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White Mountains Insurance
WTM

180 hedge funds and large institutions have $2.79B invested in White Mountains Insurance in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

2.05% more ownership

Funds ownership: 77.58% → 79.64% (+2.1%)

1% more capital invested

Capital invested by funds: $2.75B → $2.79B (+$36.8M)

2% less funds holding

Funds holding: 183 → 180 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
5.84%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
11
Increased
73
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RP
Reinhart Partners
Wisconsin
+$10.5M
2
LCOV
London Company of Virginia
Virginia
+$8.81M
3
Principal Financial Group
Principal Financial Group
Iowa
+$4.17M
4
GCM
GoodHaven Capital Management
New Jersey
+$3.7M
5
HIM
Hermes Investment Management
United Kingdom
+$3.7M

Top Sellers

Rank Fund Capital Flow
1
KFC
Klingenstein Fields & Co
New York
-$12.2M
2
AL
AJO LP
Pennsylvania
-$3.89M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.85M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.7M
5
ACI
AMP Capital Investors
Australia
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$4.4M +$855K +1,472 +23%
JAM
52
Jacobs Asset Management
New York
$4.26M -$581K -1,000 -12%
Charles Schwab
53
Charles Schwab
California
$4.22M +$536K +923 +14%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$3.81M – – –
JHIU
55
Janus Henderson Investors US
Colorado
$3.8M +$2.9M +5,000 +294%
CC
56
Capital Counsel
New York
$3.52M – – –
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$3.44M +$19.2K +33 +0.5%
First Trust Advisors
58
First Trust Advisors
Illinois
$3.33M +$690K +1,189 +25%
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.29M +$464K +799 +16%
Morgan Stanley
60
Morgan Stanley
New York
$3.06M -$703K -1,210 -18%
Brown Advisory
61
Brown Advisory
Maryland
$3.02M -$98.7K -170 -3%
LDB
62
Lee, Danner & Bass
Tennessee
$2.9M – – –
QI
63
Qualcomm Inc
California
$2.9M – – –
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$2.66M -$13.9K -24 -0.5%
ACM
65
Atlanta Capital Management
Georgia
$2.6M +$708K +1,220 +36%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$2.58M -$203K -350 -7%
JP Morgan Chase
67
JP Morgan Chase
New York
$2.56M -$2.85M -4,905 -52%
BlackRock
68
BlackRock
New York
$2.47M +$926K +1,594 +58%
M&T Bank
69
M&T Bank
New York
$2.24M -$76.7K -132 -3%
TA
70
Teachers Advisors
New York
$2.17M +$36.6K +63 +2%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$2.12M -$33.1K -57 -2%
CS
72
Credit Suisse
Switzerland
$2.01M -$1.44M -2,474 -41%
RA
73
Royce & Associates
New York
$2.01M – – –
Bessemer Group
74
Bessemer Group
New Jersey
$1.9M +$467K +805 +32%
DT
75
Diversified Trust
Tennessee
$1.85M -$17.4K -30 -0.9%
1 2
3
4 5

WTM Hedge Fund Activity: Q3 2013 in Review

180 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2013, worth a combined $2.79B — up 1.3% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WTM and 11 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 73 added.

The largest buyer was Reinhart Partners, adding an estimated $10.5M. The largest seller was Klingenstein Fields & Co, cutting an estimated $12.2M.

  • 180 institutional investors held White Mountains Insurance (WTM) as of Q3 2013, down from 183 in Q2 2013.
  • Funds reported $2.79B of White Mountains Insurance stock for Q3 2013, up 1.3% quarter-over-quarter.
  • 11 funds opened new White Mountains Insurance positions in Q3 2013 and 14 closed out, a net change of -3 holders.
  • The largest White Mountains Insurance buyer in Q3 2013 was Reinhart Partners, an estimated $10.5M added.
  • The largest White Mountains Insurance seller in Q3 2013 was Klingenstein Fields & Co, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2013.