White Mountains Insurance
186 hedge funds and large institutions have $3.68B invested in White Mountains Insurance in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more capital invested
Capital invested by funds: $3.31B → $3.68B (+$362M)
7% more funds holding
Funds holding: 174 → 186 (+12)
1.92% less ownership
Funds ownership: 84.46% → 82.54% (-1.9%)
29% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$37.9M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$27.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$10.6M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$57.9M |
| 2 |
PP
Prospector Partners
Guilford,
Connecticut
|
-$24.9M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$21.6M |
| 4 |
TAM
Third Avenue Management
New York
|
-$15.1M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13M |
WTM Hedge Fund Activity: Q3 2015 in Review
186 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2015, worth a combined $3.68B — up 11% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WTM positions and 11 closed out — a net gain of 13 holders — while 52 added to existing stakes and 73 trimmed.
The largest buyer was Bank of America, adding an estimated $37.9M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $57.9M.
- 186 institutional investors held White Mountains Insurance (WTM) as of Q3 2015, up from 174 in Q2 2015.
- Funds reported $3.68B of White Mountains Insurance stock for Q3 2015, up 11% quarter-over-quarter.
- 24 funds opened new White Mountains Insurance positions in Q3 2015 and 11 closed out, a net change of +13 holders.
- The largest White Mountains Insurance buyer in Q3 2015 was Bank of America, an estimated $37.9M added.
- The largest White Mountains Insurance seller in Q3 2015 was Hotchkis & Wiley Capital Management, an estimated $57.9M sold.
Based on aggregated 13F filings for Q3 2015.