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White Mountains Insurance
WTM

196 hedge funds and large institutions have $3.51B invested in White Mountains Insurance in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

5% more funds holding

Funds holding: 186 → 196 (+10)

2.46% more ownership

Funds ownership: 82.54% → 85% (+2.5%)

4% less capital invested

Capital invested by funds: $3.68B → $3.51B (-$164M)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

33% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 75

Holders
196
Holders Change
+10
Holders Change %
+5.38%
% of All Funds
5.14%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
24
Increased
50
Reduced
75
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$15M
2
ACM
Atlanta Capital Management
Georgia
+$12.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$7.54M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$5.97M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$5.92M

Top Sellers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$17.7M
2
TAM
Third Avenue Management
New York
-$15.8M
3
SCP
Scoria Capital Partners
Connecticut
-$12.9M
4
AI
Analytic Investors
California
-$11.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
76
Cove Street Capital
California
$2.3M -$2.66M -3,468 -52%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$2.25M +$548K +715 +30%
BG
78
BlackRock Group
United Kingdom
$2.25M +$2.22M +2,897 +1,449%
BIM
79
BlackRock Investment Management
Delaware
$2.18M -$132K -172 -5%
Citadel Advisors
80
Citadel Advisors
Florida
$2.16M -$5.77M -7,529 -72%
Deutsche Bank
81
Deutsche Bank
Germany
$2.12M +$1.13M +1,477 +103%
BA
82
BlackRock Advisors
Delaware
$2.03M +$1.09M +1,426 +104%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$2.02M -$2M -2,608 -48%
SAS
84
Spectrum Advisory Services
Georgia
$1.87M – – –
First Manhattan
85
First Manhattan
New York
$1.68M – – –
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$1.63M +$1.62M +2,114 +1,578%
PRCM
87
Pine River Capital Management
Minnesota
$1.62M – – –
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$1.53M -$70.5K -92 -4%
UBS Group
89
UBS Group
Switzerland
$1.52M +$1.01M +1,325 +173%
KeyBank National Association
90
KeyBank National Association
Ohio
$1.44M +$82.7K +108 +6%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$1.43M – – –
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$1.38M – – –
Walleye Trading
93
Walleye Trading
New York
$1.38M +$1.45M +1,897 New
FCH
94
Freestone Capital Holdings
Washington
$1.36M -$7.66K -10 -0.5%
DC
95
Davenport & Co
Virginia
$1.35M – – –
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.32M -$158K -206 -10%
SCP
97
Scoria Capital Partners
Connecticut
$1.28M -$12.9M -16,888 -91%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$1.16M – – –
VDBMI
99
Van Den Berg Management I
Texas
$1.09M -$1.05M -1,375 -48%
BAM
100
Brave Asset Management
New Jersey
$1.08M – – –
2 3
4
5 6

WTM Hedge Fund Activity: Q4 2015 in Review

196 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2015, worth a combined $3.51B — down 4.5% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WTM positions and 14 closed out — a net gain of 10 holders — while 50 added to existing stakes and 75 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $15M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $17.7M.

  • 196 institutional investors held White Mountains Insurance (WTM) as of Q4 2015, up from 186 in Q3 2015.
  • Funds reported $3.51B of White Mountains Insurance stock for Q4 2015, down 4.5% quarter-over-quarter.
  • 24 funds opened new White Mountains Insurance positions in Q4 2015 and 14 closed out, a net change of +10 holders.
  • The largest White Mountains Insurance buyer in Q4 2015 was Fuller & Thaler Asset Management, an estimated $15M added.
  • The largest White Mountains Insurance seller in Q4 2015 was Hotchkis & Wiley Capital Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2015.