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White Mountains Insurance

248 hedge funds and large institutions have $3B invested in White Mountains Insurance in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

5% more capital invested

Capital invested by funds: $2.86B → $3B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 249248 (-1)

1.14% less ownership

Funds ownership: 88.1%86.96% (-1.1%)

34% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 92

Holders
248
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
22
Increased
61
Reduced
92
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$328M +$4.93M +4,622 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$270M -$13.1M -12,292 -5%
Boston Partners
3
Boston Partners
Massachusetts
$170M -$7.66M -7,184 -4%
BlackRock
4
BlackRock
New York
$161M +$11.2M +10,471 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$150M +$9.6M +8,998 +7%
FMI
6
Fiduciary Management Inc
Wisconsin
$125M -$3.99M -3,745 -3%
ACM
7
Atlanta Capital Management
Georgia
$115M +$8.49M +7,959 +8%
Victory Capital Management
8
Victory Capital Management
Texas
$99.3M -$18.9M -17,712 -16%
WCM
9
Wallace Capital Management
Texas
$83.4M -$3.23M -3,027 -4%
LCOV
10
London Company of Virginia
Virginia
$79.8M -$948K -889 -1%
Wells Fargo
11
Wells Fargo
California
$75M -$5.57M -5,223 -7%
RRAM
12
River Road Asset Management
Kentucky
$68.1M -$399K -374 -0.6%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$67.6M -$27.4M -25,695 -29%
State Street
14
State Street
Massachusetts
$66.6M +$6.23M +5,843 +10%
Norges Bank
15
Norges Bank
Norway
$55.4M +$1.02M +955 +2%
Northern Trust
16
Northern Trust
Illinois
$55.2M -$1.75M -1,636 -3%
Goldman Sachs
17
Goldman Sachs
New York
$48.1M -$15M -14,078 -24%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$43.5M -$1M -942 -2%
RP
19
Reinhart Partners
Wisconsin
$42.8M -$1.22M -1,147 -3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$41.9M +$7.57M +7,093 +22%
CC
21
Cannell & Co
New York
$40.7M -$245K -230 -0.6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$36.1M -$685K -642 -2%
Capital World Investors
23
Capital World Investors
California
$35.6M
Bank of America
24
Bank of America
North Carolina
$33M +$2.31M +2,162 +8%
BAM
25
Burgundy Asset Management
Ontario, Canada
$32.4M +$475K +445 +2%

WTM Hedge Fund Activity: Q3 2019 in Review

248 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2019, worth a combined $3B — up 4.7% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WTM positions and 21 closed out — a net gain of 1 holder — while 61 added to existing stakes and 92 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $21.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $27.4M.

  • 248 institutional investors held White Mountains Insurance (WTM) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $3B of White Mountains Insurance stock for Q3 2019, up 4.7% quarter-over-quarter.
  • 22 funds opened new White Mountains Insurance positions in Q3 2019 and 21 closed out, a net change of +1 holder.
  • The largest White Mountains Insurance buyer in Q3 2019 was First Trust Advisors, an estimated $21.1M added.
  • The largest White Mountains Insurance seller in Q3 2019 was Fuller & Thaler Asset Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2019.