White Mountains Insurance
WTM
191 hedge funds and large institutions have $3.11B invested in White Mountains Insurance in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 21 closing their positions.
5% less funds holding
Funds holding: 200 → 191 (-9)
5.73% less ownership
Funds ownership: 82.1% → 76.37% (-5.7%)
11% less capital invested
Capital invested by funds: $3.5B → $3.11B (-$387M)
17% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 71
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.13M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.91M |
| 3 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
+$5.37M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.71M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$251M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$33M |
| 3 |
WCM
Wallace Capital Management
Dallas,
Texas
|
-$16.6M |
| 4 |
Jennison Associates
New York
|
-$14.3M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$13.3M |
WTM Hedge Fund Activity: Q3 2016 in Review
191 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2016, worth a combined $3.11B — down 11% from $3.5B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of WTM and 13 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 59 added.
The largest buyer was Vanguard Group, adding an estimated $9.13M. The largest seller was Franklin Resources, cutting an estimated $251M.
- 191 institutional investors held White Mountains Insurance (WTM) as of Q3 2016, down from 200 in Q2 2016.
- Funds reported $3.11B of White Mountains Insurance stock for Q3 2016, down 11% quarter-over-quarter.
- 13 funds opened new White Mountains Insurance positions in Q3 2016 and 21 closed out, a net change of -8 holders.
- The largest White Mountains Insurance buyer in Q3 2016 was Vanguard Group, an estimated $9.13M added.
- The largest White Mountains Insurance seller in Q3 2016 was Franklin Resources, an estimated $251M sold.
Based on aggregated 13F filings for Q3 2016.