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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
26
Mraz Amerine & Associates
California
$28.2M -$454K -472 -2%
EP
27
Elkhorn Partners
Nebraska
$26.4M -$960K -998 -4%
Federated Hermes
28
Federated Hermes
Pennsylvania
$26.4M -$589K -612 -2%
PPA
29
Parametric Portfolio Associates
Washington
$25M +$6.73K +7 +0%
SI
30
Scout Investments
Missouri
$24.7M -$516K -536 -2%
TSW
31
Thompson Siegel & Walmsley
Virginia
$22.8M -$1.97M -2,048 -8%
FAM
32
Fenimore Asset Management
New York
$22.7M -$45.2K -47 -0.2%
N
33
Nuveen
North Carolina
$18.5M +$17.4M +18,136 New
CTA
34
Carillon Tower Advisers
Florida
$17M
Impax Asset Management Group
35
Impax Asset Management Group
United Kingdom
$16.2M -$3.1M -3,224 -17%
Charles Schwab
36
Charles Schwab
California
$15.8M +$86.6K +90 +0.6%
Select Equity Group
37
Select Equity Group
New York
$15.1M +$14.2M +14,803 New
RJA
38
Raymond James & Associates
Florida
$15M -$1.21M -1,256 -8%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$14.4M -$178K -185 -1%
American Century Companies
40
American Century Companies
Missouri
$14.3M +$414K +430 +3%
EAM
41
Eagle Asset Management
Florida
$13.3M -$86.6K -90 -0.7%
STCG
42
Speece Thorson Capital Group
Minnesota
$13.2M -$767K -797 -6%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$13.2M +$641K +666 +5%
Man Group
44
Man Group
United Kingdom
$11.6M -$1.42M -1,474 -12%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$9.16M +$962 +1 +0%
Legal & General Group
46
Legal & General Group
United Kingdom
$6.57M +$3.25M +3,374 +110%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$6.38M
AG
48
Aperio Group
California
$6.37M -$2.22M -2,312 -27%
USAA
49
United Services Automobile Association
Texas
$6.18M +$1.01M +1,053 +21%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.07M +$192K +200 +3%

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.