White Mountains Insurance
178 hedge funds and large institutions have $3.45B invested in White Mountains Insurance in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
9% more capital invested
Capital invested by funds: $3.18B → $3.45B (+$276M)
0.27% more ownership
Funds ownership: 83.91% → 84.18% (+0.27%)
6% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 64
3% less funds holding
Funds holding: 183 → 178 (-5)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Impax Asset Management
Portsmouth,
New Hampshire
|
+$12.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.79M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$7.66M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$7.2M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$6.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$14.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$10.4M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$9.57M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$4.57M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$3.84M |
WTM Hedge Fund Activity: Q1 2015 in Review
178 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2015, worth a combined $3.45B — up 8.7% from $3.18B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of WTM and 10 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 60 added.
The largest buyer was Impax Asset Management, opening a new position worth an estimated $12.7M. The largest seller was Jennison Associates, cutting an estimated $14.8M.
- 178 institutional investors held White Mountains Insurance (WTM) as of Q1 2015, down from 183 in Q4 2014.
- Funds reported $3.45B of White Mountains Insurance stock for Q1 2015, up 8.7% quarter-over-quarter.
- 10 funds opened new White Mountains Insurance positions in Q1 2015 and 14 closed out, a net change of -4 holders.
- The largest White Mountains Insurance buyer in Q1 2015 was Impax Asset Management, an estimated $12.7M added.
- The largest White Mountains Insurance seller in Q1 2015 was Jennison Associates, an estimated $14.8M sold.
Based on aggregated 13F filings for Q1 2015.