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White Mountains Insurance

259 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.09B → $3.31B (+$228M)

6% more funds holding

Funds holding: 244259 (+15)

0.5% less ownership

Funds ownership: 89.75%89.25% (-0.5%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 104

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
30
Increased
62
Reduced
104
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$6.79M -$2M -1,725 -24%
Legal & General Group
52
Legal & General Group
United Kingdom
$6.79M -$84.8K -73 -1%
WJWM
53
Williams Jones Wealth Management
New York
$6.66M
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$5.62M -$265K -228 -5%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$5.6M +$4.73M +4,069 +951%
First Trust Advisors
56
First Trust Advisors
Illinois
$5.49M -$10.7M -9,203 -68%
CS
57
Credit Suisse
Switzerland
$5.16M -$724K -623 -13%
Citadel Advisors
58
Citadel Advisors
Florida
$4.91M -$3.21M -2,766 -41%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$4.79M -$1.56M -1,345 -26%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$4.76M -$8.13K -7 -0.2%
LDB
61
Lee, Danner & Bass
Tennessee
$4.59M
MAM
62
Martingale Asset Management
Massachusetts
$4.5M -$4.34M -3,739 -51%
Renaissance Technologies
63
Renaissance Technologies
New York
$4.36M -$1.39M -1,200 -26%
Ameriprise
64
Ameriprise
Minnesota
$4.27M -$232K -200 -6%
Comerica Bank
65
Comerica Bank
Texas
$4.23M -$957K -824 -19%
APF
66
Alaska Permanent Fund
Alaska
$4.04M +$3.76M +3,240 New
PP
67
Prospector Partners
Connecticut
$3.86M +$151K +130 +4%
Brown Advisory
68
Brown Advisory
Maryland
$3.83M -$179K -154 -5%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$3.77M +$1.16M +995 +49%
Millennium Management
70
Millennium Management
New York
$3.34M -$7.04M -6,058 -69%
Invesco
71
Invesco
Georgia
$3.28M -$1.12M -966 -27%
AQR Capital Management
72
AQR Capital Management
Connecticut
$2.98M -$1.17M -1,011 -29%
DIA
73
Dean Investment Associates
Ohio
$2.79M -$62.7K -54 -2%
DC
74
Davenport & Co
Virginia
$2.76M +$23.2K +20 +0.9%
OAM
75
Oppenheimer Asset Management
New York
$2.63M -$335K -288 -12%

WTM Hedge Fund Activity: Q2 2022 in Review

259 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2022, worth a combined $3.31B — up 7.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WTM positions and 12 closed out — a net gain of 18 holders — while 62 added to existing stakes and 104 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 259 institutional investors held White Mountains Insurance (WTM) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2022 and 12 closed out, a net change of +18 holders.
  • The largest White Mountains Insurance buyer in Q2 2022 was Reinhart Partners, an estimated $34.2M added.
  • The largest White Mountains Insurance seller in Q2 2022 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.