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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
176
Smithfield Trust
Pennsylvania
$231K
OC
177
Oppenheimer & Co
New York
$230K
RFC
178
Regions Financial Corp
Alabama
$215K -$14.4K -15 -7%
Squarepoint
179
Squarepoint
New York
$210K -$1.2M -1,244 -86%
EMG
180
ETF Managers Group
New Jersey
$210K +$31.7K +33 +19%
MC
181
Machina Capital
France
$210K +$198K +206 New
Cerity Partners
182
Cerity Partners
New York
$204K -$20.2K -21 -10%
EWM
183
Empirical Wealth Management
Washington
$204K +$192K +200 New
NRS
184
Neville Rodie & Shaw
New York
$204K +$192K +200 New
SNBOSCI
185
Security National Bank of Sioux City Iowa
Iowa
$204K +$192K +200 New
SL
186
Signition LP
New York
$204K +$192K +200 New
FNFDCM
187
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$203K +$191K +199 New
QT
188
Quantamental Technologies
New York
$203K +$191K +199 New
MI
189
Markston International
New York
$194K
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$159K
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$145K -$110K -114 -45%
JP Morgan Chase
192
JP Morgan Chase
New York
$116K -$10.4M -10,850 -99%
CTC
193
Central Trust Company
Missouri
$115K
AS
194
Altshuler Shaham
Israel
$109K +$43.3K +45 +73%
NIPH
195
NN Investment Partners Holdings
Netherlands
$109K +$103K +107 New
BWP
196
Baldwin Wealth Partners
Massachusetts
$102K
ClearBridge Investments
197
ClearBridge Investments
New York
$102K
LPWM
198
Lake Point Wealth Management
Texas
$102K
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$100K
VFA
200
Valeo Financial Advisors
Indiana
$95K

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.