White Mountains Insurance
WTM
243 hedge funds and large institutions have $2.71B invested in White Mountains Insurance in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 18 closing their positions.
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
5% more funds holding
Funds holding: 231 → 243 (+12)
2.7% more ownership
Funds ownership: 85.9% → 88.61% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5% less capital invested
Capital invested by funds: $2.86B → $2.71B (-$142M)
40% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$54.5M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$40.3M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$11.1M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$7.23M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$19.4M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$15.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.08M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$6.37M |
WTM Hedge Fund Activity: Q4 2021 in Review
243 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2021, worth a combined $2.71B — down 5% from $2.86B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WTM positions and 18 closed out — a net gain of 15 holders — while 57 added to existing stakes and 95 trimmed.
The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $54.5M. The largest seller was Victory Capital Management, cutting an estimated $19.4M.
- 243 institutional investors held White Mountains Insurance (WTM) as of Q4 2021, up from 231 in Q3 2021.
- Funds reported $2.71B of White Mountains Insurance stock for Q4 2021, down 5% quarter-over-quarter.
- 33 funds opened new White Mountains Insurance positions in Q4 2021 and 18 closed out, a net change of +15 holders.
- The largest White Mountains Insurance buyer in Q4 2021 was Southeastern Asset Management, an estimated $54.5M added.
- The largest White Mountains Insurance seller in Q4 2021 was Victory Capital Management, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2021.