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White Mountains Insurance
WTM

203 hedge funds and large institutions have $3.15B invested in White Mountains Insurance in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

6% more funds holding

Funds holding: 191 → 203 (+12)

6% more ownership

Funds ownership: 76.37% → 82.37% (+6%)

1% more capital invested

Capital invested by funds: $3.11B → $3.15B (+$33.4M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

25% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 79

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
29
Increased
59
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RRAM
River Road Asset Management
Kentucky
+$23.1M
2
Norges Bank
Norges Bank
Norway
+$11.6M
3
Wells Fargo
Wells Fargo
California
+$7.86M
4
HIM
Hermes Investment Management
United Kingdom
+$7.06M
5
ESCM
Echo Street Capital Management
New York
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.7M
2
Jennison Associates
Jennison Associates
New York
-$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.48M
4
UBS AM
UBS AM
Illinois
-$8.96M
5
BIT
BlackRock Institutional Trust
California
-$8.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
101
Schaller Investment Group
North Carolina
$1.17M – – –
Creative Planning
102
Creative Planning
Kansas
$1.13M – – –
JG
103
Jefferies Group
New York
$1.12M +$924K +1,102 +457%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.11M -$235K -280 -17%
BAM
105
Brave Asset Management
New Jersey
$1.1M – – –
KFC
106
Klingenstein Fields & Co
New York
$1.08M – – –
QI
107
QS Investors
New York
$1.07M +$1.08M +1,285 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$1.04M -$359K -428 -26%
PP
109
Paloma Partners
Connecticut
$1.04M +$688K +821 +195%
CG
110
Clinton Group
New York
$982K +$985K +1,175 New
DCM
111
Dynamic Capital Management
Jersey
$958K -$211K -252 -18%
M&T Bank
112
M&T Bank
New York
$954K -$199K -237 -17%
AL
113
Airain Ltd
Guernsey
$940K +$942K +1,124 New
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$920K +$922K +1,100 New
Neuberger Berman Group
115
Neuberger Berman Group
New York
$914K -$23.5K -28 -2%
PCM
116
Parsons Capital Management
Rhode Island
$878K – – –
Tudor Investment Corp
117
Tudor Investment Corp
Connecticut
$875K +$877K +1,047 New
WP
118
WMS Partners
Maryland
$824K +$838 +1 +0.1%
PIM
119
Parker Investment Management
California
$778K -$168K -200 -18%
RC
120
RegentAtlantic Capital
New Jersey
$755K +$114K +136 +18%
VKH
121
Virtu KCG Holdings
New York
$710K +$477K +569 +203%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$710K +$493K +588 +224%
US Bancorp
123
US Bancorp
Minnesota
$677K +$2.51K +3 +0.4%
KS
124
Karpas Strategies
Connecticut
$671K – – –
KIA
125
KCM Investment Advisors
California
$657K -$45.3K -54 -6%
3 4
5
6 7

WTM Hedge Fund Activity: Q4 2016 in Review

203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2016, worth a combined $3.15B — up 1.1% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WTM positions and 14 closed out — a net gain of 15 holders — while 59 added to existing stakes and 79 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $23.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.7M.

  • 203 institutional investors held White Mountains Insurance (WTM) as of Q4 2016, up from 191 in Q3 2016.
  • Funds reported $3.15B of White Mountains Insurance stock for Q4 2016, up 1.1% quarter-over-quarter.
  • 29 funds opened new White Mountains Insurance positions in Q4 2016 and 14 closed out, a net change of +15 holders.
  • The largest White Mountains Insurance buyer in Q4 2016 was River Road Asset Management, an estimated $23.1M added.
  • The largest White Mountains Insurance seller in Q4 2016 was T. Rowe Price Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2016.