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White Mountains Insurance

183 hedge funds and large institutions have $3.2B invested in White Mountains Insurance in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 83.54%85.07% (+1.5%)

3% more capital invested

Capital invested by funds: $3.1B → $3.2B (+$98.8M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 186183 (-3)

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
15
Increased
58
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHAM
151
Gilman Hill Asset Management
Connecticut
$243K
Natixis Advisors
152
Natixis Advisors
Massachusetts
$221K +$216K +363 New
Barclays
153
Barclays
United Kingdom
$201K +$89.9K +151 +85%
BG
154
BlackRock Group
United Kingdom
$183K -$4.3M -7,215 -96%
PAM
155
Panagora Asset Management
Massachusetts
$183K
AIG
156
American International Group
New York
$136K -$8.93K -15 -6%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$131K -$309K -519 -71%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$124K -$1.19K -2 -1%
MI
159
Markston International
New York
$122K
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113K +$110K +185 New
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$110K +$2.98K +5 +3%
TRCT
162
Tower Research Capital (TRC)
New York
$102K +$100K +168 New
LTFS
163
Ladenburg Thalmann Financial Services
Florida
$96K +$11.3K +19 +14%
Creative Planning
164
Creative Planning
Kansas
$93K +$64.3K +108 +245%
Legal & General Group
165
Legal & General Group
United Kingdom
$70K
CTC
166
Central Trust Company
Missouri
$67K
FNBT
167
FineMark National Bank & Trust
Florida
$62K
ClearBridge Investments
168
ClearBridge Investments
New York
$61K
CFS
169
Community Financial System
New York
$61K
FHA
170
First Horizon Advisors
Tennessee
$50K
BOK
171
Bank of Kentucky
Kentucky
$44K -$4.76K -8 -10%
MFS
172
MSI Financial Services
Massachusetts
$30K
MA
173
MUFG Americas
New York
$26K +$14.9K +25 +147%
Royal Bank of Canada
174
Royal Bank of Canada
Ontario, Canada
$24K -$2.98K -5 -11%
PMFA
175
Plante Moran Financial Advisors
Michigan
$19K

WTM Hedge Fund Activity: Q2 2014 in Review

183 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2014, worth a combined $3.2B — up 3.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WTM and 15 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 58 added.

The largest buyer was Wellington Management Group, adding an estimated $42.6M. The largest seller was London Company of Virginia, cutting an estimated $19M.

  • 183 institutional investors held White Mountains Insurance (WTM) as of Q2 2014, down from 186 in Q1 2014.
  • Funds reported $3.2B of White Mountains Insurance stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2014 and 18 closed out, a net change of -3 holders.
  • The largest White Mountains Insurance buyer in Q2 2014 was Wellington Management Group, an estimated $42.6M added.
  • The largest White Mountains Insurance seller in Q2 2014 was London Company of Virginia, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2014.