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White Mountains Insurance
WTM

Overview Fund Activity

186 hedge funds and large institutions have $3.1B invested in White Mountains Insurance in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
22
Increased
64
Reduced
62
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$56.9M
2
CC
2
Cannell & Co
New York
$23.9M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$141M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$16.3M
5
WCM
5
Wallace Capital Management
Texas
$40.2M

Top Sellers

1
TAM
1
Third Avenue Management
New York
$115M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$1.99M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$70K
4
KFC
4
Klingenstein Fields & Co
New York
$1.57M
5
AR
5
Advisory Research
Illinois
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$20.4M +$1.01M +1,682 +5%
TSW
27
Thompson Siegel & Walmsley
Virginia
$20.1M +$789K +1,316 +4%
Ameriprise
28
Ameriprise
Minnesota
$20.1M +$677K +1,129 +3%
EP
29
Elkhorn Partners
Nebraska
$18.3M +$1.39M +2,322 +8%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$18.1M +$1.02M +1,697 +6%
STCG
31
Speece Thorson Capital Group
Minnesota
$18M +$1.07M +1,790 +6%
Fuller & Thaler Asset Management
32
Fuller & Thaler Asset Management
California
$16.3M +$16.3M +27,140 New
MAA
33
Mraz Amerine & Associates
California
$16.1M +$1.39M +2,320 +9%
Northern Trust
34
Northern Trust
Illinois
$15.1M -$854K -1,423 -5%
Renaissance Technologies
35
Renaissance Technologies
New York
$14M +$5.34M +8,900 +62%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$13.9M -$738K -1,231 -5%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$12.5M -$660K -1,100 -5%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$11M +$212K +353 +2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$8.92M -$297K -500 -3%
Morgan Stanley
40
Morgan Stanley
New York
$7.88M +$5.11M +8,523 +185%
PPA
41
Parametric Portfolio Associates
Washington
$7.43M -$1.26M -2,093 -14%
ACM
42
Atlanta Capital Management
Georgia
$7.25M +$3.2M +5,338 +79%
Bank of America
43
Bank of America
North Carolina
$6.91M +$916K +1,527 +15%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$6.74M +$60K +100 +0.9%
TCIM
45
TIAA CREF Investment Management
New York
$5.89M -$716K -1,194 -11%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$5.72M +$239K +399 +4%
RFC
47
Russell Frank Company
Washington
$5.71M -$78K -130 -1%
First Trust Advisors
48
First Trust Advisors
Illinois
$5.44M +$648K +1,081 +14%
Charles Schwab
49
Charles Schwab
California
$5.23M +$456K +760 +10%
AF
50
Aegis Financial
Virginia
$4.9M -$331K -551 -6%
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