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White Mountains Insurance

169 hedge funds and large institutions have $3.21B invested in White Mountains Insurance in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more capital invested

Capital invested by funds: $3.2B → $3.21B (+$10.4M)

2.21% less ownership

Funds ownership: 85.07%82.86% (-2.2%)

8% less funds holding

Funds holding: 183169 (-14)

17% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 70

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
169
Holders Change
-14
Holders Change %
-7.65%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
6
Increased
58
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$900M -$6.12M -9,814 -0.7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$207M +$5.94M +9,514 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$167M +$10.2M +16,300 +7%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$162M +$504K +808 +0.3%
LCOV
5
London Company of Virginia
Virginia
$139M -$40.9M -65,510 -23%
Jennison Associates
6
Jennison Associates
New York
$136M +$6.61M +10,593 +5%
TAM
7
Third Avenue Management
New York
$115M -$6.01M -9,633 -5%
Principal Financial Group
8
Principal Financial Group
Iowa
$107M +$450K +721 +0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$104M -$1.05M -1,685 -1%
BIT
10
BlackRock Institutional Trust
California
$85.7M +$224K +359 +0.3%
Boston Partners
11
Boston Partners
Massachusetts
$84.2M -$2.04M -3,276 -2%
AR
12
Advisory Research
Illinois
$81.2M -$1.71M -2,733 -2%
RRAM
13
River Road Asset Management
Kentucky
$67.8M -$14.7M -23,573 -18%
FAM
14
Fenimore Asset Management
New York
$54.9M -$130K -208 -0.2%
WCM
15
Wallace Capital Management
Texas
$50.2M +$2.55M +4,088 +5%
State Street
16
State Street
Massachusetts
$46.7M -$431K -691 -0.9%
RP
17
Reinhart Partners
Wisconsin
$34M +$1.5M +2,396 +5%
PP
18
Prospector Partners
Connecticut
$31.5M
BFA
19
BlackRock Fund Advisors
California
$30.7M +$437K +700 +1%
MAA
20
Managed Account Advisors
New Jersey
$27.7M +$1.05M +1,675 +4%
HIM
21
Hermes Investment Management
United Kingdom
$27.1M +$380K +609 +1%
GCM
22
GoodHaven Capital Management
New Jersey
$27M -$18.7K -30 -0.1%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$25.9M +$3.55M +5,688 +16%
CSC
24
Cove Street Capital
California
$25.7M -$813K -1,303 -3%
Norges Bank
25
Norges Bank
Norway
$25.5M -$37.7M -60,419 -60%

WTM Hedge Fund Activity: Q3 2014 in Review

169 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2014, worth a combined $3.21B — up 0.33% from $3.2B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WTM and 6 opened new positions — a net loss of 12 holders — while 70 trimmed existing stakes and 58 added.

The largest buyer was Vanguard Group, adding an estimated $10.2M. The largest seller was London Company of Virginia, cutting an estimated $40.9M.

  • 169 institutional investors held White Mountains Insurance (WTM) as of Q3 2014, down from 183 in Q2 2014.
  • Funds reported $3.21B of White Mountains Insurance stock for Q3 2014, up 0.33% quarter-over-quarter.
  • 6 funds opened new White Mountains Insurance positions in Q3 2014 and 18 closed out, a net change of -12 holders.
  • The largest White Mountains Insurance buyer in Q3 2014 was Vanguard Group, an estimated $10.2M added.
  • The largest White Mountains Insurance seller in Q3 2014 was London Company of Virginia, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2014.