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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
101
Deutsche Bank
Germany
$1.44M -$1.84M -1,908 -58%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$1.43M -$996K -1,035 -42%
SIG
103
Schaller Investment Group
North Carolina
$1.43M
PIM
104
Parker Investment Management
California
$1.4M
GHCM
105
Glen Harbor Capital Management
California
$1.34M +$215K +224 +21%
Creative Planning
106
Creative Planning
Kansas
$1.34M -$7.7K -8 -0.6%
1IA
107
1834 Investment Advisors
Wisconsin
$1.29M
RCM
108
Riverhead Capital Management
Delaware
$1.17M +$86.6K +90 +9%
PCM
109
Parsons Capital Management
Rhode Island
$1.13M -$48.1K -50 -4%
AQR Capital Management
110
AQR Capital Management
Connecticut
$1.12M -$1.21M -1,260 -54%
LCM
111
Laurion Capital Management
New York
$1.11M +$1.05M +1,091 New
BAM
112
Brave Asset Management
New Jersey
$1.11M
ANTB
113
AMG National Trust Bank
Colorado
$1.11M -$8.66K -9 -0.8%
Neuberger Berman Group
114
Neuberger Berman Group
New York
$1.1M -$1.92K -2 -0.2%
BIP
115
Brandes Investment Partners
California
$1.08M -$7.7K -8 -0.8%
MCIM
116
Meadow Creek Investment Management
Georgia
$1.06M +$169K +176 +21%
CBOA
117
Commonwealth Bank of Australia
Australia
$1.02M +$289K +300 +43%
TRCT
118
Tower Research Capital (TRC)
New York
$970K +$514K +534 +128%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$946K -$68.3K -71 -7%
Verition Fund Management
120
Verition Fund Management
Connecticut
$834K +$94.3K +98 +14%
AG
121
Advisor Group
Arizona
$832K +$442K +459 +129%
SGI
122
Summit Global Investments
Utah
$817K
DCM
123
Dean Capital Management
Kansas
$770K -$479K -498 -40%
KS
124
Karpas Strategies
Connecticut
$768K
FCM
125
Flinton Capital Management
Pennsylvania
$768K +$123K +128 +21%

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.