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White Mountains Insurance
WTM

Overview Fund Activity

186 hedge funds and large institutions have $3.12B invested in White Mountains Insurance in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
5.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
18
Increased
66
Reduced
59
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$119M
2
LCOV
2
London Company of Virginia
Virginia
$193M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$13.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$142M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$196M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$90.1M
2
AL
2
AJO LP
Pennsylvania
$1.57M
3
OAM
3
Oxford Asset Management
United Kingdom
$7.88M
4
Jennison Associates
4
Jennison Associates
New York
$122M
5
HK
5
Horizon Kinetics
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Aperio Group
California
$1.1M -$951K -1,675 Closed
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1.07M -$30.7K -51 -3%
FCH
103
Freestone Capital Holdings
Washington
$1.05M +$58.5K +97 +6%
DC
104
Davenport & Co
Virginia
$1.01M – – –
Citigroup
105
Citigroup
New York
$972K -$535K -886 -35%
GMIM
106
General Motors Investment Management
New York
$932K +$932K +1,545 New
SIC
107
Schwartz Investment Counsel
Michigan
$905K – – –
BMO
108
Beck Mack & Oliver
New York
$905K +$905K +1,500 New
Royal London Asset Management
109
Royal London Asset Management
United Kingdom
$898K +$898K +1,520 New
BCM
110
Bares Capital Management
Texas
$884K – – –
NI
111
NFC Investments
Tennessee
$846K +$1.81K +3 +0.2%
SIG
112
Schaller Investment Group
North Carolina
$844K – – –
ZCM
113
Zebra Capital Management
Connecticut
$822K -$71.8K -119 -8%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$815K +$21.1K +35 +3%
Nomura Asset Management
115
Nomura Asset Management
Japan
$808K +$8.96K +15 +1%
FA
116
FDx Advisors
Illinois
$797K +$36.8K +61 +5%
Neuberger Berman Group
117
Neuberger Berman Group
New York
$759K +$246K +408 +48%
CBOA
118
Commonwealth Bank of Australia
Australia
$751K +$59.7K +99 +9%
KIA
119
KCM Investment Advisors
California
$719K -$7.23K -12 -1%
Invesco
120
Invesco
Georgia
$708K +$85.1K +141 +14%
ST
121
Smithfield Trust
Pennsylvania
$671K -$7.84K -13 -1%
URS
122
Utah Retirement Systems
Utah
$655K – – –
Credit Agricole
123
Credit Agricole
France
$640K – – –
WT
124
Wilmington Trust
Delaware
$636K -$42.8K -71 -6%
PCM
125
Parsons Capital Management
Rhode Island
$633K – – –
3 4
5
6 7