White Mountains Insurance
180 hedge funds and large institutions have $2.79B invested in White Mountains Insurance in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 14 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
22% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 60
2.05% more ownership
Funds ownership: 77.58% → 79.64% (+2.1%)
1% more capital invested
Capital invested by funds: $2.75B → $2.79B (+$36.8M)
2% less funds holding
Funds holding: 183 → 180 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$10.5M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$8.81M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$4.17M |
| 4 |
GCM
GoodHaven Capital Management
Millburn,
New Jersey
|
+$3.7M |
| 5 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFC
Klingenstein Fields & Co
New York
|
-$12.2M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$3.89M |
| 3 |
JP Morgan Chase
New York
|
-$2.85M |
| 4 |
Two Sigma Investments
New York
|
-$2.7M |
| 5 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$2.28M |
WTM Hedge Fund Activity: Q3 2013 in Review
180 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2013, worth a combined $2.79B — up 1.3% from $2.75B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of WTM and 11 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 73 added.
The largest buyer was Reinhart Partners, adding an estimated $10.5M. The largest seller was Klingenstein Fields & Co, cutting an estimated $12.2M.
- 180 institutional investors held White Mountains Insurance (WTM) as of Q3 2013, down from 183 in Q2 2013.
- Funds reported $2.79B of White Mountains Insurance stock for Q3 2013, up 1.3% quarter-over-quarter.
- 11 funds opened new White Mountains Insurance positions in Q3 2013 and 14 closed out, a net change of -3 holders.
- The largest White Mountains Insurance buyer in Q3 2013 was Reinhart Partners, an estimated $10.5M added.
- The largest White Mountains Insurance seller in Q3 2013 was Klingenstein Fields & Co, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2013.