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White Mountains Insurance
WTM

248 hedge funds and large institutions have $3B invested in White Mountains Insurance in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

5% more capital invested

Capital invested by funds: $2.86B → $3B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less funds holding

Funds holding: 249 → 248 (-1)

1.14% less ownership

Funds ownership: 88.1% → 86.96% (-1.1%)

34% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 92

Holders
248
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
61
Reduced
92
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$21.1M
2
BlackRock
BlackRock
New York
+$11.2M
3
MAM
Martingale Asset Management
Massachusetts
+$10.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.6M
5
ACM
Atlanta Capital Management
Georgia
+$8.49M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$27.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$18.9M
3
Goldman Sachs
Goldman Sachs
New York
-$15M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.1M
5
Boston Partners
Boston Partners
Massachusetts
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
76
Pecaut & Co
Iowa
$3.23M -$277K -260 -8%
Ameriprise
77
Ameriprise
Minnesota
$3.13M -$126K -118 -4%
Invesco
78
Invesco
Georgia
$3.04M -$114K -107 -4%
PP
79
Prospector Partners
Connecticut
$2.95M -$3.09M -2,900 -51%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$2.92M – – –
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$2.89M +$1.36M +1,274 +91%
Stifel Financial
82
Stifel Financial
Missouri
$2.66M -$399K -374 -13%
Morgan Stanley
83
Morgan Stanley
New York
$2.66M -$29.9K -28 -1%
UBS Group
84
UBS Group
Switzerland
$2.66M +$562K +527 +27%
OAM
85
Oppenheimer Asset Management
New York
$2.57M -$76.8K -72 -3%
SEI Investments
86
SEI Investments
Pennsylvania
$2.52M – – –
Citigroup
87
Citigroup
New York
$2.46M -$1.84M -1,729 -43%
DC
88
Davenport & Co
Virginia
$2.28M – – –
GC
89
Gratus Capital
Georgia
$2.23M -$101K -95 -4%
Allianz Asset Management
90
Allianz Asset Management
Germany
$2.05M -$133K -125 -6%
Deutsche Bank
91
Deutsche Bank
Germany
$1.96M +$433K +406 +29%
JP Morgan Chase
92
JP Morgan Chase
New York
$1.86M +$1.72M +1,609 +1,411%
AllianceBernstein
93
AllianceBernstein
Tennessee
$1.75M -$5.33K -5 -0.3%
KeyBank National Association
94
KeyBank National Association
Ohio
$1.68M -$694K -651 -29%
CSS
95
Cubist Systematic Strategies
Connecticut
$1.6M – – –
EVM
96
Eaton Vance Management
Massachusetts
$1.59M – – –
SIG
97
Schaller Investment Group
North Carolina
$1.51M – – –
PIM
98
Parker Investment Management
California
$1.45M -$32K -30 -2%
SSA
99
Schonfeld Strategic Advisors
New York
$1.4M -$1.39M -1,300 -50%
Creative Planning
100
Creative Planning
Kansas
$1.4M -$14.9K -14 -1%
2 3
4
5 6

WTM Hedge Fund Activity: Q3 2019 in Review

248 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2019, worth a combined $3B — up 4.7% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WTM positions and 21 closed out — a net gain of 1 holder — while 61 added to existing stakes and 92 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $21.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $27.4M.

  • 248 institutional investors held White Mountains Insurance (WTM) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $3B of White Mountains Insurance stock for Q3 2019, up 4.7% quarter-over-quarter.
  • 22 funds opened new White Mountains Insurance positions in Q3 2019 and 21 closed out, a net change of +1 holder.
  • The largest White Mountains Insurance buyer in Q3 2019 was First Trust Advisors, an estimated $21.1M added.
  • The largest White Mountains Insurance seller in Q3 2019 was Fuller & Thaler Asset Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2019.