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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
M&T Bank
126
M&T Bank
New York
$739K -$53.9K -56 -7%
WP
127
WMS Partners
Maryland
$734K
SO
128
STRS Ohio
Ohio
$720K -$87.5K -91 -11%
PP
129
Paloma Partners
Connecticut
$715K +$673K +700 New
Comerica Bank
130
Comerica Bank
Texas
$712K +$29.8K +31 +5%
HF
131
HRT Financial
New York
$694K +$366K +380 +127%
TAM
132
Troy Asset Management
United Kingdom
$679K
RC
133
RegentAtlantic Capital
New Jersey
$677K -$40.4K -42 -6%
GCP
134
GSA Capital Partners
United Kingdom
$667K +$628K +653 New
KFC
135
Klingenstein Fields & Co
New York
$636K -$159K -165 -21%
AB
136
Amalgamated Bank
New York
$632K +$20.2K +21 +4%
Jane Street
137
Jane Street
New York
$611K +$315K +327 +121%
WG
138
Winton Group
United Kingdom
$597K -$982K -1,021 -64%
URS
139
Utah Retirement Systems
Utah
$566K +$4.81K +5 +0.9%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$560K -$54.8K -57 -9%
Rafferty Asset Management
141
Rafferty Asset Management
New York
$536K -$90.4K -94 -15%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$536K +$505K +525 New
DIM
143
DC Investments Management
Virginia
$522K -$89.5K -93 -15%
FFA
144
Fragasso Financial Advisors
Pennsylvania
$516K
KPW
145
Kore Private Wealth
New York
$511K
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$506K +$46.2K +48 +11%
KIA
147
KCM Investment Advisors
California
$478K -$48.1K -50 -10%
FHB
148
First Hawaiian Bank
Hawaii
$475K
First Trust Advisors
149
First Trust Advisors
Illinois
$472K +$444K +462 New
RCA
150
Rowland Carmichael Advisors
Arizona
$459K

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.