White Mountains Insurance
WTM
228 hedge funds and large institutions have $2.57B invested in White Mountains Insurance in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 45 closing their positions.
2.54% more ownership
Funds ownership: 85.99% → 88.53% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
10% less funds holding
Funds holding: 253 → 228 (-25)
16% less capital invested
Capital invested by funds: $3.06B → $2.57B (-$487M)
18% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 83
44% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$92.5M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$31.1M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$17M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$15.2M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$36.8M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$32.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.84M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$7.71M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$6.23M |
WTM Hedge Fund Activity: Q1 2020 in Review
228 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2020, worth a combined $2.57B — down 16% from $3.06B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of WTM and 25 opened new positions — a net loss of 20 holders — while 83 trimmed existing stakes and 68 added.
The largest buyer was Victory Capital Management, adding an estimated $92.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $36.8M sold.
- 228 institutional investors held White Mountains Insurance (WTM) as of Q1 2020, down from 253 in Q4 2019.
- Funds reported $2.57B of White Mountains Insurance stock for Q1 2020, down 16% quarter-over-quarter.
- 25 funds opened new White Mountains Insurance positions in Q1 2020 and 45 closed out, a net change of -20 holders.
- The largest White Mountains Insurance buyer in Q1 2020 was Victory Capital Management, an estimated $92.5M added.
- The largest White Mountains Insurance seller in Q1 2020 was Capital World Investors, an estimated $36.8M sold.
Based on aggregated 13F filings for Q1 2020.