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White Mountains Insurance

249 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$265M)

2% more funds holding

Funds holding: 245249 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.42% less ownership

Funds ownership: 88.52%88.1% (-0.42%)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
66
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$306M +$758K +788 +0.3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$268M +$12.2M +12,670 +5%
Boston Partners
3
Boston Partners
Massachusetts
$169M -$2.24M -2,329 -1%
BlackRock
4
BlackRock
New York
$142M -$7.02M -7,293 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$133M +$8.58M +8,919 +7%
FMI
6
Fiduciary Management Inc
Wisconsin
$122M -$263K -273 -0.2%
Victory Capital Management
7
Victory Capital Management
Texas
$112M +$625K +650 +0.6%
ACM
8
Atlanta Capital Management
Georgia
$100M +$694K +721 +0.7%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$90.2M +$8.97M +9,322 +12%
WCM
10
Wallace Capital Management
Texas
$81.9M -$1.05M -1,093 -1%
LCOV
11
London Company of Virginia
Virginia
$76.4M -$1.93M -2,002 -3%
Wells Fargo
12
Wells Fargo
California
$76.2M +$9.06M +9,417 +14%
RRAM
13
River Road Asset Management
Kentucky
$64.8M -$2.25M -2,343 -4%
Goldman Sachs
14
Goldman Sachs
New York
$59.8M -$13.5M -14,085 -19%
State Street
15
State Street
Massachusetts
$57M -$874K -909 -2%
Northern Trust
16
Northern Trust
Illinois
$53.9M -$316K -329 -0.6%
Norges Bank
17
Norges Bank
Norway
$51.5M +$18.3M +18,997 +61%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$42.1M
RP
19
Reinhart Partners
Wisconsin
$41.6M +$884K +919 +2%
CC
20
Cannell & Co
New York
$38.7M -$606K -630 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$34.8M +$582K +605 +2%
Capital World Investors
22
Capital World Investors
California
$33.7M
Fidelity Investments
23
Fidelity Investments
Massachusetts
$32.4M +$30.5M +31,701 +113,218%
BAM
24
Burgundy Asset Management
Ontario, Canada
$30.2M +$94.3K +98 +0.3%
Bank of America
25
Bank of America
North Carolina
$29M +$1.78M +1,854 +7%

WTM Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2019, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $17.4M sold.

  • 249 institutional investors held White Mountains Insurance (WTM) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $2.86B of White Mountains Insurance stock for Q2 2019, up 10% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2019 and 24 closed out, a net change of +7 holders.
  • The largest White Mountains Insurance buyer in Q2 2019 was Fidelity Investments, an estimated $30.5M added.
  • The largest White Mountains Insurance seller in Q2 2019 was Capital International Investors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2019.