White Mountains Insurance
183 hedge funds and large institutions have $3.18B invested in White Mountains Insurance in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
36% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 47
8% more funds holding
Funds holding: 169 → 183 (+14)
1.05% more ownership
Funds ownership: 82.86% → 83.91% (+1%)
1% less capital invested
Capital invested by funds: $3.21B → $3.18B (-$30.8M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$7.14M |
| 2 |
AI
Analytic Investors
Los Angeles,
California
|
+$4.33M |
| 3 |
Renaissance Technologies
New York
|
+$3.82M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.56M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
-$17.5M |
| 2 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$13.4M |
| 3 |
CSC
Cove Street Capital
El Segundo,
California
|
-$12.5M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$5.86M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$5.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
176
Valley National Advisers
Bethlehem,
Pennsylvania
| $24K | +$25.4K | +40 | New |
|
|
PMFA
177
Plante Moran Financial Advisors
Southfield,
Michigan
| $20K | – | – | – |
|
|
EFSCE
178
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $13K | -$636 | -1 | -5% |
|
|
TWA
179
TCI Wealth Advisors
Tucson,
Arizona
| $7K | – | – | – |
|
|
S
180
SignatureFD
Atlanta,
Georgia
| $6K | – | – | – |
|
181
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | +$5.09K | +8 | New |
|
|
ASN
182
Advisory Services Network
Atlanta,
Georgia
| $4K | +$4.45K | +7 | New |
|
|
BPBT
183
Boston Private Bank & Trust
Boston,
Massachusetts
| $2K | +$1.91K | +3 | New |
|
|
SIC
184
Schwartz Investment Counsel
Plymouth,
Michigan
| – | -$945K | -1,500 | Closed |
|
|
CBOA
185
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| – | -$910K | -1,445 | Closed |
|
|
WAM
186
World Asset Management
Detroit,
Michigan
| – | -$210K | -333 | Closed |
|
|
PFO
187
Pathstone Family Office
Englewood,
New Jersey
| – | -$20K | -31 | Closed |
|
|
WA
188
Waverly Advisors
Birmingham,
Alabama
| – | -$8K | -12 | Closed |
|
WTM Hedge Fund Activity: Q4 2014 in Review
183 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2014, worth a combined $3.18B — down 0.96% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WTM positions and 5 closed out — a net gain of 15 holders — while 64 added to existing stakes and 47 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $7.14M. The largest seller was Third Avenue Management, cutting an estimated $17.5M.
- 183 institutional investors held White Mountains Insurance (WTM) as of Q4 2014, up from 169 in Q3 2014.
- Funds reported $3.18B of White Mountains Insurance stock for Q4 2014, down 0.96% quarter-over-quarter.
- 20 funds opened new White Mountains Insurance positions in Q4 2014 and 5 closed out, a net change of +15 holders.
- The largest White Mountains Insurance buyer in Q4 2014 was Fuller & Thaler Asset Management, an estimated $7.14M added.
- The largest White Mountains Insurance seller in Q4 2014 was Third Avenue Management, an estimated $17.5M sold.
Based on aggregated 13F filings for Q4 2014.