White Mountains Insurance
227 hedge funds and large institutions have $2.56B invested in White Mountains Insurance in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 99 reducing their positions, and 34 closing their positions.
3.48% more ownership
Funds ownership: 85.24% → 88.72% (+3.5%)
2% less capital invested
Capital invested by funds: $2.62B → $2.56B (-$64.1M)
2% less funds holding
Funds holding: 232 → 227 (-5)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
43% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$78.8M |
| 2 |
Goldman Sachs
New York
|
+$40.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$29.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$20.2M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$239M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$60.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$52.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$16.8M |
WTM Hedge Fund Activity: Q2 2018 in Review
227 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2018, worth a combined $2.56B — down 2.4% from $2.62B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of WTM and 30 opened new positions — a net loss of 4 holders — while 99 trimmed existing stakes and 56 added.
The largest buyer was Victory Capital Management, adding an estimated $78.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $239M.
- 227 institutional investors held White Mountains Insurance (WTM) as of Q2 2018, down from 232 in Q1 2018.
- Funds reported $2.56B of White Mountains Insurance stock for Q2 2018, down 2.4% quarter-over-quarter.
- 30 funds opened new White Mountains Insurance positions in Q2 2018 and 34 closed out, a net change of -4 holders.
- The largest White Mountains Insurance buyer in Q2 2018 was Victory Capital Management, an estimated $78.8M added.
- The largest White Mountains Insurance seller in Q2 2018 was T. Rowe Price Associates, an estimated $239M sold.
Based on aggregated 13F filings for Q2 2018.