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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.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

5% more funds holding

Funds holding: 227239 (+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: 75 (-2)

37% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 91

Holders
239
Holders Change
+12
Holders Change %
+5.29%
% of All Funds
5.46%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
31
Increased
57
Reduced
91
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NI
101
NFC Investments
Tennessee
$1.31M
SIG
102
Schaller Investment Group
North Carolina
$1.31M
1IA
103
1834 Investment Advisors
Wisconsin
$1.19M
M&T Bank
104
M&T Bank
New York
$1.15M -$114K -123 -9%
PCM
105
Parsons Capital Management
Rhode Island
$1.1M
BAM
106
Brave Asset Management
New Jersey
$1.07M
FP
107
Factorial Partners
New York
$1.05M -$64.9K -70 -6%
Creative Planning
108
Creative Planning
Kansas
$982K
FCH
109
Freestone Capital Holdings
Washington
$963K +$954K +1,029 New
SEI Investments
110
SEI Investments
Pennsylvania
$923K -$4.96M -5,353 -85%
EP
111
Elkfork Partners
Oregon
$923K +$504K +544 +123%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$918K -$835K -901 -48%
WP
113
WMS Partners
Maryland
$893K
GT
114
Glenmede Trust
Pennsylvania
$889K -$54.7K -59 -6%
US Bancorp
115
US Bancorp
Minnesota
$875K -$51K -55 -6%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$872K +$864K +932 New
JMPWA
117
JP Morgan Private Wealth Advisors
California
$847K
AQR Capital Management
118
AQR Capital Management
Connecticut
$832K +$824K +889 New
EVM
119
Eaton Vance Management
Massachusetts
$795K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$794K +$7.42K +8 +1%
GHCM
121
Glen Harbor Capital Management
California
$760K +$415K +448 +123%
KFC
122
Klingenstein Fields & Co
New York
$737K
RC
123
RegentAtlantic Capital
New Jersey
$717K -$4.63K -5 -0.6%
KS
124
Karpas Strategies
Connecticut
$704K
SO
125
STRS Ohio
Ohio
$696K +$42.6K +46 +7%

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.