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.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
6% more funds holding
Funds holding: 191 → 203 (+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: 8 → 8 (0)
25% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$23.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$11.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.86M |
| 4 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
+$7.06M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$18.7M |
| 2 |
Jennison Associates
New York
|
-$14.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.48M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$8.96M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$8.33M |
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.