White Mountains Insurance
196 hedge funds and large institutions have $3.68B invested in White Mountains Insurance in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 24 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
5% more capital invested
Capital invested by funds: $3.51B → $3.68B (+$168M)
0% more funds holding
Funds holding: 196 → 196 (0)
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
1.77% less ownership
Funds ownership: 85% → 83.23% (-1.8%)
23% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$18.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$7.53M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.64M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$106M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$48.5M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$13.3M |
| 4 |
TAM
Third Avenue Management
New York
|
-$12.7M |
| 5 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$8.94M |
WTM Hedge Fund Activity: Q1 2016 in Review
196 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2016, worth a combined $3.68B — up 4.8% from $3.51B a quarter earlier.
Fund positioning in WTM was balanced in Q1 2016: 24 funds opened new positions, 24 closed out, 57 added to existing stakes and 74 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $18.9M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $106M sold.
- 196 institutional investors held White Mountains Insurance (WTM) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $3.68B of White Mountains Insurance stock for Q1 2016, up 4.8% quarter-over-quarter.
- 24 funds opened new White Mountains Insurance positions in Q1 2016 and 24 closed out, a net change of 0 holders.
- The largest White Mountains Insurance buyer in Q1 2016 was Fuller & Thaler Asset Management, an estimated $18.9M added.
- The largest White Mountains Insurance seller in Q1 2016 was Hotchkis & Wiley Capital Management, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2016.