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White Mountains Insurance

208 hedge funds and large institutions have $2.42B invested in White Mountains Insurance in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% less ownership

Funds ownership: 88.53%87.5% (-1%)

6% less capital invested

Capital invested by funds: $2.57B → $2.42B (-$156M)

9% less funds holding

Funds holding: 228208 (-20)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

38% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 87

50% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 36

Holders
208
Holders Change
-20
Holders Change %
-8.77%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
54
Reduced
87
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$261M -$24.3M -26,999 -8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$225M +$8.21M +9,104 +4%
ACM
3
Atlanta Capital Management
Georgia
$158M +$28.8M +31,905 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$123M -$1.44M -1,599 -1%
BlackRock
5
BlackRock
New York
$123M -$15M -16,606 -11%
Boston Partners
6
Boston Partners
Massachusetts
$122M -$6.26M -6,943 -5%
FMI
7
Fiduciary Management Inc
Wisconsin
$91.3M -$8.19M -9,084 -8%
Wells Fargo
8
Wells Fargo
California
$76.3M +$12M +13,282 +18%
Victory Capital Management
9
Victory Capital Management
Texas
$73.4M -$85.2M -94,504 -53%
NI
10
Nuance Investments
Missouri
$68.4M +$69.4M +77,044 New
LCOV
11
London Company of Virginia
Virginia
$67.6M -$765K -849 -1%
RRAM
12
River Road Asset Management
Kentucky
$64.8M -$3.85M -4,269 -6%
WCM
13
Wallace Capital Management
Texas
$61.5M -$3.53M -3,917 -5%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$52.5M -$895K -993 -2%
State Street
15
State Street
Massachusetts
$51.4M -$1.36M -1,512 -3%
Norges Bank
16
Norges Bank
Norway
$47.9M +$2.31M +2,565 +5%
Bank of America
17
Bank of America
North Carolina
$44.8M +$13.7M +15,150 +43%
RP
18
Reinhart Partners
Wisconsin
$37.3M -$1.42M -1,576 -4%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$33.9M -$1.67M -1,851 -5%
CC
20
Cannell & Co
New York
$32.2M -$7.21K -8 -0%
Northern Trust
21
Northern Trust
Illinois
$31.2M -$6.29M -6,981 -17%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$30.3M -$459K -509 -1%
RJA
23
Raymond James & Associates
Florida
$25.2M +$2.95M +3,270 +13%
FAM
24
Fenimore Asset Management
New York
$24M +$1.46M +1,617 +6%
MAA
25
Mraz Amerine & Associates
California
$23.2M -$199K -221 -0.8%

WTM Hedge Fund Activity: Q2 2020 in Review

208 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2020, worth a combined $2.42B — down 6.1% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WTM and 18 opened new positions — a net loss of 18 holders — while 87 trimmed existing stakes and 54 added.

The largest buyer was Nuance Investments, opening a new position worth an estimated $69.4M. The largest seller was Victory Capital Management, cutting an estimated $85.2M.

  • 208 institutional investors held White Mountains Insurance (WTM) as of Q2 2020, down from 228 in Q1 2020.
  • Funds reported $2.42B of White Mountains Insurance stock for Q2 2020, down 6.1% quarter-over-quarter.
  • 18 funds opened new White Mountains Insurance positions in Q2 2020 and 36 closed out, a net change of -18 holders.
  • The largest White Mountains Insurance buyer in Q2 2020 was Nuance Investments, an estimated $69.4M added.
  • The largest White Mountains Insurance seller in Q2 2020 was Victory Capital Management, an estimated $85.2M sold.

Based on aggregated 13F filings for Q2 2020.