White Mountains Insurance
169 hedge funds and large institutions have $3.21B invested in White Mountains Insurance in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 18 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0% more capital invested
Capital invested by funds: $3.2B → $3.21B (+$10.4M)
2.21% less ownership
Funds ownership: 85.07% → 82.86% (-2.2%)
8% less funds holding
Funds holding: 183 → 169 (-14)
17% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 70
67% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.2M |
| 2 |
Jennison Associates
New York
|
+$6.61M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$5.94M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.15M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$40.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$37.7M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$14.7M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$12.4M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$6.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Los Angeles Capital Management
Los Angeles,
California
| – | -$431K | -708 | Closed |
|
|
VKH
177
Virtu KCG Holdings
New York
| – | -$409K | -672 | Closed |
|
|
NI
178
Numeric Investors
Boston,
Massachusetts
| – | -$402K | -660 | Closed |
|
|
N
179
Nuveen
Charlotte,
North Carolina
| – | -$340K | -558 | Closed |
|
|
BJ
180
BlackRock Japan
Tokyo,
Japan
| – | -$338K | -555 | Closed |
|
|
GAM
181
Gotham Asset Management
New York
| – | -$260K | -427 | Closed |
|
182
Natixis Advisors
Boston,
Massachusetts
| – | -$221K | -363 | Closed |
|
183
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$113K | -185 | Closed |
|
|
CFS
184
Community Financial System
Dewitt,
New York
| – | -$61K | -100 | Closed |
|
|
GSC
185
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$10K | -17 | Closed |
|
|
BBHC
186
Brown Brothers Harriman & Co
New York
| – | -$6K | -10 | Closed |
|
187
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -4 | Closed |
|
WTM Hedge Fund Activity: Q3 2014 in Review
169 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2014, worth a combined $3.21B — up 0.33% from $3.2B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of WTM and 6 opened new positions — a net loss of 12 holders — while 70 trimmed existing stakes and 58 added.
The largest buyer was Vanguard Group, adding an estimated $10.2M. The largest seller was London Company of Virginia, cutting an estimated $40.9M.
- 169 institutional investors held White Mountains Insurance (WTM) as of Q3 2014, down from 183 in Q2 2014.
- Funds reported $3.21B of White Mountains Insurance stock for Q3 2014, up 0.33% quarter-over-quarter.
- 6 funds opened new White Mountains Insurance positions in Q3 2014 and 18 closed out, a net change of -12 holders.
- The largest White Mountains Insurance buyer in Q3 2014 was Vanguard Group, an estimated $10.2M added.
- The largest White Mountains Insurance seller in Q3 2014 was London Company of Virginia, an estimated $40.9M sold.
Based on aggregated 13F filings for Q3 2014.