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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
201
Shine Investment Advisory Services
Colorado
$88K
CSC
202
Cove Street Capital
California
$85K
S
203
SignatureFD
Georgia
$83K -$13.5K -14 -15%
Russell Investments Group
204
Russell Investments Group
United Kingdom
$81K -$658K -684 -90%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$76.6K
SPIA
206
Steward Partners Investment Advisory
New York
$76K +$72.1K +75 New
EIM
207
Essex Investment Management
Massachusetts
$72K
PHK
208
Point72 Hong Kong
Hong Kong
$59K +$55.8K +58 New
AAP
209
Arax Advisory Partners
Colorado
$55K +$51.9K +54 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$52K +$4.81K +5 +11%
AIG
211
American International Group
New York
$51K -$2.89K -3 -6%
ASN
212
Advisory Services Network
Georgia
$48K +$37.5K +39 +488%
PA
213
Parallel Advisors
California
$46K -$31.7K -33 -42%
MAM
214
Meeder Asset Management
Ohio
$44K +$41.4K +43 New
VNA
215
Valley National Advisers
Pennsylvania
$41K
BFEC
216
Benjamin F. Edwards & Company
Missouri
$38K +$35.6K +37 New
CFG
217
Citizens Financial Group
Rhode Island
$34K +$31.7K +33 New
FHA
218
First Horizon Advisors
Tennessee
$33K
PCG
219
Private Capital Group
Connecticut
$32K -$1.92K -2 -5%
ESB
220
Essex Savings Bank
Connecticut
$31K +$27.9K +29 +2,900%
LC
221
Lindbrook Capital
California
$30K
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$26K -$98.1K -102 -80%
CA
223
Centerpoint Advisors
Massachusetts
$26K
EWM
224
Executive Wealth Management
Michigan
$21K
SFSIG
225
San Francisco Sentry Investment Group
California
$20K

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.