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White Mountains Insurance
WTM

203 hedge funds and large institutions have $3.15B invested in White Mountains Insurance in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

6% more funds holding

Funds holding: 191 → 203 (+12)

6% more ownership

Funds ownership: 76.37% → 82.37% (+6%)

1% more capital invested

Capital invested by funds: $3.11B → $3.15B (+$33.4M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

25% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 79

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
29
Increased
59
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RRAM
River Road Asset Management
Kentucky
+$23.1M
2
Norges Bank
Norges Bank
Norway
+$11.6M
3
Wells Fargo
Wells Fargo
California
+$7.86M
4
HIM
Hermes Investment Management
United Kingdom
+$7.06M
5
ESCM
Echo Street Capital Management
New York
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.7M
2
Jennison Associates
Jennison Associates
New York
-$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.48M
4
UBS AM
UBS AM
Illinois
-$8.96M
5
BIT
BlackRock Institutional Trust
California
-$8.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$2.5M -$83.8K -100 -3%
Jacobs Levy Equity Management
77
Jacobs Levy Equity Management
New Jersey
$2.49M -$3.65M -4,350 -59%
Millennium Management
78
Millennium Management
New York
$2.38M +$2.38M +2,843 New
BA
79
BlackRock Advisors
Delaware
$2.25M +$128K +153 +6%
BIM
80
BlackRock Investment Management
Delaware
$2.05M +$6.71K +8 +0.3%
RA
81
Royce & Associates
New York
$2.04M -$83.8K -100 -4%
GC
82
Gratus Capital
Georgia
$2.03M – – –
UBS AM
83
UBS AM
Illinois
$1.99M -$8.96M -10,689 -82%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$1.94M -$621K -741 -24%
First Manhattan
85
First Manhattan
New York
$1.94M – – –
CSC
86
Cove Street Capital
California
$1.85M -$5.03K -6 -0.3%
HI
87
HBK Investments
Texas
$1.84M +$1.06M +1,266 +136%
Deutsche Bank
88
Deutsche Bank
Germany
$1.82M -$879K -1,049 -33%
Citadel Advisors
89
Citadel Advisors
Florida
$1.77M +$187K +223 +12%
KBC Group
90
KBC Group
Belgium
$1.72M – – –
BlackRock
91
BlackRock
New York
$1.67M -$193K -230 -10%
HCM
92
Highbridge Capital Management
New York
$1.64M +$1.64M +1,957 New
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$1.59M – – –
UBS Group
94
UBS Group
Switzerland
$1.54M +$279K +333 +22%
DC
95
Davenport & Co
Virginia
$1.52M -$14.2K -17 -0.9%
KeyBank National Association
96
KeyBank National Association
Ohio
$1.39M +$18.4K +22 +1%
SEI Investments
97
SEI Investments
Pennsylvania
$1.38M +$29.3K +35 +2%
FCH
98
Freestone Capital Holdings
Washington
$1.33M +$8.38K +10 +0.6%
First Trust Advisors
99
First Trust Advisors
Illinois
$1.21M -$1.33M -1,581 -52%
NI
100
NFC Investments
Tennessee
$1.17M – – –
2 3
4
5 6

WTM Hedge Fund Activity: Q4 2016 in Review

203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2016, worth a combined $3.15B — up 1.1% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WTM positions and 14 closed out — a net gain of 15 holders — while 59 added to existing stakes and 79 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $23.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.7M.

  • 203 institutional investors held White Mountains Insurance (WTM) as of Q4 2016, up from 191 in Q3 2016.
  • Funds reported $3.15B of White Mountains Insurance stock for Q4 2016, up 1.1% quarter-over-quarter.
  • 29 funds opened new White Mountains Insurance positions in Q4 2016 and 14 closed out, a net change of +15 holders.
  • The largest White Mountains Insurance buyer in Q4 2016 was River Road Asset Management, an estimated $23.1M added.
  • The largest White Mountains Insurance seller in Q4 2016 was T. Rowe Price Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2016.