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White Mountains Insurance

259 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.09B → $3.31B (+$228M)

6% more funds holding

Funds holding: 244259 (+15)

0.5% less ownership

Funds ownership: 89.75%89.25% (-0.5%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 104

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
30
Increased
62
Reduced
104
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
SVB Wealth
Massachusetts
$307K +$287K +247 New
PAS
177
Park Avenue Securities
New York
$303K +$282K +243 New
CC
178
Centiva Capital
New York
$295K +$275K +237 New
HKAM
179
Horizon Kinetics Asset Management
New York
$293K -$465K -400 -63%
COI
180
Connable Office Inc
Michigan
$289K
AIM
181
Athena Investment Management
California
$283K +$264K +227 New
HVP
182
Hudson Value Partners
Florida
$280K
ProShare Advisors
183
ProShare Advisors
Maryland
$263K -$49.9K -43 -17%
OWA
184
One Wealth Advisors
California
$258K
YIH
185
Y-Intercept (HK)
Hong Kong
$253K +$236K +203 New
EWM
186
Evercore Wealth Management
New York
$249K
NRS
187
Neville Rodie & Shaw
New York
$249K
FNFDCM
188
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$248K
GT
189
Glenview Trust
Kentucky
$240K
IMOV
190
Investment Management of Virginia
Virginia
$226K
Prudential Financial
191
Prudential Financial
New Jersey
$224K -$16.3K -14 -7%
AG
192
Algert Global
California
$218K +$203K +175 New
Verition Fund Management
193
Verition Fund Management
Connecticut
$218K +$203K +175 New
BAM
194
Blueshift Asset Management
New Jersey
$213K -$276K -238 -58%
PAMS
195
Pictet Asset Management (Switzerland)
Switzerland
$212K -$23.2K -20 -11%
Macquarie Group
196
Macquarie Group
Australia
$207K -$25.6K -22 -12%
US Bancorp
197
US Bancorp
Minnesota
$200K +$32.5K +28 +21%
First Manhattan
198
First Manhattan
New York
$194K
LC
199
Lindbrook Capital
California
$156K +$125K +108 +635%
Deutsche Bank
200
Deutsche Bank
Germany
$142K -$239K -206 -64%

WTM Hedge Fund Activity: Q2 2022 in Review

259 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2022, worth a combined $3.31B — up 7.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WTM positions and 12 closed out — a net gain of 18 holders — while 62 added to existing stakes and 104 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 259 institutional investors held White Mountains Insurance (WTM) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2022 and 12 closed out, a net change of +18 holders.
  • The largest White Mountains Insurance buyer in Q2 2022 was Reinhart Partners, an estimated $34.2M added.
  • The largest White Mountains Insurance seller in Q2 2022 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.