White Mountains Insurance
239 hedge funds and large institutions have $2.6B invested in White Mountains Insurance in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 91 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
5% more funds holding
Funds holding: 227 → 239 (+12)
1% more capital invested
Capital invested by funds: $2.56B → $2.6B (+$38.3M)
1.48% less ownership
Funds ownership: 88.72% → 87.24% (-1.5%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
37% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$26.1M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$17.4M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$14.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.49M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$17.4M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12.7M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$10.2M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$8.56M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$7.18M |
WTM Hedge Fund Activity: Q3 2018 in Review
239 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2018, worth a combined $2.6B — up 1.5% from $2.56B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new WTM positions and 17 closed out — a net gain of 14 holders — while 57 added to existing stakes and 91 trimmed.
The largest buyer was Federated Hermes, opening a new position worth an estimated $26.1M. The largest seller was Capital World Investors, cutting an estimated $17.4M.
- 239 institutional investors held White Mountains Insurance (WTM) as of Q3 2018, up from 227 in Q2 2018.
- Funds reported $2.6B of White Mountains Insurance stock for Q3 2018, up 1.5% quarter-over-quarter.
- 31 funds opened new White Mountains Insurance positions in Q3 2018 and 17 closed out, a net change of +14 holders.
- The largest White Mountains Insurance buyer in Q3 2018 was Federated Hermes, an estimated $26.1M added.
- The largest White Mountains Insurance seller in Q3 2018 was Capital World Investors, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2018.