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White Mountains Insurance

193 hedge funds and large institutions have $2.66B invested in White Mountains Insurance in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

1.1% less ownership

Funds ownership: 83.86%82.76% (-1.1%)

6% less funds holding

Funds holding: 205193 (-12)

20% less capital invested

Capital invested by funds: $3.33B → $2.66B (-$669M)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
193
Holders Change
-12
Holders Change %
-5.85%
% of All Funds
4.81%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
17
Increased
64
Reduced
67
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
51
GoodHaven Capital Management
New Jersey
$7.33M -$4.3K -5 -0.1%
VRS
52
Virginia Retirement Systems
Virginia
$7.29M
PP
53
Pegasus Partners
Wisconsin
$6.72M +$2.78M +3,230 +70%
TCIM
54
TIAA CREF Investment Management
New York
$6.69M -$3.27M -3,807 -33%
RJA
55
Raymond James & Associates
Florida
$6.37M +$580K +674 +10%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$6.36M -$537K -625 -8%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$5.48M -$4.53M -5,264 -45%
Swiss National Bank
58
Swiss National Bank
Switzerland
$5.44M -$1.12M -1,300 -17%
AQR Capital Management
59
AQR Capital Management
Connecticut
$5.21M -$21.7M -25,180 -81%
JIM
60
Jupiter Investment Management
United Kingdom
$5.2M +$4.95M +5,757 +1,863%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$5.12M +$52.4K +61 +1%
WJA
62
Williams Jones & Associates
New York
$4.88M
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$4.8M -$5.59M -6,500 -54%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$4.79M
MWM
65
Mascoma Wealth Management
New Hampshire
$4.58M -$12.2M -14,158 -73%
TA
66
Teachers Advisors
New York
$4.56M -$2.56M -2,972 -36%
LDB
67
Lee, Danner & Bass
Tennessee
$4.11M
SEI Investments
68
SEI Investments
Pennsylvania
$4.08M +$977K +1,136 +31%
Brown Advisory
69
Brown Advisory
Maryland
$3.68M -$89.4K -104 -2%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$3.46M -$2.29M -2,667 -40%
PC
71
Pecaut & Co
Iowa
$3.4M +$12K +14 +0.4%
MBA
72
McQueen Ball & Associates
Pennsylvania
$3.33M
Deutsche Bank
73
Deutsche Bank
Germany
$2.98M +$1.97M +2,291 +192%
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
$2.95M -$1.8M -2,098 -38%
Stifel Financial
75
Stifel Financial
Missouri
$2.9M -$347K -404 -11%

WTM Hedge Fund Activity: Q3 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2017, worth a combined $2.66B — down 20% from $3.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of WTM and 17 opened new positions — a net loss of 10 holders — while 67 trimmed existing stakes and 64 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $28.3M. The largest seller was Franklin Resources, cutting an estimated $542M.

  • 193 institutional investors held White Mountains Insurance (WTM) as of Q3 2017, down from 205 in Q2 2017.
  • Funds reported $2.66B of White Mountains Insurance stock for Q3 2017, down 20% quarter-over-quarter.
  • 17 funds opened new White Mountains Insurance positions in Q3 2017 and 27 closed out, a net change of -10 holders.
  • The largest White Mountains Insurance buyer in Q3 2017 was T. Rowe Price Associates, an estimated $28.3M added.
  • The largest White Mountains Insurance seller in Q3 2017 was Franklin Resources, an estimated $542M sold.

Based on aggregated 13F filings for Q3 2017.