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White Mountains Insurance
WTM

245 hedge funds and large institutions have $3.02B invested in White Mountains Insurance in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

12% more capital invested

Capital invested by funds: $2.71B → $3.02B (+$316M)

5% more funds holding

Funds holding: 234 → 245 (+11)

0.4% more ownership

Funds ownership: 87% → 87.41% (+0.4%)

12% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 81

Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
39
Increased
71
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$49.1M
2
MAP
Madison Avenue Partners
New York
+$36.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$16.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$16.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
NI
Nuance Investments
Missouri
-$76.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$19M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$16.3M
5
Norges Bank
Norges Bank
Norway
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
76
Oppenheimer Asset Management
New York
$2.86M +$104K +93 +4%
PC
77
Pecaut & Co
Iowa
$2.6M -$45.9K -41 -2%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$2.56M -$69.3K -62 -3%
DC
79
Davenport & Co
Virginia
$2.4M -$11.2K -10 -0.5%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$2.36M -$360K -322 -13%
SEI Investments
81
SEI Investments
Pennsylvania
$2.24M -$73.8K -66 -3%
Stifel Financial
82
Stifel Financial
Missouri
$2.24M -$104K -93 -4%
N
83
Natixis
France
$2.21M +$2.21M +1,978 New
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.18M +$314K +281 +17%
Osaic Holdings
85
Osaic Holdings
Arizona
$2.15M +$47K +42 +2%
KBC Group
86
KBC Group
Belgium
$2.11M – – –
SO
87
STRS Ohio
Ohio
$2.01M +$2.02M +1,804 New
ECM
88
ExodusPoint Capital Management
New York
$2.01M -$242K -216 -11%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$1.99M -$31.3K -28 -2%
AllianceBernstein
90
AllianceBernstein
Tennessee
$1.92M +$112K +100 +6%
Creative Planning
91
Creative Planning
Kansas
$1.91M +$247K +221 +15%
GC
92
Gratus Capital
Georgia
$1.81M – – –
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$1.77M -$101K -90 -5%
Rafferty Asset Management
94
Rafferty Asset Management
New York
$1.69M +$300K +268 +21%
EVM
95
Eaton Vance Management
Massachusetts
$1.65M +$13.4K +12 +0.8%
Two Sigma Investments
96
Two Sigma Investments
New York
$1.62M +$1.63M +1,455 New
KeyBank National Association
97
KeyBank National Association
Ohio
$1.47M -$52.6K -47 -3%
CIBC Asset Management
98
CIBC Asset Management
Ontario, Canada
$1.36M +$1.36M +1,218 New
American Century Companies
99
American Century Companies
Missouri
$1.32M +$1.33M +1,188 New
1IA
100
1834 Investment Advisors
Wisconsin
$1.31M – – –
2 3
4
5 6

WTM Hedge Fund Activity: Q1 2021 in Review

245 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2021, worth a combined $3.02B — up 12% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WTM positions and 24 closed out — a net gain of 15 holders — while 71 added to existing stakes and 81 trimmed.

The largest buyer was Artisan Partners, adding an estimated $49.1M. The largest seller was Nuance Investments, cutting an estimated $76.3M.

  • 245 institutional investors held White Mountains Insurance (WTM) as of Q1 2021, up from 234 in Q4 2020.
  • Funds reported $3.02B of White Mountains Insurance stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new White Mountains Insurance positions in Q1 2021 and 24 closed out, a net change of +15 holders.
  • The largest White Mountains Insurance buyer in Q1 2021 was Artisan Partners, an estimated $49.1M added.
  • The largest White Mountains Insurance seller in Q1 2021 was Nuance Investments, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2021.