White Mountains Insurance
196 hedge funds and large institutions have $3.51B invested in White Mountains Insurance in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 14 closing their positions.
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
5% more funds holding
Funds holding: 186 → 196 (+10)
2.46% more ownership
Funds ownership: 82.54% → 85% (+2.5%)
4% less capital invested
Capital invested by funds: $3.68B → $3.51B (-$164M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
33% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 75
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WF
201
Welch & Forbes
Boston,
Massachusetts
| – | -$620K | -829 | Closed |
|
|
COI
202
Connable Office Inc
Kalamazoo,
Michigan
| – | -$392K | -524 | Closed |
|
|
CCIA
203
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$299K | -400 | Closed |
|
|
JHC
204
JFB Holdings Corp
Atlanta,
Georgia
| – | -$276K | -369 | Closed |
|
205
William Blair & Company
Chicago,
Illinois
| – | -$252K | -337 | Closed |
|
|
AAM
206
Aston Asset Management
Chicago,
Illinois
| – | -$217K | -290 | Closed |
|
|
AT
207
Argent Trust
San Antonio,
Texas
| – | -$200K | -268 | Closed |
|
|
HIM
208
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$187K | -250 | Closed |
|
|
SIM
209
Sonora Investment Management
Tucson,
Arizona
| – | -$3K | -4 | Closed |
|
|
WA
210
WFG Advisors
Dallas,
Texas
| – | -$1K | -2 | Closed |
|
WTM Hedge Fund Activity: Q4 2015 in Review
196 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2015, worth a combined $3.51B — down 4.5% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WTM positions and 14 closed out — a net gain of 10 holders — while 50 added to existing stakes and 75 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $15M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $17.7M.
- 196 institutional investors held White Mountains Insurance (WTM) as of Q4 2015, up from 186 in Q3 2015.
- Funds reported $3.51B of White Mountains Insurance stock for Q4 2015, down 4.5% quarter-over-quarter.
- 24 funds opened new White Mountains Insurance positions in Q4 2015 and 14 closed out, a net change of +10 holders.
- The largest White Mountains Insurance buyer in Q4 2015 was Fuller & Thaler Asset Management, an estimated $15M added.
- The largest White Mountains Insurance seller in Q4 2015 was Hotchkis & Wiley Capital Management, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2015.