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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.

New
Increased
Maintained
Reduced
Closed

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: 186186 (0)

0% more funds holding in top 10

Funds holding in top 10: 88 (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)

Holders
186
Holders Change
Holders Change %
0%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
22
Increased
64
Reduced
62
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$862M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$194M -$934K -1,600 -0.5%
LCOV
3
London Company of Virginia
Virginia
$191M -$1.01M -1,727 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$146M +$4.47M +7,654 +3%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$141M +$21.9M +37,480 +19%
Jennison Associates
6
Jennison Associates
New York
$123M +$2.01M +3,452 +2%
TAM
7
Third Avenue Management
New York
$115M -$48.6M -83,244 -30%
Principal Financial Group
8
Principal Financial Group
Iowa
$101M -$501K -858 -0.5%
BIT
9
BlackRock Institutional Trust
California
$89.3M +$1.92M +3,297 +2%
Boston Partners
10
Boston Partners
Massachusetts
$86.4M -$3.08M -5,273 -4%
RRAM
11
River Road Asset Management
Kentucky
$80.2M -$2.09M -3,579 -3%
AR
12
Advisory Research
Illinois
$79.5M -$11M -18,768 -12%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$56.9M +$44.7M +76,525 +418%
FAM
14
Fenimore Asset Management
New York
$52.1M +$565K +968 +1%
State Street
15
State Street
Massachusetts
$45.5M -$3.6M -6,175 -8%
WCM
16
Wallace Capital Management
Texas
$40.2M +$6.42M +10,997 +20%
Norges Bank
17
Norges Bank
Norway
$31.7M
HIM
18
Hermes Investment Management
United Kingdom
$30.7M -$1.02M -1,755 -3%
PP
19
Prospector Partners
Connecticut
$30M
RP
20
Reinhart Partners
Wisconsin
$28.6M +$4.74M +8,125 +21%
BFA
21
BlackRock Fund Advisors
California
$28.5M +$669K +1,146 +2%
GCM
22
GoodHaven Capital Management
New Jersey
$25.8M +$3.5M +5,995 +16%
MAA
23
Managed Account Advisors
New Jersey
$25M +$1.01M +1,728 +4%
CC
24
Cannell & Co
New York
$23.9M +$23.2M +39,842 New
CSC
25
Cove Street Capital
California
$23.7M +$905K +1,550 +4%

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.