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White Mountains Insurance

227 hedge funds and large institutions have $2.56B invested in White Mountains Insurance in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.48% more ownership

Funds ownership: 85.24%88.72% (+3.5%)

2% less capital invested

Capital invested by funds: $2.62B → $2.56B (-$64.1M)

2% less funds holding

Funds holding: 232227 (-5)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

43% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 99

Holders
227
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
5.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
30
Increased
56
Reduced
99
Closed
34
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M -$29.9M -33,930 -11%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$200M +$29.6M +33,653 +18%
Boston Partners
3
Boston Partners
Massachusetts
$145M +$1.73M +1,959 +1%
BlackRock
4
BlackRock
New York
$120M -$16.6M -18,821 -12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$103M +$20.2M +22,927 +25%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$101M -$60.8M -69,056 -38%
FMI
7
Fiduciary Management Inc
Wisconsin
$99.6M -$7.07M -8,022 -7%
Victory Capital Management
8
Victory Capital Management
Texas
$94.6M +$78.8M +89,512 +605%
LCOV
9
London Company of Virginia
Virginia
$84.8M -$3.41M -3,868 -4%
Goldman Sachs
10
Goldman Sachs
New York
$81.3M +$40.8M +46,300 +107%
RRAM
11
River Road Asset Management
Kentucky
$77.9M -$1.98M -2,249 -3%
WCM
12
Wallace Capital Management
Texas
$76.1M +$158K +179 +0.2%
ACM
13
Atlanta Capital Management
Georgia
$70.9M -$3.44M -3,905 -5%
Northern Trust
14
Northern Trust
Illinois
$56.5M -$1.49M -1,691 -3%
State Street
15
State Street
Massachusetts
$54.3M -$6.42M -7,290 -11%
Capital World Investors
16
Capital World Investors
California
$47M
RP
17
Reinhart Partners
Wisconsin
$37.6M +$644K +731 +2%
CC
18
Cannell & Co
New York
$34.4M -$70.5K -80 -0.2%
BAM
19
Burgundy Asset Management
Ontario, Canada
$34.3M -$1.6M -1,813 -5%
NI
20
Nuance Investments
Missouri
$34.2M +$15.1M +17,099 +83%
TSW
21
Thompson Siegel & Walmsley
Virginia
$33.4M -$9.98M -11,332 -24%
Wells Fargo
22
Wells Fargo
California
$30.4M -$16.8M -19,036 -36%
Norges Bank
23
Norges Bank
Norway
$26.4M -$1.04M -1,180 -4%
TAM
24
Third Avenue Management
New York
$26.1M -$4.8M -5,450 -16%
SI
25
Scout Investments
Missouri
$26M +$7.17M +8,142 +40%

WTM Hedge Fund Activity: Q2 2018 in Review

227 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2018, worth a combined $2.56B — down 2.4% from $2.62B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WTM and 30 opened new positions — a net loss of 4 holders — while 99 trimmed existing stakes and 56 added.

The largest buyer was Victory Capital Management, adding an estimated $78.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $239M.

  • 227 institutional investors held White Mountains Insurance (WTM) as of Q2 2018, down from 232 in Q1 2018.
  • Funds reported $2.56B of White Mountains Insurance stock for Q2 2018, down 2.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2018 and 34 closed out, a net change of -4 holders.
  • The largest White Mountains Insurance buyer in Q2 2018 was Victory Capital Management, an estimated $78.8M added.
  • The largest White Mountains Insurance seller in Q2 2018 was T. Rowe Price Associates, an estimated $239M sold.

Based on aggregated 13F filings for Q2 2018.