White Mountains Insurance
214 hedge funds and large institutions have $2.65B invested in White Mountains Insurance in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 17 closing their positions.
124% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 17
11% more funds holding
Funds holding: 193 → 214 (+21)
0.38% more ownership
Funds ownership: 82.76% → 83.14% (+0.38%)
0% less capital invested
Capital invested by funds: $2.66B → $2.65B (-$5.88M)
24% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 79
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$43.1M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$27.6M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$22.5M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$20.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$69.4M |
| 2 |
Jennison Associates
New York
|
-$26.8M |
| 3 |
Renaissance Technologies
New York
|
-$18.4M |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
-$17.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15.3M |
WTM Hedge Fund Activity: Q4 2017 in Review
214 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2017, worth a combined $2.65B — down 0.22% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WTM positions and 17 closed out — a net gain of 21 holders — while 60 added to existing stakes and 79 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $43.1M. The largest seller was Franklin Resources, cutting an estimated $69.4M.
- 214 institutional investors held White Mountains Insurance (WTM) as of Q4 2017, up from 193 in Q3 2017.
- Funds reported $2.65B of White Mountains Insurance stock for Q4 2017, down 0.22% quarter-over-quarter.
- 38 funds opened new White Mountains Insurance positions in Q4 2017 and 17 closed out, a net change of +21 holders.
- The largest White Mountains Insurance buyer in Q4 2017 was Capital World Investors, an estimated $43.1M added.
- The largest White Mountains Insurance seller in Q4 2017 was Franklin Resources, an estimated $69.4M sold.
Based on aggregated 13F filings for Q4 2017.