White Mountains Insurance
200 hedge funds and large institutions have $3.36B invested in White Mountains Insurance in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 19 closing their positions.
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
7% more capital invested
Capital invested by funds: $3.15B → $3.36B (+$217M)
1.6% more ownership
Funds ownership: 82.37% → 83.97% (+1.6%)
8% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 72
1% less funds holding
Funds holding: 203 → 200 (-3)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$166M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$45.3M |
| 3 |
JP Morgan Chase
New York
|
+$27.1M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$15.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.1M |
| 2 |
Jennison Associates
New York
|
-$20.3M |
| 3 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$10.7M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$9.36M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$8.46M |
WTM Hedge Fund Activity: Q1 2017 in Review
200 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2017, worth a combined $3.36B — up 6.9% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new WTM positions and 19 closed out — a net gain of 4 holders — while 66 added to existing stakes and 72 trimmed.
The largest buyer was BlackRock, adding an estimated $166M. The largest seller was T. Rowe Price Associates, cutting an estimated $38.1M.
- 200 institutional investors held White Mountains Insurance (WTM) as of Q1 2017, down from 203 in Q4 2016.
- Funds reported $3.36B of White Mountains Insurance stock for Q1 2017, up 6.9% quarter-over-quarter.
- 23 funds opened new White Mountains Insurance positions in Q1 2017 and 19 closed out, a net change of +4 holders.
- The largest White Mountains Insurance buyer in Q1 2017 was BlackRock, an estimated $166M added.
- The largest White Mountains Insurance seller in Q1 2017 was T. Rowe Price Associates, an estimated $38.1M sold.
Based on aggregated 13F filings for Q1 2017.