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White Mountains Insurance
WTM

Overview Fund Activity

228 hedge funds and large institutions have $2.57B invested in White Mountains Insurance in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-25
Holders Change %
-9.88%
% of All Funds
5.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
68
Reduced
83
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$161M
2
ACM
2
Atlanta Capital Management
Georgia
$132M
3
WHG
3
Westwood Holdings Group
Texas
$16.8M
4
EAM
4
Eagle Asset Management
Florida
$29M
5
Charles Schwab
5
Charles Schwab
California
$27.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.85M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$54.7M
5
SI
5
Scout Investments
Missouri
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$2.57M -$33.7K -37 -1%
Stifel Financial
77
Stifel Financial
Missouri
$2.12M +$34.6K +38 +2%
DC
78
Davenport & Co
Virginia
$2.03M -$6.37K -7 -0.3%
HighTower Advisors
79
HighTower Advisors
Illinois
$1.92M -$14.6K -16 -0.8%
AllianceBernstein
80
AllianceBernstein
Tennessee
$1.65M -$125K -137 -7%
GC
81
Gratus Capital
Georgia
$1.6M -$194K -213 -11%
KBC Group
82
KBC Group
Belgium
$1.53M -$445K -489 -23%
OAM
83
Oppenheimer Asset Management
New York
$1.48M -$645K -709 -30%
Creative Planning
84
Creative Planning
Kansas
$1.41M +$226K +248 +19%
CSS
85
Cubist Systematic Strategies
Connecticut
$1.35M – – –
EVM
86
Eaton Vance Management
Massachusetts
$1.34M – – –
SO
87
STRS Ohio
Ohio
$1.3M -$125K -137 -9%
KeyBank National Association
88
KeyBank National Association
Ohio
$1.28M -$103K -113 -7%
DIA
89
Dean Investment Associates
Ohio
$1.2M -$1.37M -1,507 -53%
Treasurer of the State of North Carolina
90
Treasurer of the State of North Carolina
North Carolina
$1.16M +$482K +530 +71%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$1.13M +$185K +203 +20%
1IA
92
1834 Investment Advisors
Wisconsin
$1.07M – – –
Acadian Asset Management
93
Acadian Asset Management
Massachusetts
$1.03M +$406K +446 +65%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$1.02M -$1.29M -1,418 -56%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$1M -$728K -800 -42%
BAM
96
Brave Asset Management
New Jersey
$988K – – –
PCM
97
Parsons Capital Management
Rhode Island
$937K -$22.7K -25 -2%
PIM
98
Parker Investment Management
California
$913K -$296K -325 -24%
UBS Group
99
UBS Group
Switzerland
$874K -$786K -863 -47%
Osaic Holdings
100
Osaic Holdings
Arizona
$820K +$820K +900 New
2 3
4
5 6