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White Mountains Insurance

183 hedge funds and large institutions have $3.2B invested in White Mountains Insurance in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 83.54%85.07% (+1.5%)

3% more capital invested

Capital invested by funds: $3.1B → $3.2B (+$98.8M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 186183 (-3)

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
15
Increased
58
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$1.84M -$1.19K -2 -0.1%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$1.83M +$69.7K +117 +4%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$1.81M -$128K -215 -7%
CS
79
Credit Suisse
Switzerland
$1.78M -$94.1K -158 -5%
M&T Bank
80
M&T Bank
New York
$1.78M -$553K -928 -24%
HI
81
HBK Investments
Texas
$1.77M -$407K -684 -19%
JP Morgan Chase
82
JP Morgan Chase
New York
$1.72M -$117K -196 -6%
SAS
83
Spectrum Advisory Services
Georgia
$1.71M
BIM
84
BlackRock Investment Management
Delaware
$1.7M -$115K -193 -6%
CC
85
Curian Capital
Colorado
$1.67M +$20.2K +34 +1%
AG
86
Aperio Group
California
$1.64M +$229K +384 +17%
SB
87
Suntrust Banks
Georgia
$1.64M +$32.8K +55 +2%
PI
88
Placemark Investments
Illinois
$1.61M +$39.3K +66 +3%
SCM
89
Sterling Capital Management
North Carolina
$1.56M +$39.3K +66 +3%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$1.52M -$25.6K -43 -2%
CCMH
91
Cornerstone Capital Management Holdings
New York
$1.42M -$4.76K -8 -0.3%
First Manhattan
92
First Manhattan
New York
$1.41M
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.4M +$1.37M +2,294 New
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$1.34M
DT
95
Diversified Trust
Tennessee
$1.33M +$1.3M +2,190 New
FA
96
FDx Advisors
Illinois
$1.3M +$363K +609 +40%
US Bancorp
97
US Bancorp
Minnesota
$1.29M +$74.4K +125 +6%
FCH
98
Freestone Capital Holdings
Washington
$1.27M +$24.4K +41 +2%
AI
99
Analytic Investors
California
$1.25M -$951K -1,597 -44%
Citadel Advisors
100
Citadel Advisors
Florida
$1.25M -$932K -1,565 -43%

WTM Hedge Fund Activity: Q2 2014 in Review

183 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2014, worth a combined $3.2B — up 3.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WTM and 15 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 58 added.

The largest buyer was Wellington Management Group, adding an estimated $42.6M. The largest seller was London Company of Virginia, cutting an estimated $19M.

  • 183 institutional investors held White Mountains Insurance (WTM) as of Q2 2014, down from 186 in Q1 2014.
  • Funds reported $3.2B of White Mountains Insurance stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2014 and 18 closed out, a net change of -3 holders.
  • The largest White Mountains Insurance buyer in Q2 2014 was Wellington Management Group, an estimated $42.6M added.
  • The largest White Mountains Insurance seller in Q2 2014 was London Company of Virginia, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2014.