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White Mountains Insurance

174 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 84.18%84.46% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less capital invested

Capital invested by funds: $3.45B → $3.31B (-$136M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 178174 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
15
Increased
57
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$798K -$92.9K -140 -10%
URS
102
Utah Retirement Systems
Utah
$776K
US Bancorp
103
US Bancorp
Minnesota
$750K -$18.6K -28 -2%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$720K
CBOA
105
Commonwealth Bank of Australia
Australia
$704K -$105K -159 -13%
PCM
106
Parsons Capital Management
Rhode Island
$688K
KIA
107
KCM Investment Advisors
California
$680K
Invesco
108
Invesco
Georgia
$654K +$344K +519 +108%
WP
109
WMS Partners
Maryland
$644K
ProShare Advisors
110
ProShare Advisors
Maryland
$635K -$32.5K -49 -5%
BA
111
BlackRock Advisors
Delaware
$587K +$52.4K +79 +10%
PL
112
Parkwood LLC
Ohio
$578K +$586K +883 New
ST
113
Smithfield Trust
Pennsylvania
$562K +$17.2K +26 +3%
IMOV
114
Investment Management of Virginia
Virginia
$546K
KS
115
Karpas Strategies
Connecticut
$525K
RC
116
RegentAtlantic Capital
New Jersey
$519K -$6.63K -10 -1%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$491K
HK
118
Horizon Kinetics
New York
$477K
AQR Capital Management
119
AQR Capital Management
Connecticut
$468K -$194K -293 -29%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$440K -$241K -363 -35%
AB
121
Amalgamated Bank
New York
$440K +$446K +672 New
HI
122
HBK Investments
Texas
$438K -$133K -201 -23%
FA
123
FDx Advisors
Illinois
$402K +$143K +216 +54%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$400K +$136K +205 +50%
NFA
125
Nationwide Fund Advisors
Ohio
$371K

WTM Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2015, worth a combined $3.31B — down 4% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WTM and 15 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $12.9M. The largest seller was Franklin Resources, cutting an estimated $13.3M.

  • 174 institutional investors held White Mountains Insurance (WTM) as of Q2 2015, down from 178 in Q1 2015.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2015, down 4% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest White Mountains Insurance buyer in Q2 2015 was T. Rowe Price Associates, an estimated $12.9M added.
  • The largest White Mountains Insurance seller in Q2 2015 was Franklin Resources, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2015.