44% less ownership
Funds ownership: 87.75% → 87.31% (-0.44%)
2% less funds holding
Funds holding: 265 → 261 (-4)
16% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.1M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$13.7M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$9.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.82M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$13.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.37M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$7.47M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$6.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
276
CSS LLC
Chicago,
Illinois
| – | -$242K | -171 | Closed |
|
|
GT
277
Glenview Trust
Louisville,
Kentucky
| – | -$231K | -163 | Closed |
|
278
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$226K | -160 | Closed |
|
|
TSS
279
Two Sigma Securities
New York
| – | -$204K | -144 | Closed |
|
280
Balyasny Asset Management
Chicago,
Illinois
| – | -$25.5K | -18 | Closed |
|
|
CS
281
Comerica Securities
Detroit,
Michigan
| – | -$22.6K | -16 | Closed |
|
|
ZIG
282
Zullo Investment Group
Scranton,
Pennsylvania
| – | -$19.8K | -14 | Closed |
|
283
Rockefeller Capital Management
New York
| – | -$15K | -11 | Closed |
|
WTM Hedge Fund Activity: Q1 2023 in Review
261 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2023, worth a combined $3.09B — up 3.9% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new WTM positions and 21 closed out — a net gain of 2 holders — while 76 added to existing stakes and 90 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.1M. The largest seller was Wellington Management Group, cutting an estimated $18.1M.
- 261 institutional investors held White Mountains Insurance (WTM) as of Q1 2023, down from 265 in Q4 2022.
- Funds reported $3.09B of White Mountains Insurance stock for Q1 2023, up 3.9% quarter-over-quarter.
- 23 funds opened new White Mountains Insurance positions in Q1 2023 and 21 closed out, a net change of +2 holders.
- The largest White Mountains Insurance buyer in Q1 2023 was Morgan Stanley, an estimated $16.1M added.
- The largest White Mountains Insurance seller in Q1 2023 was Wellington Management Group, an estimated $18.1M sold.
Based on aggregated 13F filings for Q1 2023.