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White Mountains Insurance
WTM

Overview Fund Activity

214 hedge funds and large institutions have $2.65B invested in White Mountains Insurance in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+21
Holders Change %
+10.88%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
38
Increased
60
Reduced
79
Closed
17
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.15M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$42M
2
Boston Partners
Boston Partners
Massachusetts
$137M
3
FMI
Fiduciary Management Inc
Wisconsin
$97.4M
4
BAM
Burgundy Asset Management
Ontario, Canada
$27.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$151M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$221K
2
Jennison Associates
Jennison Associates
New York
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$10.4M
4
EC
EJF Capital
Virginia
$0
5
Bank of America
Bank of America
North Carolina
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
176
Baldwin Wealth Partners
Massachusetts
$85K – – –
ClearBridge Investments
177
ClearBridge Investments
New York
$85K – – –
FP
178
Factorial Partners
New York
$80.9K +$80.9K +95 New
ASN
179
Advisory Services Network
Georgia
$77K +$55K +65 +250%
IA
180
IFP Advisors
Florida
$67K -$848 -1 -1%
SIAS
181
Shine Investment Advisory Services
Colorado
$65K – – –
AIG
182
American International Group
New York
$63K +$63K +74 New
AAP
183
Arax Advisory Partners
Colorado
$61K +$1.69K +2 +3%
EMG
184
ETF Managers Group
New Jersey
$59K +$8.43K +10 +17%
SWM
185
SeaCrest Wealth Management
New York
$46K +$46K +54 New
VNA
186
Valley National Advisers
Pennsylvania
$34K – – –
KBC Group
187
KBC Group
Belgium
$33K -$17.8K -21 -35%
PCP
188
Proficio Capital Partners
Massachusetts
$27K – – –
PFBT
189
Parkside Financial Bank & Trust
Missouri
$24K +$24K +28 New
CA
190
Centerpoint Advisors
Massachusetts
$21K +$21K +25 New
GFP
191
Gryphon Financial Partners
Ohio
$20K +$20K +23 New
CCM
192
Covington Capital Management
California
$20K +$20K +24 New
VCM
193
Versant Capital Management
Arizona
$19K – – –
AS
194
Altshuler Shaham
Israel
$19K +$19K +22 New
TWA
195
TCI Wealth Advisors
Arizona
$16K – – –
PA
196
Parallel Advisors
California
$12K – – –
VFA
197
Valeo Financial Advisors
Indiana
$12K +$4.29K +5 +56%
TG
198
TLP Group
Illinois
$9K -$255K -312 -97%
ZB
199
Zions Bancorporation
Utah
$9K – – –
FPFS
200
First Personal Financial Services
North Carolina
$9K +$9K +11 New
6 7
8
9 10