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White Mountains Insurance
WTM

174 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 84.18% → 84.46% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

4% less capital invested

Capital invested by funds: $3.45B → $3.31B (-$136M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 178 → 174 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
15
Increased
57
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$11.3M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$9.79M
4
IAM
Impax Asset Management
New Hampshire
+$8.26M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.82M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$13.3M
2
TAM
Third Avenue Management
New York
-$12.7M
3
RRAM
River Road Asset Management
Kentucky
-$5.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.86M
5
State Street
State Street
Massachusetts
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
51
Russell Frank Company
Washington
$6.61M +$852K +1,285 +15%
MAM
52
Martingale Asset Management
Massachusetts
$5.7M +$398K +600 +7%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$4.89M +$4.95M +7,469 New
SCP
54
Scoria Capital Partners
Connecticut
$4.62M +$2.59M +3,899 +124%
Stifel Financial
55
Stifel Financial
Missouri
$4.14M +$842K +1,270 +25%
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$3.81M -$66.3K -100 -2%
CC
57
Capital Counsel
New York
$3.73M – – –
RA
58
Royce & Associates
New York
$3.69M – – –
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$3.6M +$813K +1,225 +29%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$3.58M -$5.31K -8 -0.1%
JHIU
61
Janus Henderson Investors US
Colorado
$3.54M -$597K -900 -14%
LDB
62
Lee, Danner & Bass
Tennessee
$3.21M – – –
TA
63
Teachers Advisors
New York
$3.11M +$147K +221 +5%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$3.06M -$13.3K -20 -0.4%
Brown Advisory
65
Brown Advisory
Maryland
$2.96M -$458K -690 -13%
AG
66
Aperio Group
California
$2.75M +$470K +708 +20%
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.71M -$696K -1,050 -20%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.65M +$76.9K +116 +3%
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$2.59M -$222K -334 -8%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$2.57M – – –
Goldman Sachs
71
Goldman Sachs
New York
$2.52M +$131K +197 +5%
ARC
72
Absolute Return Capital
Massachusetts
$2.51M -$1.02M -1,543 -29%
AF
73
Aegis Financial
Virginia
$2.36M – – –
Citigroup
74
Citigroup
New York
$2.2M -$259K -390 -10%
Deutsche Bank
75
Deutsche Bank
Germany
$2.14M +$101K +152 +5%
1 2
3
4 5

WTM Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2015, worth a combined $3.31B — down 4% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WTM and 15 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $12.9M. The largest seller was Franklin Resources, cutting an estimated $13.3M.

  • 174 institutional investors held White Mountains Insurance (WTM) as of Q2 2015, down from 178 in Q1 2015.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2015, down 4% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest White Mountains Insurance buyer in Q2 2015 was T. Rowe Price Associates, an estimated $12.9M added.
  • The largest White Mountains Insurance seller in Q2 2015 was Franklin Resources, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2015.