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White Mountains Insurance
WTM

Overview Fund Activity

208 hedge funds and large institutions have $2.42B invested in White Mountains Insurance in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-20
Holders Change %
-8.77%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
54
Reduced
87
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
1
Nuance Investments
Missouri
$68.4M
2
ACM
2
Atlanta Capital Management
Georgia
$158M
3
Bank of America
3
Bank of America
North Carolina
$44.8M
4
Wells Fargo
4
Wells Fargo
California
$76.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$225M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$73.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.7M
4
BlackRock
4
BlackRock
New York
$123M
5
EAM
5
Eagle Asset Management
Florida
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
126
Douglass Winthrop Advisors
New York
$533K -$80.8K -91 -13%
RC
127
RegentAtlantic Capital
New Jersey
$521K -$43.5K -49 -8%
URS
128
Utah Retirement Systems
Utah
$515K +$23.1K +26 +5%
KFC
129
Klingenstein Fields & Co
New York
$500K – – –
Comerica Bank
130
Comerica Bank
Texas
$500K +$2.62K +3 +0.5%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$467K +$467K +526 New
FFA
132
Fragasso Financial Advisors
Pennsylvania
$465K – – –
OSIA
133
O'Shares Investment Advisers
Massachusetts
$437K +$437K +492 New
IWP
134
Icon Wealth Partners
Texas
$416K +$416K +469 New
RC
135
Roundview Capital
New Jersey
$402K +$30.2K +34 +8%
KIA
136
KCM Investment Advisors
California
$393K – – –
Squarepoint
137
Squarepoint
New York
$392K -$7.1K -8 -2%
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$380K – – –
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$349K +$349K +393 New
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$348K +$348K +392 New
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$344K -$26.7K -30 -7%
AB
142
Amalgamated Bank
New York
$335K -$259K -291 -44%
WF
143
Welch & Forbes
Massachusetts
$332K -$20.4K -23 -6%
LPL Financial
144
LPL Financial
California
$324K +$324K +365 New
ATC
145
Argent Trust Co
Tennessee
$311K – – –
CDH
146
Charles D. Hyman
$311K – – –
DIM
147
DC Investments Management
Virginia
$300K -$118K -133 -28%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$298K -$7.56K -9 -2%
GT
149
Glenmede Trust
Pennsylvania
$291K -$136K -153 -32%
AII
150
AGF Investments Inc
Ontario, Canada
$271K +$1.78K +2 +0.7%
4 5
6
7 8