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White Mountains Insurance
WTM

174 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 84.18% → 84.46% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

4% less capital invested

Capital invested by funds: $3.45B → $3.31B (-$136M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 178 → 174 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
15
Increased
57
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$11.3M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$9.79M
4
IAM
Impax Asset Management
New Hampshire
+$8.26M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.82M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$13.3M
2
TAM
Third Avenue Management
New York
-$12.7M
3
RRAM
River Road Asset Management
Kentucky
-$5.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.86M
5
State Street
State Street
Massachusetts
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
76
BlackRock Investment Management
Delaware
$2.11M +$387K +584 +22%
CC
77
Curian Capital
Colorado
$1.92M -$6.63K -10 -0.3%
CS
78
Credit Suisse
Switzerland
$1.89M +$76.3K +115 +4%
Morgan Stanley
79
Morgan Stanley
New York
$1.88M +$656K +989 +52%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$1.85M -$330K -497 -15%
SAS
81
Spectrum Advisory Services
Georgia
$1.69M -$66.3K -100 -4%
PRCM
82
Pine River Capital Management
Minnesota
$1.64M -$521K -786 -24%
First Manhattan
83
First Manhattan
New York
$1.52M – – –
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$1.46M -$134K -202 -8%
Barclays
85
Barclays
United Kingdom
$1.45M +$235K +354 +19%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$1.36M -$130K -196 -9%
JP Morgan Chase
87
JP Morgan Chase
New York
$1.36M +$71K +107 +5%
Allianz Asset Management
88
Allianz Asset Management
Germany
$1.33M -$16.6K -25 -1%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$1.24M -$133K -200 -10%
DC
90
Davenport & Co
Virginia
$1.22M – – –
FCH
91
Freestone Capital Holdings
Washington
$1.18M -$1.47M -2,211 -55%
UBS Group
92
UBS Group
Switzerland
$1.15M +$173K +261 +17%
DT
93
Diversified Trust
Tennessee
$1.04M +$59.7K +90 +6%
CIM
94
CenturyLink Investment Management
Colorado
$994K -$228K -343 -18%
BAM
95
Brave Asset Management
New Jersey
$977K +$393K +592 +66%
KFC
96
Klingenstein Fields & Co
New York
$968K – – –
NI
97
NFC Investments
Tennessee
$919K – – –
SIG
98
Schaller Investment Group
North Carolina
$917K – – –
IRF
99
IBM Retirement Fund
New York
$911K -$43.8K -66 -5%
M&T Bank
100
M&T Bank
New York
$875K +$125K +188 +16%
2 3
4
5 6

WTM Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2015, worth a combined $3.31B — down 4% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WTM and 15 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $12.9M. The largest seller was Franklin Resources, cutting an estimated $13.3M.

  • 174 institutional investors held White Mountains Insurance (WTM) as of Q2 2015, down from 178 in Q1 2015.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2015, down 4% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest White Mountains Insurance buyer in Q2 2015 was T. Rowe Price Associates, an estimated $12.9M added.
  • The largest White Mountains Insurance seller in Q2 2015 was Franklin Resources, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2015.