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White Mountains Insurance

259 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.09B → $3.31B (+$228M)

6% more funds holding

Funds holding: 244259 (+15)

0.5% less ownership

Funds ownership: 89.75%89.25% (-0.5%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 104

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
30
Increased
62
Reduced
104
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$2.51M -$38.3K -33 -2%
SO
77
STRS Ohio
Ohio
$2.48M +$73.2K +63 +3%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$2.44M -$580K -499 -20%
Stifel Financial
79
Stifel Financial
Missouri
$2.42M -$77.8K -67 -3%
Creative Planning
80
Creative Planning
Kansas
$2.39M +$59.2K +51 +3%
PC
81
Pecaut & Co
Iowa
$2.14M -$34.8K -30 -2%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.03M -$113K -97 -6%
Truist Financial
83
Truist Financial
North Carolina
$2.02M +$167K +144 +10%
JP Morgan Chase
84
JP Morgan Chase
New York
$2M -$662K -570 -26%
TIM
85
Triad Investment Management
California
$1.98M -$869K -748 -32%
DCM
86
Dean Capital Management
Kansas
$1.93M -$16.3K -14 -0.9%
SEI Investments
87
SEI Investments
Pennsylvania
$1.91M -$66.2K -57 -3%
EVM
88
Eaton Vance Management
Massachusetts
$1.83M -$1.16K -1 -0.1%
Barclays
89
Barclays
United Kingdom
$1.83M -$195K -168 -10%
QC
90
Quadrature Capital
United Kingdom
$1.81M +$1.68M +1,449 New
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$1.72M -$62.7K -54 -4%
UBS Group
92
UBS Group
Switzerland
$1.67M -$508K -437 -25%
AllianceBernstein
93
AllianceBernstein
Tennessee
$1.55M -$40.7K -35 -3%
Treasurer of the State of North Carolina
94
Treasurer of the State of North Carolina
North Carolina
$1.52M +$172K +148 +14%
1IA
95
1834 Investment Advisors
Wisconsin
$1.47M
Citigroup
96
Citigroup
New York
$1.44M -$238K -205 -15%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$1.37M
ANTB
98
AMG National Trust Bank
Colorado
$1.35M -$22.1K -19 -2%
LPL Financial
99
LPL Financial
California
$1.32M +$113K +97 +10%
Osaic Holdings
100
Osaic Holdings
Arizona
$1.32M -$1.11M -958 -48%

WTM Hedge Fund Activity: Q2 2022 in Review

259 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2022, worth a combined $3.31B — up 7.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WTM positions and 12 closed out — a net gain of 18 holders — while 62 added to existing stakes and 104 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 259 institutional investors held White Mountains Insurance (WTM) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2022 and 12 closed out, a net change of +18 holders.
  • The largest White Mountains Insurance buyer in Q2 2022 was Reinhart Partners, an estimated $34.2M added.
  • The largest White Mountains Insurance seller in Q2 2022 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.