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White Mountains Insurance
WTM

Overview Fund Activity

186 hedge funds and large institutions have $3.68B invested in White Mountains Insurance in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 11 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
5.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.25%
New
24
Increased
52
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.9M
2
SI
2
Scout Investments
Missouri
$28.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$230M
4
Invesco
4
Invesco
Georgia
$11.7M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$66.9M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$126M
2
PP
2
Prospector Partners
Connecticut
$11.6M
3
Franklin Resources
3
Franklin Resources
California
$1.03B
4
TAM
4
Third Avenue Management
New York
$82.1M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$250M
Name Market Value Shares Shares
Change 		Shares
Change %
NI
101
NFC Investments
Tennessee
$1.05M 1,403 – –
SIG
102
Schaller Investment Group
North Carolina
$1.05M 1,400 – –
KFC
103
Klingenstein Fields & Co
New York
$1.04M 1,393 -85 -6%
BA
104
BlackRock Advisors
Delaware
$1.02M 1,369 +473 +53%
M&T Bank
105
M&T Bank
New York
$979K 1,309 -27 -2%
US Bancorp
106
US Bancorp
Minnesota
$979K 1,311 +166 +14%
Citigroup
107
Citigroup
New York
$972K 1,300 -2,061 -61%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$822K 1,100 – –
CBOA
109
Commonwealth Bank of Australia
Australia
$811K 1,086 +11 +1%
URS
110
Utah Retirement Systems
Utah
$810K 1,085 -100 -8%
PCM
111
Parsons Capital Management
Rhode Island
$785K 1,050 – –
KIA
112
KCM Investment Advisors
California
$738K 988 -50 -5%
WP
113
WMS Partners
Maryland
$735K 984 – –
ProShare Advisors
114
ProShare Advisors
Maryland
$699K 935 -35 -4%
GC
115
Guggenheim Capital
Illinois
$661K 885 +885 New
HK
116
Horizon Kinetics
New York
$643K 860 +132 +18%
ST
117
Smithfield Trust
Pennsylvania
$635K 849 -9 -1%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$630K 842 -378 -31%
WF
119
Welch & Forbes
Massachusetts
$620K 829 +829 New
KS
120
Karpas Strategies
Connecticut
$599K 802 – –
RC
121
RegentAtlantic Capital
New Jersey
$592K 792 – –
UBS AM
122
UBS AM
Illinois
$586K 784 +274 +54%
UBS Group
123
UBS Group
Switzerland
$571K 764 -994 -57%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$562K 752 +3 +0.4%
AB
125
Amalgamated Bank
New York
$507K 678 +6 +0.9%
3 4
5
6 7