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White Mountains Insurance

183 hedge funds and large institutions have $3.2B invested in White Mountains Insurance in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 83.54%85.07% (+1.5%)

3% more capital invested

Capital invested by funds: $3.1B → $3.2B (+$98.8M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 186183 (-3)

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
15
Increased
58
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Bares Capital Management
Texas
$1.17M +$289K +485 +34%
Goldman Sachs
102
Goldman Sachs
New York
$1.12M -$782K -1,313 -42%
DC
103
Davenport & Co
Virginia
$1.02M
Invesco
104
Invesco
Georgia
$940K +$75K +126 +9%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$931K
IRF
106
IBM Retirement Fund
New York
$919K +$12.5K +21 +1%
KFC
107
Klingenstein Fields & Co
New York
$918K -$659K -1,107 -42%
U
108
UBS
Switzerland
$918K +$585K +982 +186%
SIC
109
Schwartz Investment Counsel
Michigan
$913K
Morgan Stanley
110
Morgan Stanley
New York
$870K -$6.97M -11,708 -89%
NI
111
NFC Investments
Tennessee
$854K
SIG
112
Schaller Investment Group
North Carolina
$852K
JMPWA
113
JP Morgan Private Wealth Advisors
California
$816K -$29.8K -50 -4%
KIA
114
KCM Investment Advisors
California
$726K
URS
115
Utah Retirement Systems
Utah
$721K +$59.6K +100 +9%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$704K -$60.7K -102 -8%
CBOA
117
Commonwealth Bank of Australia
Australia
$697K -$59.6K -100 -8%
ProShare Advisors
118
ProShare Advisors
Maryland
$666K +$5.96K +10 +0.9%
HK
119
Horizon Kinetics
New York
$660K -$560K -940 -46%
ST
120
Smithfield Trust
Pennsylvania
$645K
PCM
121
Parsons Capital Management
Rhode Island
$639K
Prudential Financial
122
Prudential Financial
New Jersey
$627K +$348K +584 +131%
WP
123
WMS Partners
Maryland
$599K
CIM
124
CenturyLink Investment Management
Colorado
$567K +$555K +932 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$551K +$539K +905 New

WTM Hedge Fund Activity: Q2 2014 in Review

183 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2014, worth a combined $3.2B — up 3.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WTM and 15 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 58 added.

The largest buyer was Wellington Management Group, adding an estimated $42.6M. The largest seller was London Company of Virginia, cutting an estimated $19M.

  • 183 institutional investors held White Mountains Insurance (WTM) as of Q2 2014, down from 186 in Q1 2014.
  • Funds reported $3.2B of White Mountains Insurance stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2014 and 18 closed out, a net change of -3 holders.
  • The largest White Mountains Insurance buyer in Q2 2014 was Wellington Management Group, an estimated $42.6M added.
  • The largest White Mountains Insurance seller in Q2 2014 was London Company of Virginia, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2014.