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White Mountains Insurance

174 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 84.18%84.46% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less capital invested

Capital invested by funds: $3.45B → $3.31B (-$136M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 178174 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
15
Increased
57
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$920M -$13.3M -20,096 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$231M +$12.9M +19,440 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$190M +$6.82M +10,285 +4%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$163M -$133K -200 -0.1%
LCOV
5
London Company of Virginia
Virginia
$147M -$1.5M -2,263 -1%
Jennison Associates
6
Jennison Associates
New York
$124M +$1.1M +1,656 +0.9%
Principal Financial Group
7
Principal Financial Group
Iowa
$106M -$1.7M -2,563 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$104M -$4.86M -7,329 -4%
Boston Partners
9
Boston Partners
Massachusetts
$93.5M +$1.02M +1,538 +1%
BIT
10
BlackRock Institutional Trust
California
$91.2M -$2.33M -3,510 -2%
TAM
11
Third Avenue Management
New York
$85.7M -$12.7M -19,103 -13%
AR
12
Advisory Research
Illinois
$69.8M -$3.76M -5,663 -5%
RRAM
13
River Road Asset Management
Kentucky
$61.2M -$5.4M -8,134 -8%
WCM
14
Wallace Capital Management
Texas
$57.6M +$2.74M +4,130 +5%
FAM
15
Fenimore Asset Management
New York
$53.5M -$2.33M -3,520 -4%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$51M +$9.79M +14,760 +23%
State Street
17
State Street
Massachusetts
$42.9M -$4.23M -6,378 -9%
BFA
18
BlackRock Fund Advisors
California
$33.4M -$1.05M -1,590 -3%
MAA
19
Managed Account Advisors
New Jersey
$32.9M +$1.77M +2,661 +6%
PP
20
Prospector Partners
Connecticut
$32.7M
RP
21
Reinhart Partners
Wisconsin
$31.4M -$645K -972 -2%
CC
22
Cannell & Co
New York
$25.5M -$255K -385 -1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$23M +$803K +1,211 +4%
Northern Trust
24
Northern Trust
Illinois
$22.2M +$5.12M +7,720 +30%
Renaissance Technologies
25
Renaissance Technologies
New York
$22.1M +$1.66M +2,500 +8%

WTM Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2015, worth a combined $3.31B — down 4% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WTM and 15 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $12.9M. The largest seller was Franklin Resources, cutting an estimated $13.3M.

  • 174 institutional investors held White Mountains Insurance (WTM) as of Q2 2015, down from 178 in Q1 2015.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2015, down 4% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest White Mountains Insurance buyer in Q2 2015 was T. Rowe Price Associates, an estimated $12.9M added.
  • The largest White Mountains Insurance seller in Q2 2015 was Franklin Resources, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2015.