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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
DADC
176
D.A. Davidson & Co
Montana
$16K
GSC
177
Ground Swell Capital
South Carolina
$10K +$10.1K +17 New
S
178
SignatureFD
Georgia
$10K +$10.1K +17 New
TWA
179
TCI Wealth Advisors
Arizona
$7K
WA
180
Waverly Advisors
Alabama
$7K
BBHC
181
Brown Brothers Harriman & Co
New York
$6K
Federated Hermes
182
Federated Hermes
Pennsylvania
$2K +$2.38K +4 New
EFSCE
183
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$2.98K -5 -83%
PP
184
PDT Partners
New York
-$4.15M -6,924 Closed
JAM
185
Jacobs Asset Management
New York
-$3.6M -6,000 Closed
Two Sigma Investments
186
Two Sigma Investments
New York
-$1.38M -2,300 Closed
LP
187
LMR Partners
United Kingdom
-$841K -1,402 Closed
WF
188
Welch & Forbes
Massachusetts
-$497K -829 Closed
Jane Street
189
Jane Street
New York
-$494K -824 Closed
ZCM
190
Zebra Capital Management
Connecticut
-$374K -624 Closed
Comerica Bank
191
Comerica Bank
Texas
-$353K -589 Closed
Two Sigma Advisers
192
Two Sigma Advisers
New York
-$326K -543 Closed
WTNA
193
Wilmington Trust National Association
Delaware
-$309K -515 Closed
Nomura Asset Management
194
Nomura Asset Management
Japan
-$300K -500 Closed
LPL Financial
195
LPL Financial
California
-$289K -481 Closed
HCM
196
Hollencrest Capital Management
California
-$260K -434 Closed
AI
197
Atria Investments
North Carolina
-$249K -415 Closed
B
198
Barings
North Carolina
-$244K -407 Closed
CBU
199
CIBC Bank USA
Illinois
-$240K -400 Closed
RFA
200
Reilly Financial Advisors
California
-$7K -12 Closed

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.