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White Mountains Insurance

183 hedge funds and large institutions have $3.2B invested in White Mountains Insurance in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 83.54%85.07% (+1.5%)

3% more capital invested

Capital invested by funds: $3.1B → $3.2B (+$98.8M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 186183 (-3)

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
15
Increased
58
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$5.44M -$524K -880 -9%
ESCM
52
Echo Street Capital Management
New York
$3.78M +$1.43M +2,403 +63%
CC
53
Capital Counsel
New York
$3.47M -$179K -300 -5%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$3.42M +$1.82M +3,053 +118%
AllianceBernstein
55
AllianceBernstein
Tennessee
$3.31M -$61.3K -103 -2%
Brown Advisory
56
Brown Advisory
Maryland
$3.23M -$37.5K -63 -1%
Stifel Financial
57
Stifel Financial
Missouri
$3.19M -$107K -180 -3%
JHIU
58
Janus Henderson Investors US
Colorado
$3.1M -$238K -400 -7%
QI
59
Qualcomm Inc
California
$3.1M
LDB
60
Lee, Danner & Bass
Tennessee
$2.99M
Citigroup
61
Citigroup
New York
$2.77M +$861K +1,446 +46%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$2.76M +$53.6K +90 +2%
MAM
63
Martingale Asset Management
Massachusetts
$2.62M +$1.83M +3,070 +249%
TRSOTSOK
64
Teachers Retirement System of the State of Kentucky
Kentucky
$2.61M +$1.52M +2,550 +146%
TA
65
Teachers Advisors
New York
$2.57M +$130K +219 +5%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$2.51M -$23.2K -39 -0.9%
Bessemer Group
67
Bessemer Group
New Jersey
$2.27M
AF
68
Aegis Financial
Virginia
$2.19M -$2.72M -4,573 -56%
RA
69
Royce & Associates
New York
$2.15M
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$2.13M -$2.21M -3,719 -51%
Allianz Asset Management
71
Allianz Asset Management
Germany
$2.09M +$71.5K +120 +4%
Deutsche Bank
72
Deutsche Bank
Germany
$2.06M -$213K -358 -10%
ARC
73
Absolute Return Capital
Massachusetts
$1.91M -$315K -529 -14%
PRCM
74
Pine River Capital Management
Minnesota
$1.89M +$1.61M +2,700 +675%
IMOV
75
Investment Management of Virginia
Virginia
$1.87M -$8.93K -15 -0.5%

WTM Hedge Fund Activity: Q2 2014 in Review

183 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2014, worth a combined $3.2B — up 3.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WTM and 15 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 58 added.

The largest buyer was Wellington Management Group, adding an estimated $42.6M. The largest seller was London Company of Virginia, cutting an estimated $19M.

  • 183 institutional investors held White Mountains Insurance (WTM) as of Q2 2014, down from 186 in Q1 2014.
  • Funds reported $3.2B of White Mountains Insurance stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2014 and 18 closed out, a net change of -3 holders.
  • The largest White Mountains Insurance buyer in Q2 2014 was Wellington Management Group, an estimated $42.6M added.
  • The largest White Mountains Insurance seller in Q2 2014 was London Company of Virginia, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2014.