White Mountains Insurance
200 hedge funds and large institutions have $3.5B invested in White Mountains Insurance in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 97 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
2% more funds holding
Funds holding: 196 → 200 (+4)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
5% less capital invested
Capital invested by funds: $3.68B → $3.5B (-$180M)
1.13% less ownership
Funds ownership: 83.23% → 82.1% (-1.1%)
57% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$21.8M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$16.5M |
| 3 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
+$6.29M |
| 4 |
WJA
Williams Jones & Associates
New York
|
+$4.64M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$274M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$22.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22.2M |
| 4 |
Jennison Associates
New York
|
-$16.9M |
| 5 |
Renaissance Technologies
New York
|
-$14.1M |
WTM Hedge Fund Activity: Q2 2016 in Review
200 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2016, worth a combined $3.5B — down 4.9% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new WTM positions and 14 closed out — a net gain of 7 holders — while 42 added to existing stakes and 97 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $21.8M. The largest seller was Franklin Resources, cutting an estimated $274M.
- 200 institutional investors held White Mountains Insurance (WTM) as of Q2 2016, up from 196 in Q1 2016.
- Funds reported $3.5B of White Mountains Insurance stock for Q2 2016, down 4.9% quarter-over-quarter.
- 21 funds opened new White Mountains Insurance positions in Q2 2016 and 14 closed out, a net change of +7 holders.
- The largest White Mountains Insurance buyer in Q2 2016 was Fuller & Thaler Asset Management, an estimated $21.8M added.
- The largest White Mountains Insurance seller in Q2 2016 was Franklin Resources, an estimated $274M sold.
Based on aggregated 13F filings for Q2 2016.