White Mountains Insurance
WTM
248 hedge funds and large institutions have $3B invested in White Mountains Insurance in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 92 reducing their positions, and 21 closing their positions.
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
5% more capital invested
Capital invested by funds: $2.86B → $3B (+$134M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less funds holding
Funds holding: 249 → 248 (-1)
1.14% less ownership
Funds ownership: 88.1% → 86.96% (-1.1%)
34% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$21.1M |
| 2 |
BlackRock
New York
|
+$11.2M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$10.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.6M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$27.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$18.9M |
| 3 |
Goldman Sachs
New York
|
-$15M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.1M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$7.66M |
WTM Hedge Fund Activity: Q3 2019 in Review
248 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2019, worth a combined $3B — up 4.7% from $2.86B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WTM positions and 21 closed out — a net gain of 1 holder — while 61 added to existing stakes and 92 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $21.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $27.4M.
- 248 institutional investors held White Mountains Insurance (WTM) as of Q3 2019, down from 249 in Q2 2019.
- Funds reported $3B of White Mountains Insurance stock for Q3 2019, up 4.7% quarter-over-quarter.
- 22 funds opened new White Mountains Insurance positions in Q3 2019 and 21 closed out, a net change of +1 holder.
- The largest White Mountains Insurance buyer in Q3 2019 was First Trust Advisors, an estimated $21.1M added.
- The largest White Mountains Insurance seller in Q3 2019 was Fuller & Thaler Asset Management, an estimated $27.4M sold.
Based on aggregated 13F filings for Q3 2019.