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White Mountains Insurance

183 hedge funds and large institutions have $3.2B invested in White Mountains Insurance in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 83.54%85.07% (+1.5%)

3% more capital invested

Capital invested by funds: $3.1B → $3.2B (+$98.8M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 186183 (-3)

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
15
Increased
58
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$21.5M +$4.88M +8,200 +30%
Ameriprise
27
Ameriprise
Minnesota
$20.3M -$32.2K -54 -0.2%
Wells Fargo
28
Wells Fargo
California
$20.2M -$531K -892 -3%
TSW
29
Thompson Siegel & Walmsley
Virginia
$19.7M -$712K -1,196 -4%
EP
30
Elkhorn Partners
Nebraska
$18.8M +$210K +353 +1%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$18.3M -$79.8K -134 -0.4%
STCG
32
Speece Thorson Capital Group
Minnesota
$18.1M -$143K -240 -0.8%
MAA
33
Mraz Amerine & Associates
California
$17M +$681K +1,143 +4%
Northern Trust
34
Northern Trust
Illinois
$16M +$592K +994 +4%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$13.8M -$280K -471 -2%
Renaissance Technologies
36
Renaissance Technologies
New York
$13.7M -$481K -807 -3%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$12.4M -$214K -360 -2%
PPA
38
Parametric Portfolio Associates
Washington
$11.2M +$3.62M +6,078 +49%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$11.2M
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$9.06M -$59.6K -100 -0.7%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$7.98M +$3.81M +6,400 +95%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$7.65M +$1.81M +3,042 +32%
ACM
43
Atlanta Capital Management
Georgia
$7.39M +$44.7K +75 +0.6%
VDBMI
44
Van Den Berg Management I
Texas
$6.87M +$6.72M +11,288 New
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$6.84M
First Trust Advisors
46
First Trust Advisors
Illinois
$6.58M +$1.03M +1,737 +19%
Bank of America
47
Bank of America
North Carolina
$6.19M -$803K -1,348 -12%
RFC
48
Russell Frank Company
Washington
$6.05M +$247K +415 +4%
BAM
49
Burgundy Asset Management
Ontario, Canada
$5.86M +$1.6M +2,692 +39%
Charles Schwab
50
Charles Schwab
California
$5.82M +$512K +859 +10%

WTM Hedge Fund Activity: Q2 2014 in Review

183 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2014, worth a combined $3.2B — up 3.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WTM and 15 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 58 added.

The largest buyer was Wellington Management Group, adding an estimated $42.6M. The largest seller was London Company of Virginia, cutting an estimated $19M.

  • 183 institutional investors held White Mountains Insurance (WTM) as of Q2 2014, down from 186 in Q1 2014.
  • Funds reported $3.2B of White Mountains Insurance stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2014 and 18 closed out, a net change of -3 holders.
  • The largest White Mountains Insurance buyer in Q2 2014 was Wellington Management Group, an estimated $42.6M added.
  • The largest White Mountains Insurance seller in Q2 2014 was London Company of Virginia, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2014.