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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$5.92M -$10M -10,400 -64%
Millennium Management
52
Millennium Management
New York
$5.83M +$2.61M +2,717 +91%
WJA
53
Williams Jones & Associates
New York
$5.81M
PP
54
Prospector Partners
Connecticut
$5.75M
Citadel Advisors
55
Citadel Advisors
Florida
$5.74M +$3.8M +3,945 +236%
PC
56
Port Capital
Illinois
$5.57M -$3.58M -3,725 -41%
MAM
57
Martingale Asset Management
Massachusetts
$5.43M +$2.87M +2,980 +128%
Barclays
58
Barclays
United Kingdom
$5.29M -$363K -377 -7%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$5.21M +$37.5K +39 +0.8%
LDB
60
Lee, Danner & Bass
Tennessee
$4.71M +$18.3K +19 +0.4%
UBS AM
61
UBS AM
Illinois
$4.54M -$909K -945 -18%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$4.15M -$28.9K -30 -0.7%
AIA
63
Avalon Investment & Advisory
Texas
$4.1M +$36.6K +38 +1%
Citigroup
64
Citigroup
New York
$4.1M -$301K -313 -7%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$4.05M -$55.8K -58 -1%
DIA
66
Dean Investment Associates
Ohio
$4M -$2.51M -2,605 -40%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$4M +$31.7K +33 +0.9%
Brown Advisory
68
Brown Advisory
Maryland
$3.94M -$227K -236 -6%
CS
69
Credit Suisse
Switzerland
$3.72M -$547K -569 -13%
HighTower Advisors
70
HighTower Advisors
Illinois
$3.52M -$4.2M -4,371 -56%
PC
71
Pecaut & Co
Iowa
$3.32M -$232K -241 -7%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$3.25M +$2.92M +3,039 +2,067%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$3.24M -$192K -200 -6%
Ameriprise
74
Ameriprise
Minnesota
$3.08M -$1.35M -1,405 -32%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$3.05M +$75K +78 +3%

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.