White Mountains Insurance
205 hedge funds and large institutions have $3.33B invested in White Mountains Insurance in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 81 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
3% more funds holding
Funds holding: 200 → 205 (+5)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.11% less ownership
Funds ownership: 83.97% → 83.86% (-0.11%)
1% less capital invested
Capital invested by funds: $3.36B → $3.33B (-$35.5M)
31% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$29.2M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$18.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.1M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$10.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
-$27.2M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$24.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.8M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$9.95M |
WTM Hedge Fund Activity: Q2 2017 in Review
205 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2017, worth a combined $3.33B — down 1.1% from $3.36B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new WTM positions and 14 closed out — a net gain of 7 holders — while 56 added to existing stakes and 81 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $29.2M. The largest seller was Third Avenue Management, cutting an estimated $27.2M.
- 205 institutional investors held White Mountains Insurance (WTM) as of Q2 2017, up from 200 in Q1 2017.
- Funds reported $3.33B of White Mountains Insurance stock for Q2 2017, down 1.1% quarter-over-quarter.
- 21 funds opened new White Mountains Insurance positions in Q2 2017 and 14 closed out, a net change of +7 holders.
- The largest White Mountains Insurance buyer in Q2 2017 was T. Rowe Price Associates, an estimated $29.2M added.
- The largest White Mountains Insurance seller in Q2 2017 was Third Avenue Management, an estimated $27.2M sold.
Based on aggregated 13F filings for Q2 2017.