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White Mountains Insurance

174 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 84.18%84.46% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less capital invested

Capital invested by funds: $3.45B → $3.31B (-$136M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 178174 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
15
Increased
57
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
26
Thompson Siegel & Walmsley
Virginia
$21.4M -$1.99K -3 -0%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$21.1M +$2.75M +4,140 +15%
IAM
28
Impax Asset Management
New Hampshire
$20.7M +$8.26M +12,450 +65%
EP
29
Elkhorn Partners
Nebraska
$20.4M +$199K +300 +1%
MAA
30
Mraz Amerine & Associates
California
$19.9M +$305K +460 +2%
Wells Fargo
31
Wells Fargo
California
$19.8M -$432K -651 -2%
STCG
32
Speece Thorson Capital Group
Minnesota
$19.4M -$824K -1,242 -4%
GCM
33
GoodHaven Capital Management
New Jersey
$18.6M -$3.37M -5,085 -15%
Norges Bank
34
Norges Bank
Norway
$18.4M -$1.59M -2,400 -8%
HIM
35
Hermes Investment Management
United Kingdom
$17.1M +$75.6K +114 +0.4%
Ameriprise
36
Ameriprise
Minnesota
$15.9M -$1.8M -2,707 -10%
CSC
37
Cove Street Capital
California
$14.6M +$490K +738 +3%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$14.1M +$663 +1 +0%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$13.5M +$116K +175 +0.9%
Charles Schwab
40
Charles Schwab
California
$12.7M +$1.17M +1,767 +10%
AI
41
Analytic Investors
California
$12.1M +$4.89M +7,375 +67%
PPA
42
Parametric Portfolio Associates
Washington
$11.5M -$367K -553 -3%
HighTower Advisors
43
HighTower Advisors
Illinois
$11.2M +$11.3M +17,029 New
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$8.84M -$398K -600 -4%
ACM
45
Atlanta Capital Management
Georgia
$8.84M +$910K +1,372 +11%
VDBMI
46
Van Den Berg Management I
Texas
$8.72M +$290K +437 +3%
Bank of America
47
Bank of America
North Carolina
$8.38M +$853K +1,286 +11%
BAM
48
Burgundy Asset Management
Ontario, Canada
$7.81M +$466K +702 +6%
TCIM
49
TIAA CREF Investment Management
New York
$7.68M +$59.7K +90 +0.8%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.17M -$513K -774 -7%

WTM Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2015, worth a combined $3.31B — down 4% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WTM and 15 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $12.9M. The largest seller was Franklin Resources, cutting an estimated $13.3M.

  • 174 institutional investors held White Mountains Insurance (WTM) as of Q2 2015, down from 178 in Q1 2015.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2015, down 4% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest White Mountains Insurance buyer in Q2 2015 was T. Rowe Price Associates, an estimated $12.9M added.
  • The largest White Mountains Insurance seller in Q2 2015 was Franklin Resources, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2015.