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White Mountains Insurance

232 hedge funds and large institutions have $2.62B invested in White Mountains Insurance in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 214232 (+18)

2.1% more ownership

Funds ownership: 83.14%85.24% (+2.1%)

5% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $2.65B → $2.62B (-$32.1M)

Holders
232
Holders Change
+18
Holders Change %
+8.41%
% of All Funds
5.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
33
Increased
77
Reduced
73
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$251M +$14.3M +17,290 +6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$231M +$3.48M +4,219 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$153M +$7.58M +9,188 +5%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$148M +$6.65M +8,054 +5%
Boston Partners
5
Boston Partners
Massachusetts
$130M -$2.58M -3,128 -2%
BlackRock
6
BlackRock
New York
$125M -$1.91M -2,310 -2%
FMI
7
Fiduciary Management Inc
Wisconsin
$97M +$2.9M +3,517 +3%
LCOV
8
London Company of Virginia
Virginia
$80.1M -$16.7M -20,273 -17%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$74.5M +$19.8M +23,995 +36%
RRAM
10
River Road Asset Management
Kentucky
$72.5M +$1.72M +2,081 +2%
WCM
11
Wallace Capital Management
Texas
$68.9M +$5.06M +6,127 +8%
ACM
12
Atlanta Capital Management
Georgia
$67.5M +$6.93M +8,391 +11%
State Street
13
State Street
Massachusetts
$55.3M -$5.57M -6,744 -9%
Northern Trust
14
Northern Trust
Illinois
$52.6M +$27.2M +32,917 +106%
Principal Financial Group
15
Principal Financial Group
Iowa
$49.6M -$76.3M -92,446 -61%
Wells Fargo
16
Wells Fargo
California
$43.3M -$937K -1,135 -2%
Capital World Investors
17
Capital World Investors
California
$42.6M +$2.06M +2,500 +5%
TSW
18
Thompson Siegel & Walmsley
Virginia
$39.6M +$4.69M +5,686 +13%
Goldman Sachs
19
Goldman Sachs
New York
$35.7M +$20.5M +24,840 +134%
RP
20
Reinhart Partners
Wisconsin
$33.5M +$457K +554 +1%
BAM
21
Burgundy Asset Management
Ontario, Canada
$32.6M +$6.06M +7,344 +23%
Bank of America
22
Bank of America
North Carolina
$32.5M -$5.34M -6,468 -14%
CC
23
Cannell & Co
New York
$31.3M +$397K +481 +1%
TAM
24
Third Avenue Management
New York
$28.1M +$286K +347 +1%
IAM
25
Impax Asset Management
New Hampshire
$27.8M -$660K -800 -2%

WTM Hedge Fund Activity: Q1 2018 in Review

232 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2018, worth a combined $2.62B — down 1.2% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WTM positions and 14 closed out — a net gain of 19 holders — while 77 added to existing stakes and 73 trimmed.

The largest buyer was Northern Trust, adding an estimated $27.2M. The largest seller was Principal Financial Group, cutting an estimated $76.3M.

  • 232 institutional investors held White Mountains Insurance (WTM) as of Q1 2018, up from 214 in Q4 2017.
  • Funds reported $2.62B of White Mountains Insurance stock for Q1 2018, down 1.2% quarter-over-quarter.
  • 33 funds opened new White Mountains Insurance positions in Q1 2018 and 14 closed out, a net change of +19 holders.
  • The largest White Mountains Insurance buyer in Q1 2018 was Northern Trust, an estimated $27.2M added.
  • The largest White Mountains Insurance seller in Q1 2018 was Principal Financial Group, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2018.