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White Mountains Insurance

203 hedge funds and large institutions have $3.15B invested in White Mountains Insurance in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

6% more funds holding

Funds holding: 191203 (+12)

6% more ownership

Funds ownership: 76.37%82.37% (+6%)

1% more capital invested

Capital invested by funds: $3.11B → $3.15B (+$33.4M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

25% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 79

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
29
Increased
59
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Scout Investments
Missouri
$26.5M -$726K -866 -3%
Northern Trust
27
Northern Trust
Illinois
$25.9M +$167K +199 +0.6%
MAA
28
Mraz Amerine & Associates
California
$25.6M -$240K -286 -0.9%
IAM
29
Impax Asset Management
New Hampshire
$24.7M +$4.37M +5,220 +21%
EP
30
Elkhorn Partners
Nebraska
$24M +$21K +25 +0.1%
MWM
31
Mascoma Wealth Management
New Hampshire
$20.5M +$20.6M +24,551 New
PPA
32
Parametric Portfolio Associates
Washington
$17.9M -$1.29M -1,545 -7%
MAM
33
Martingale Asset Management
Massachusetts
$16.6M -$918K -1,095 -5%
Ameriprise
34
Ameriprise
Minnesota
$16.6M +$1.66M +1,976 +11%
Charles Schwab
35
Charles Schwab
California
$16.4M -$183K -218 -1%
AQR Capital Management
36
AQR Capital Management
Connecticut
$16.3M +$2.06M +2,452 +14%
Invesco
37
Invesco
Georgia
$15.9M +$883K +1,053 +6%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$15.9M -$670K -800 -4%
Norges Bank
39
Norges Bank
Norway
$15.9M +$11.6M +13,868 +269%
Renaissance Technologies
40
Renaissance Technologies
New York
$14.7M +$4.02M +4,800 +38%
GCM
41
GoodHaven Capital Management
New Jersey
$14.7M -$4.29M -5,120 -23%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$13.9M +$269K +321 +2%
STCG
43
Speece Thorson Capital Group
Minnesota
$13.8M -$1.62M -1,930 -10%
HighTower Advisors
44
HighTower Advisors
Illinois
$12.5M -$118K -141 -0.9%
TCIM
45
TIAA CREF Investment Management
New York
$10.9M +$397K +474 +4%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$8.94M -$2.62M -3,130 -23%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$8.36M -$754K -900 -8%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$8.1M +$8.11M +9,674 New
AG
49
Aperio Group
California
$7.72M +$297K +354 +4%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.62M -$1.01M -1,200 -12%

WTM Hedge Fund Activity: Q4 2016 in Review

203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2016, worth a combined $3.15B — up 1.1% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WTM positions and 14 closed out — a net gain of 15 holders — while 59 added to existing stakes and 79 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $23.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.7M.

  • 203 institutional investors held White Mountains Insurance (WTM) as of Q4 2016, up from 191 in Q3 2016.
  • Funds reported $3.15B of White Mountains Insurance stock for Q4 2016, up 1.1% quarter-over-quarter.
  • 29 funds opened new White Mountains Insurance positions in Q4 2016 and 14 closed out, a net change of +15 holders.
  • The largest White Mountains Insurance buyer in Q4 2016 was River Road Asset Management, an estimated $23.1M added.
  • The largest White Mountains Insurance seller in Q4 2016 was T. Rowe Price Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2016.