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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$2.98M -$87.5K -91 -3%
Stifel Financial
77
Stifel Financial
Missouri
$2.86M +$119K +124 +5%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$2.76M
SSA
79
Schonfeld Strategic Advisors
New York
$2.66M
Morgan Stanley
80
Morgan Stanley
New York
$2.54M -$97.2K -101 -4%
KBC Group
81
KBC Group
Belgium
$2.52M -$230K -239 -9%
OAM
82
Oppenheimer Asset Management
New York
$2.51M -$77K -80 -3%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$2.51M -$261K -271 -10%
SEI Investments
84
SEI Investments
Pennsylvania
$2.41M +$122K +127 +6%
PP
85
Pegasus Partners
Wisconsin
$2.36M -$1.33M -1,385 -38%
DC
86
Davenport & Co
Virginia
$2.28M -$9.62K -10 -0.4%
KeyBank National Association
87
KeyBank National Association
Ohio
$2.25M -$91.4K -95 -4%
GC
88
Gratus Capital
Georgia
$2.2M
RA
89
Royce & Associates
New York
$2.13M -$63.5K -66 -3%
Allianz Asset Management
90
Allianz Asset Management
Germany
$2.07M -$113K -117 -5%
UBS Group
91
UBS Group
Switzerland
$1.97M +$424K +441 +30%
AL
92
AJO LP
Pennsylvania
$1.8M -$382K -397 -18%
California Public Employees Retirement System
93
California Public Employees Retirement System
California
$1.71M +$721K +750 +81%
AllianceBernstein
94
AllianceBernstein
Tennessee
$1.66M -$48.1K -50 -3%
EP
95
Elkfork Partners
Oregon
$1.63M +$262K +272 +21%
First Manhattan
96
First Manhattan
New York
$1.59M
Treasurer of the State of North Carolina
97
Treasurer of the State of North Carolina
North Carolina
$1.55M +$6.73K +7 +0.5%
CSS
98
Cubist Systematic Strategies
Connecticut
$1.51M +$1.43M +1,483 New
EVM
99
Eaton Vance Management
Massachusetts
$1.5M +$596K +620 +73%
AG
100
AlphaSimPlex Group
Massachusetts
$1.48M -$103K -107 -7%

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.