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White Mountains Insurance
WTM

186 hedge funds and large institutions have $3.12B invested in White Mountains Insurance in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

12% more capital invested

Capital invested by funds: $2.79B → $3.12B (+$328M)

4.08% more ownership

Funds ownership: 79.64% → 83.72% (+4.1%)

3% more funds holding

Funds holding: 180 → 186 (+6)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
5.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
18
Increased
66
Reduced
59
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$117M
2
LCOV
London Company of Virginia
Virginia
+$19.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$12.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.91M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$5.07M
2
AL
AJO LP
Pennsylvania
-$5.01M
3
OAM
Oxford Asset Management
United Kingdom
-$3.53M
4
Jennison Associates
Jennison Associates
New York
-$3.37M
5
HK
Horizon Kinetics
New York
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Aegis Financial
Virginia
$5.26M – – –
First Trust Advisors
52
First Trust Advisors
Illinois
$4.82M +$1.25M +2,120 +36%
Charles Schwab
53
Charles Schwab
California
$4.79M +$325K +551 +7%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$4.74M +$68.4K +116 +1%
Deutsche Bank
55
Deutsche Bank
Germany
$4.62M -$706K -1,198 -14%
JAM
56
Jacobs Asset Management
New York
$4.52M – – –
JHIU
57
Janus Henderson Investors US
Colorado
$4.22M +$177K +300 +4%
ACM
58
Atlanta Capital Management
Georgia
$4.07M +$1.27M +2,160 +47%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$4.05M – – –
BAM
60
Burgundy Asset Management
Ontario, Canada
$3.99M +$3.9M +6,623 New
CC
61
Capital Counsel
New York
$3.74M – – –
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$3.39M -$263K -446 -7%
AllianceBernstein
63
AllianceBernstein
Tennessee
$3.35M -$142K -241 -4%
Brown Advisory
64
Brown Advisory
Maryland
$3.21M – – –
LDB
65
Lee, Danner & Bass
Tennessee
$3.08M – – –
QI
66
Qualcomm Inc
California
$3.08M – – –
PI
67
PGGM Investments
Netherlands
$2.84M +$2.77M +4,702 New
Morgan Stanley
68
Morgan Stanley
New York
$2.78M -$456K -773 -14%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$2.71M -$29.5K -50 -1%
ARC
70
Absolute Return Capital
Massachusetts
$2.64M +$2.58M +4,381 New
BlackRock
71
BlackRock
New York
$2.62M -$3.54K -6 -0.1%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$2.58M -$239K -405 -9%
Two Sigma Investments
73
Two Sigma Investments
New York
$2.5M +$2.09M +3,540 +578%
TA
74
Teachers Advisors
New York
$2.41M +$101K +172 +5%
M&T Bank
75
M&T Bank
New York
$2.3M -$86K -146 -4%
1 2
3
4 5

WTM Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2013, worth a combined $3.12B — up 12% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WTM positions and 10 closed out — a net gain of 8 holders — while 66 added to existing stakes and 59 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $117M. The largest seller was Boston Partners, cutting an estimated $5.07M.

  • 186 institutional investors held White Mountains Insurance (WTM) as of Q4 2013, up from 180 in Q3 2013.
  • Funds reported $3.12B of White Mountains Insurance stock for Q4 2013, up 12% quarter-over-quarter.
  • 18 funds opened new White Mountains Insurance positions in Q4 2013 and 10 closed out, a net change of +8 holders.
  • The largest White Mountains Insurance buyer in Q4 2013 was Hotchkis & Wiley Capital Management, an estimated $117M added.
  • The largest White Mountains Insurance seller in Q4 2013 was Boston Partners, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2013.