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White Mountains Insurance

174 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 84.18%84.46% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less capital invested

Capital invested by funds: $3.45B → $3.31B (-$136M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 178174 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
15
Increased
57
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COI
126
Connable Office Inc
Michigan
$365K +$7.96K +12 +2%
Prudential Financial
127
Prudential Financial
New Jersey
$341K
UBS AM
128
UBS AM
Illinois
$334K
EWM
129
Evercore Wealth Management
New York
$327K
ESCM
130
Echo Street Capital Management
New York
$327K +$332K +500 New
Truist Financial
131
Truist Financial
North Carolina
$312K +$13.9K +21 +5%
GT
132
Glenmede Trust
Pennsylvania
$303K +$22.6K +34 +8%
VKH
133
Virtu KCG Holdings
New York
$293K -$227K -342 -43%
SG Americas Securities
134
SG Americas Securities
New York
$263K +$113K +171 +74%
GHAM
135
Gilman Hill Asset Management
Connecticut
$262K
P
136
Pitcairn
Pennsylvania
$237K -$28.5K -43 -11%
JHC
137
JFB Holdings Corp
Georgia
$233K +$4.64K +7 +2%
Verition Fund Management
138
Verition Fund Management
Connecticut
$225K +$228K +344 New
AT
139
Argent Trust
Texas
$212K +$214K +323 New
OC
140
Oppenheimer & Co
New York
$208K
RC
141
Roundview Capital
New Jersey
$208K
HSBC Holdings
142
HSBC Holdings
United Kingdom
$201K -$19.2K -29 -9%
WEC
143
Winslow Evans & Crocker
Massachusetts
$196K
PAM
144
Panagora Asset Management
Massachusetts
$196K
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$180K -$27.2K -41 -13%
SEI Investments
146
SEI Investments
Pennsylvania
$178K -$38.5K -58 -18%
HIM
147
Hillsdale Investment Management
Ontario, Canada
$164K +$33.2K +50 +25%
BG
148
BlackRock Group
United Kingdom
$159K -$25.2K -38 -14%
AIG
149
American International Group
New York
$143K -$663 -1 -0.5%
MI
150
Markston International
New York
$131K

WTM Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2015, worth a combined $3.31B — down 4% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WTM and 15 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $12.9M. The largest seller was Franklin Resources, cutting an estimated $13.3M.

  • 174 institutional investors held White Mountains Insurance (WTM) as of Q2 2015, down from 178 in Q1 2015.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2015, down 4% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest White Mountains Insurance buyer in Q2 2015 was T. Rowe Price Associates, an estimated $12.9M added.
  • The largest White Mountains Insurance seller in Q2 2015 was Franklin Resources, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2015.