White Mountains Insurance
186 hedge funds and large institutions have $3.1B invested in White Mountains Insurance in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 21 closing their positions.
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
3% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 62
0% more funds holding
Funds holding: 186 → 186 (0)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.18% less ownership
Funds ownership: 83.72% → 83.54% (-0.18%)
1% less capital invested
Capital invested by funds: $3.12B → $3.1B (-$22.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$44.7M |
| 2 |
CC
Cannell & Co
New York
|
+$23.2M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$21.9M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$15.8M |
| 5 |
WCM
Wallace Capital Management
Dallas,
Texas
|
+$6.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
-$48.6M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$31.2M |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$15.8M |
| 4 |
KFC
Klingenstein Fields & Co
New York
|
-$13.1M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
201
Virtu KCG Holdings
New York
| – | -$252K | -418 | Closed |
|
|
WAM
202
World Asset Management
Detroit,
Michigan
| – | -$203K | -336 | Closed |
|
203
SG Americas Securities
New York
| – | -$128K | -213 | Closed |
|
|
OMCS
204
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$121K | -200 | Closed |
|
205
Walleye Trading
New York
| – | -$14K | -23 | Closed |
|
|
ASN
206
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -7 | Closed |
|
|
BPBT
207
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$2K | -4 | Closed |
|
WTM Hedge Fund Activity: Q1 2014 in Review
186 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2014, worth a combined $3.1B — down 0.73% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WTM positions and 21 closed out — a net gain of 1 holder — while 64 added to existing stakes and 62 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $44.7M. The largest seller was Third Avenue Management, cutting an estimated $48.6M.
- 186 institutional investors held White Mountains Insurance (WTM) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $3.1B of White Mountains Insurance stock for Q1 2014, down 0.73% quarter-over-quarter.
- 22 funds opened new White Mountains Insurance positions in Q1 2014 and 21 closed out, a net change of +1 holder.
- The largest White Mountains Insurance buyer in Q1 2014 was Wellington Management Group, an estimated $44.7M added.
- The largest White Mountains Insurance seller in Q1 2014 was Third Avenue Management, an estimated $48.6M sold.
Based on aggregated 13F filings for Q1 2014.