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White Mountains Insurance

259 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.09B → $3.31B (+$228M)

6% more funds holding

Funds holding: 244259 (+15)

0.5% less ownership

Funds ownership: 89.75%89.25% (-0.5%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 104

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
30
Increased
62
Reduced
104
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
126
First Hawaiian Bank
Hawaii
$717K
PIM
127
Parker Investment Management
California
$714K
AWM
128
Adams Wealth Management
Utah
$677K +$97.6K +84 +18%
AB
129
Amalgamated Bank
New York
$650K -$96.4K -83 -14%
EWM
130
Empirical Wealth Management
Washington
$647K +$8.13K +7 +1%
GT
131
Glenmede Trust
Pennsylvania
$624K +$1.16K +1 +0.2%
SSA
132
Schonfeld Strategic Advisors
New York
$623K +$581K +500 New
GCP
133
GSA Capital Partners
United Kingdom
$616K +$574K +494 New
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$596K -$174K -150 -24%
MML Investors Services
135
MML Investors Services
Massachusetts
$589K +$96.4K +83 +21%
QCM
136
Quantinno Capital Management
New York
$584K +$545K +469 New
CPIG
137
Chicago Partners Investment Group
Illinois
$558K
M&T Bank
138
M&T Bank
New York
$524K -$30.2K -26 -6%
Holocene Advisors
139
Holocene Advisors
New York
$517K -$2.53M -2,175 -84%
RC
140
Roundview Capital
New Jersey
$499K
KeyBank National Association
141
KeyBank National Association
Ohio
$495K -$16.3K -14 -3%
LWAM
142
Legacy Wealth Asset Management
Minnesota
$490K -$13.9K -12 -3%
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$488K
VOYA Investment Management
144
VOYA Investment Management
Georgia
$476K -$105K -90 -19%
KSWA
145
Kathleen S. Wright Associates
Pennsylvania
$474K
ZCA
146
Zeke Capital Advisors
Pennsylvania
$469K +$39.5K +34 +10%
KIA
147
KCM Investment Advisors
California
$452K
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$446K +$54.6K +47 +15%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$446K +$75.5K +65 +22%
CDH
150
Charles D. Hyman
$436K

WTM Hedge Fund Activity: Q2 2022 in Review

259 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2022, worth a combined $3.31B — up 7.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WTM positions and 12 closed out — a net gain of 18 holders — while 62 added to existing stakes and 104 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 259 institutional investors held White Mountains Insurance (WTM) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2022 and 12 closed out, a net change of +18 holders.
  • The largest White Mountains Insurance buyer in Q2 2022 was Reinhart Partners, an estimated $34.2M added.
  • The largest White Mountains Insurance seller in Q2 2022 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.