White Mountains Insurance
196 hedge funds and large institutions have $3.51B invested in White Mountains Insurance in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 14 closing their positions.
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
5% more funds holding
Funds holding: 186 → 196 (+10)
2.46% more ownership
Funds ownership: 82.54% → 85% (+2.5%)
4% less capital invested
Capital invested by funds: $3.68B → $3.51B (-$164M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
33% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$15M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$12.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.54M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$5.97M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$17.7M |
| 2 |
TAM
Third Avenue Management
New York
|
-$15.8M |
| 3 |
SCP
Scoria Capital Partners
Stamford,
Connecticut
|
-$12.9M |
| 4 |
AI
Analytic Investors
Los Angeles,
California
|
-$11.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$11.8M |
WTM Hedge Fund Activity: Q4 2015 in Review
196 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2015, worth a combined $3.51B — down 4.5% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WTM positions and 14 closed out — a net gain of 10 holders — while 50 added to existing stakes and 75 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $15M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $17.7M.
- 196 institutional investors held White Mountains Insurance (WTM) as of Q4 2015, up from 186 in Q3 2015.
- Funds reported $3.51B of White Mountains Insurance stock for Q4 2015, down 4.5% quarter-over-quarter.
- 24 funds opened new White Mountains Insurance positions in Q4 2015 and 14 closed out, a net change of +10 holders.
- The largest White Mountains Insurance buyer in Q4 2015 was Fuller & Thaler Asset Management, an estimated $15M added.
- The largest White Mountains Insurance seller in Q4 2015 was Hotchkis & Wiley Capital Management, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2015.