White Mountains Insurance
295 hedge funds and large institutions have $3.72B invested in White Mountains Insurance in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 15 closing their positions.
187% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 15
10% more capital invested
Capital invested by funds: $3.4B → $3.72B (+$323M)
9% more funds holding
Funds holding: 271 → 295 (+24)
7.86% more ownership
Funds ownership: 88.64% → 96.5% (+7.9%)
12% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 100
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$287M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$23.7M |
| 3 |
Select Equity Group
New York
|
+$18.4M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$17M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$8.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$32.6M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$11.9M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$6.37M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$6.07M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Jane Street
New York
| – | -$360K | -241 | Closed |
|
|
WA
302
Wealthstar Advisors
Plano,
Texas
| – | -$287K | -192 | Closed |
|
|
GT
303
Glenview Trust
Louisville,
Kentucky
| – | -$266K | -178 | Closed |
|
|
BRWA
304
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$248K | -166 | Closed |
|
|
CSS
305
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$219K | -147 | Closed |
|
|
SSA
306
Schonfeld Strategic Advisors
New York
| – | -$212K | -142 | Closed |
|
|
KI
307
Kapitalo Investimentos
Sao Paulo,
Brazil
| – | -$138K | -92 | Closed |
|
308
Point72 Asset Management
Stamford,
Connecticut
| – | -$18.5K | -12 | Closed |
|
|
CCP
309
Carmel Capital Partners
San Diego,
California
| – | -$10.5K | -7 | Closed |
|
310
EARNEST Partners
Atlanta,
Georgia
| – | -$1.5K | -1 | Closed |
|
WTM Hedge Fund Activity: Q4 2023 in Review
295 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2023, worth a combined $3.72B — up 9.5% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new WTM positions and 15 closed out — a net gain of 28 holders — while 88 added to existing stakes and 100 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $287M. The largest seller was Boston Partners, cutting an estimated $32.6M.
- 295 institutional investors held White Mountains Insurance (WTM) as of Q4 2023, up from 271 in Q3 2023.
- Funds reported $3.72B of White Mountains Insurance stock for Q4 2023, up 9.5% quarter-over-quarter.
- 43 funds opened new White Mountains Insurance positions in Q4 2023 and 15 closed out, a net change of +28 holders.
- The largest White Mountains Insurance buyer in Q4 2023 was Morgan Stanley, an estimated $287M added.
- The largest White Mountains Insurance seller in Q4 2023 was Boston Partners, an estimated $32.6M sold.
Based on aggregated 13F filings for Q4 2023.