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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.

New
Increased
Maintained
Reduced
Closed

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: 203200 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
4.98%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
23
Increased
66
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$625M -$9.36M -10,450 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M +$12.3M +13,717 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$175M -$38.1M -42,580 -18%
BlackRock
4
BlackRock
New York
$165M +$166M +185,513 +9,313%
LCOV
5
London Company of Virginia
Virginia
$163M -$8.46M -9,443 -5%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$150M +$10.7M +11,934 +8%
Principal Financial Group
7
Principal Financial Group
Iowa
$134M -$549K -613 -0.4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$122M +$589K +657 +0.5%
Boston Partners
9
Boston Partners
Massachusetts
$113M +$2.67M +2,979 +2%
RRAM
10
River Road Asset Management
Kentucky
$77.3M -$5.49M -6,130 -7%
Jennison Associates
11
Jennison Associates
New York
$67.2M -$20.3M -22,668 -23%
WCM
12
Wallace Capital Management
Texas
$63.8M +$639K +713 +1%
ACM
13
Atlanta Capital Management
Georgia
$61.8M +$11.8M +13,152 +23%
TAM
14
Third Avenue Management
New York
$56.7M +$264K +295 +0.5%
State Street
15
State Street
Massachusetts
$53.1M +$441K +492 +0.8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$51.8M +$2.77M +3,097 +6%
Bank of America
17
Bank of America
North Carolina
$47M +$335K +374 +0.7%
FMI
18
Fiduciary Management Inc
Wisconsin
$44.5M +$45.3M +50,613 New
FAM
19
Fenimore Asset Management
New York
$38.5M -$10.7M -11,913 -21%
JP Morgan Chase
20
JP Morgan Chase
New York
$34.4M +$27.1M +30,256 +344%
CC
21
Cannell & Co
New York
$32.9M -$218K -243 -0.6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$32.7M +$2.8M +3,122 +9%
Wells Fargo
23
Wells Fargo
California
$32.3M -$6.36M -7,101 -16%
RP
24
Reinhart Partners
Wisconsin
$31.8M -$1.24M -1,383 -4%
Northern Trust
25
Northern Trust
Illinois
$30.9M +$3.62M +4,036 +13%

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.