We are live on ! Find out more
WTM icon

White Mountains Insurance
WTM

253 hedge funds and large institutions have $3.06B invested in White Mountains Insurance in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 91 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

2% more funds holding

Funds holding: 248 → 253 (+5)

2% more capital invested

Capital invested by funds: $3B → $3.06B (+$64.4M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.98% less ownership

Funds ownership: 86.96% → 85.99% (-0.98%)

30% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 91

Holders
253
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
22
Increased
64
Reduced
91
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RRAM
River Road Asset Management
Kentucky
+$12M
2
ACM
Atlanta Capital Management
Georgia
+$10.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$9.8M
4
RP
Reinhart Partners
Wisconsin
+$8.07M
5
American Century Companies
American Century Companies
Missouri
+$7.9M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$12.3M
2
Goldman Sachs
Goldman Sachs
New York
-$11.4M
3
Boston Partners
Boston Partners
Massachusetts
-$11.3M
4
Northern Trust
Northern Trust
Illinois
-$10.3M
5
Select Equity Group
Select Equity Group
New York
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
76
Dean Investment Associates
Ohio
$3.15M -$828K -759 -21%
Citigroup
77
Citigroup
New York
$2.97M +$416K +381 +17%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$2.83M -$148K -136 -5%
OAM
79
Oppenheimer Asset Management
New York
$2.61M -$50.2K -46 -2%
Stifel Financial
80
Stifel Financial
Missouri
$2.55M -$192K -176 -7%
DC
81
Davenport & Co
Virginia
$2.49M – – –
KBC Group
82
KBC Group
Belgium
$2.42M -$1.04M -954 -31%
HighTower Advisors
83
HighTower Advisors
Illinois
$2.37M -$1.46M -1,337 -39%
WHG
84
Westwood Holdings Group
Texas
$2.24M +$1.32M +1,206 +151%
GC
85
Gratus Capital
Georgia
$2.19M -$104K -95 -5%
AllianceBernstein
86
AllianceBernstein
Tennessee
$2.18M +$368K +337 +21%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$2.12M -$873K -800 -30%
UBS Group
88
UBS Group
Switzerland
$2.03M -$694K -636 -26%
SO
89
STRS Ohio
Ohio
$1.74M +$850K +779 +99%
Holocene Advisors
90
Holocene Advisors
New York
$1.71M +$794K +728 +90%
KeyBank National Association
91
KeyBank National Association
Ohio
$1.7M -$38.2K -35 -2%
CSS
92
Cubist Systematic Strategies
Connecticut
$1.65M – – –
EVM
93
Eaton Vance Management
Massachusetts
$1.64M +$3.27K +3 +0.2%
SIG
94
Schaller Investment Group
North Carolina
$1.56M – – –
PIM
95
Parker Investment Management
California
$1.48M -$16.4K -15 -1%
Creative Planning
96
Creative Planning
Kansas
$1.45M – – –
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$1.4M +$1.02M +938 +297%
1IA
98
1834 Investment Advisors
Wisconsin
$1.31M -$98.2K -90 -7%
ANTB
99
AMG National Trust Bank
Colorado
$1.26M +$6.54K +6 +0.5%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$1.26M -$4.36K -4 -0.4%
2 3
4
5 6

WTM Hedge Fund Activity: Q4 2019 in Review

253 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2019, worth a combined $3.06B — up 2.1% from $3B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WTM positions and 10 closed out — a net gain of 12 holders — while 64 added to existing stakes and 91 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $12M. The largest seller was Nuveen, cutting an estimated $12.3M.

  • 253 institutional investors held White Mountains Insurance (WTM) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.06B of White Mountains Insurance stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 22 funds opened new White Mountains Insurance positions in Q4 2019 and 10 closed out, a net change of +12 holders.
  • The largest White Mountains Insurance buyer in Q4 2019 was River Road Asset Management, an estimated $12M added.
  • The largest White Mountains Insurance seller in Q4 2019 was Nuveen, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2019.