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White Mountains Insurance
WTM

186 hedge funds and large institutions have $3.68B invested in White Mountains Insurance in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

11% more capital invested

Capital invested by funds: $3.31B → $3.68B (+$362M)

7% more funds holding

Funds holding: 174 → 186 (+12)

1.92% less ownership

Funds ownership: 84.46% → 82.54% (-1.9%)

29% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 73

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
5.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.25%
New
24
Increased
52
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$37.9M
2
SI
Scout Investments
Missouri
+$27.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$12.8M
4
Invesco
Invesco
Georgia
+$10.6M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.35M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$57.9M
2
PP
Prospector Partners
Connecticut
-$24.9M
3
Franklin Resources
Franklin Resources
California
-$21.6M
4
TAM
Third Avenue Management
New York
-$15.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
76
BlackRock Investment Management
Delaware
$2.37M -$35.3K -49 -2%
AQR Capital Management
77
AQR Capital Management
Connecticut
$2.24M +$1.64M +2,279 +319%
ARC
78
Absolute Return Capital
Massachusetts
$2.23M -$614K -853 -22%
VDBMI
79
Van Den Berg Management I
Texas
$2.15M -$7.51M -10,431 -78%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.94M +$1.87M +2,601 New
SAS
81
Spectrum Advisory Services
Georgia
$1.93M – – –
Morgan Stanley
82
Morgan Stanley
New York
$1.9M -$244K -339 -12%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$1.78M -$1.2M -1,671 -41%
JP Morgan Chase
84
JP Morgan Chase
New York
$1.75M +$189K +263 +13%
First Manhattan
85
First Manhattan
New York
$1.73M – – –
PRCM
86
Pine River Capital Management
Minnesota
$1.66M -$201K -279 -11%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$1.65M -$22.3K -31 -1%
CC
88
Curian Capital
Colorado
$1.56M -$606K -842 -29%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$1.51M -$40.3K -56 -3%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$1.47M -$617K -858 -30%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$1.42M – – –
FCH
92
Freestone Capital Holdings
Washington
$1.41M +$55.4K +77 +4%
KeyBank National Association
93
KeyBank National Association
Ohio
$1.4M +$1.34M +1,868 New
DC
94
Davenport & Co
Virginia
$1.38M -$7.2K -10 -0.5%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$1.2M +$1.15M +1,600 New
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.17M +$639K +888 +132%
Allianz Asset Management
97
Allianz Asset Management
Germany
$1.16M -$353K -490 -24%
BAM
98
Brave Asset Management
New Jersey
$1.11M – – –
DT
99
Diversified Trust
Tennessee
$1.09M -$97.1K -135 -8%
Deutsche Bank
100
Deutsche Bank
Germany
$1.07M -$1.32M -1,835 -56%
2 3
4
5 6

WTM Hedge Fund Activity: Q3 2015 in Review

186 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2015, worth a combined $3.68B — up 11% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WTM positions and 11 closed out — a net gain of 13 holders — while 52 added to existing stakes and 73 trimmed.

The largest buyer was Bank of America, adding an estimated $37.9M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $57.9M.

  • 186 institutional investors held White Mountains Insurance (WTM) as of Q3 2015, up from 174 in Q2 2015.
  • Funds reported $3.68B of White Mountains Insurance stock for Q3 2015, up 11% quarter-over-quarter.
  • 24 funds opened new White Mountains Insurance positions in Q3 2015 and 11 closed out, a net change of +13 holders.
  • The largest White Mountains Insurance buyer in Q3 2015 was Bank of America, an estimated $37.9M added.
  • The largest White Mountains Insurance seller in Q3 2015 was Hotchkis & Wiley Capital Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q3 2015.