WTM icon

White Mountains Insurance
WTM

Overview Fund Activity

195 hedge funds and large institutions have $3.68B invested in White Mountains Insurance in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
5.2%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
23
Increased
57
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$108M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$266M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.08M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$252M
5
JHIU
5
Janus Henderson Investors US
Colorado
$8.75M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
AR
2
Advisory Research
Illinois
$15.4M
3
TAM
3
Third Avenue Management
New York
$58.1M
4
Norges Bank
4
Norges Bank
Norway
$0
5
HIM
5
Hermes Investment Management
United Kingdom
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
176
Valley National Advisers
Pennsylvania
$32K – – –
EMG
177
ETF Managers Group
New Jersey
$31K +$31K +35 New
Geode Capital Management
178
Geode Capital Management
Massachusetts
$28.8K +$913 +1,137 +3%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$28K +$21.6K +27 +338%
PMFA
180
Plante Moran Financial Advisors
Michigan
$25K – – –
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$23K – – –
ASN
182
Advisory Services Network
Georgia
$16K – – –
BBHC
183
Brown Brothers Harriman & Co
New York
$14K -$7K -9 -33%
ZB
184
Zions Bancorporation
Utah
$14K – – –
VCM
185
Versant Capital Management
Arizona
$12K – – –
DPA
186
Delphi Private Advisors
California
$10K -$1.54K -2 -13%
TWA
187
TCI Wealth Advisors
Arizona
$10K – – –
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
QCG
189
Quadrant Capital Group
Ohio
$9K +$9K +12 New
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$5.62K +$5.62K +7 New
IR
191
Invictus RG
Bermuda
$5K +$5K +6 New
CFA
192
Carroll Financial Associates
North Carolina
$4K – – –
FANJ
193
Financial Architects (New Jersey)
New Jersey
$2K +$2K +3 New
PCP
194
Proficio Capital Partners
Massachusetts
$1K +$1K +1 New
PCM
195
Penserra Capital Management
California
$7 -$1 -1 -10%
Hotchkis & Wiley Capital Management
196
Hotchkis & Wiley Capital Management
California
– -$106M -145,759 Closed
Norges Bank
197
Norges Bank
Norway
– -$13.3M -18,360 Closed
CC
198
Capital Counsel
New York
– -$4.14M -5,691 Closed
PRCM
199
Pine River Capital Management
Minnesota
– -$1.62M -2,226 Closed
Walleye Trading
200
Walleye Trading
New York
– -$1.38M -1,897 Closed
5 6 7
8
9