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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
151
Welch & Forbes
Massachusetts
$453K -$73.1K -76 -15%
Acadian Asset Management
152
Acadian Asset Management
Massachusetts
$452K +$426K +443 New
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$450K -$132K -137 -24%
MML Investors Services
154
MML Investors Services
Massachusetts
$433K +$13.5K +14 +3%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$425K +$27.9K +29 +7%
SG Americas Securities
156
SG Americas Securities
New York
$417K -$60.6K -63 -13%
HKAM
157
Horizon Kinetics Asset Management
New York
$417K
RC
158
Roundview Capital
New Jersey
$410K +$1.92K +2 +0.5%
EWM
159
Evercore Wealth Management
New York
$409K
ACA
160
Ackerman Capital Advisors
Texas
$409K
ProShare Advisors
161
ProShare Advisors
Maryland
$408K -$6.73K -7 -2%
XK
162
Xact Kapitalforvaltning
Sweden
$401K
ATC
163
Argent Trust Co
Tennessee
$387K -$39.4K -41 -10%
CDH
164
Charles D. Hyman
$358K +$337K +350 New
SB
165
Suntrust Banks
Georgia
$347K +$38.5K +40 +13%
SOADOR
166
State of Alaska Department of Revenue
Alaska
$339K +$6.73K +7 +2%
FMT
167
First Mercantile Trust
Tennessee
$322K -$55.8K -58 -16%
CCIA
168
Campbell & Co Investment Adviser
Maryland
$310K +$73.1K +76 +33%
AIL
169
AGF Investments LLC
Ontario, Canada
$306K +$62.5K +65 +28%
IC
170
Intersect Capital
California
$306K +$289K +300 New
US Bancorp
171
US Bancorp
Minnesota
$300K -$250K -260 -47%
Principal Financial Group
172
Principal Financial Group
Iowa
$289K +$272K +283 New
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$268K -$2.89K -3 -1%
HSBC Holdings
174
HSBC Holdings
United Kingdom
$268K +$8.66K +9 +4%
CCT
175
Country Club Trust
Missouri
$240K -$16.4K -17 -7%

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.