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White Mountains Insurance

191 hedge funds and large institutions have $3.11B invested in White Mountains Insurance in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 200191 (-9)

5.73% less ownership

Funds ownership: 82.1%76.37% (-5.7%)

11% less capital invested

Capital invested by funds: $3.5B → $3.11B (-$387M)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
191
Holders Change
-9
Holders Change %
-4.5%
% of All Funds
5.1%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
13
Increased
59
Reduced
71
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$605M -$251M -305,007 -30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$247M +$9.13M +11,083 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$219M -$33M -40,028 -13%
LCOV
4
London Company of Virginia
Virginia
$168M -$614K -745 -0.4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$133M -$881K -1,069 -0.7%
Principal Financial Group
6
Principal Financial Group
Iowa
$127M +$1.07M +1,293 +0.9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$124M +$6.91M +8,385 +6%
BIT
8
BlackRock Institutional Trust
California
$109M -$3.59M -4,355 -3%
Boston Partners
9
Boston Partners
Massachusetts
$104M -$1.55M -1,883 -1%
Jennison Associates
10
Jennison Associates
New York
$96.6M -$14.3M -17,367 -13%
WCM
11
Wallace Capital Management
Texas
$59.4M -$16.6M -20,160 -22%
RRAM
12
River Road Asset Management
Kentucky
$55.1M -$1.2M -1,457 -2%
TAM
13
Third Avenue Management
New York
$54.9M -$1.89M -2,289 -3%
State Street
14
State Street
Massachusetts
$54.5M +$4.71M +5,713 +10%
FAM
15
Fenimore Asset Management
New York
$53.3M -$4.35M -5,282 -8%
Bank of America
16
Bank of America
North Carolina
$42.8M -$1.04M -1,257 -2%
ACM
17
Atlanta Capital Management
Georgia
$41.9M +$4.68M +5,680 +13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$41.6M +$3.51M +4,264 +9%
BFA
19
BlackRock Fund Advisors
California
$40.4M +$1.99M +2,411 +5%
RP
20
Reinhart Partners
Wisconsin
$32.3M -$1.82M -2,214 -5%
CC
21
Cannell & Co
New York
$31.4M -$97.2K -118 -0.3%
TSW
22
Thompson Siegel & Walmsley
Virginia
$30.7M +$4.69M +5,694 +18%
Wells Fargo
23
Wells Fargo
California
$28.6M +$1.58M +1,915 +6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$28.5M +$1.09M +1,326 +4%
SI
25
Scout Investments
Missouri
$27M -$4.49M -5,452 -14%

WTM Hedge Fund Activity: Q3 2016 in Review

191 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2016, worth a combined $3.11B — down 11% from $3.5B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of WTM and 13 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 59 added.

The largest buyer was Vanguard Group, adding an estimated $9.13M. The largest seller was Franklin Resources, cutting an estimated $251M.

  • 191 institutional investors held White Mountains Insurance (WTM) as of Q3 2016, down from 200 in Q2 2016.
  • Funds reported $3.11B of White Mountains Insurance stock for Q3 2016, down 11% quarter-over-quarter.
  • 13 funds opened new White Mountains Insurance positions in Q3 2016 and 21 closed out, a net change of -8 holders.
  • The largest White Mountains Insurance buyer in Q3 2016 was Vanguard Group, an estimated $9.13M added.
  • The largest White Mountains Insurance seller in Q3 2016 was Franklin Resources, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2016.