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Whirlpool
WHR

639 hedge funds and large institutions have $10.8B invested in Whirlpool in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 210 increasing their positions, 235 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 75

4% more funds holding

Funds holding: 617 → 639 (+22)

3.14% less ownership

Funds ownership: 91.96% → 88.82% (-3.1%)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 235

13% less capital invested

Capital invested by funds: $12.4B → $10.8B (-$1.63B)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

43% less call options, than puts

Call options by funds: $169M | Put options by funds: $299M

Holders
639
Holders Change
+22
Holders Change %
+3.57%
% of All Funds
14.49%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
100
Increased
210
Reduced
235
Closed
75
Calls
$169M
Puts
$299M
Net Calls
-$130M
Net Calls Change
-$32.4M

Top Buyers

1
Primecap Management
Primecap Management
California
+$142M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$116M
3
LCS
Levin Capital Strategies
New York
+$112M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$61.2M
5
Bessemer Group
Bessemer Group
New Jersey
+$42.3M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$202M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
4
Bank of America
Bank of America
North Carolina
-$97.9M
5
CIC
Chilton Investment Company
Connecticut
-$90.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MNG
226
Manning & Napier Group
New York
$2.31M +$2.33M +13,732 New
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$2.29M +$70.1K +414 +3%
SV
228
Sturgeon Ventures
United Kingdom
$2.27M +$2.28M +13,442 New
ECM
229
ETrade Capital Management
Virginia
$2.24M -$1.03M -6,077 -31%
SNB
230
Security National Bank
Nebraska
$2.22M -$186K -1,096 -8%
MAM
231
Martingale Asset Management
Massachusetts
$2.21M -$982K -5,794 -31%
URS
232
Utah Retirement Systems
Utah
$2.2M -$16.9K -100 -0.8%
BIMC
233
Benson Investment Management Company
Virginia
$2.19M +$2.2M +12,960 New
ATIA
234
American Trust Investment Advisors
New Hampshire
$2.17M -$18.6K -110 -0.8%
XK
235
Xact Kapitalforvaltning
Sweden
$2.16M +$131K +776 +6%
BC
236
Brinker Capital
Pennsylvania
$2.15M -$83.4K -492 -4%
DM
237
Delphi Management
Massachusetts
$2.11M -$32.7K -193 -2%
FAM
238
Foothills Asset Management
Arizona
$2.11M -$121K -715 -5%
BFA
239
Bragg Financial Advisors
North Carolina
$2.1M -$38.1K -225 -2%
LNB
240
Ledyard National Bank
$2.08M -$1.67M -9,836 -44%
CT
241
Coastline Trust
Rhode Island
$2.06M +$75.4K +445 +4%
KIA
242
KCM Investment Advisors
California
$2.05M -$43.2K -255 -2%
CIC
243
Cornercap Investment Counsel
Georgia
$2.04M +$2.04M +12,065 New
PP
244
Palladium Partners
Virginia
$2.02M -$304K -1,792 -13%
Victory Capital Management
245
Victory Capital Management
Texas
$2.01M +$198K +1,170 +11%
FTIOP
246
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2M -$424K -2,500 -17%
UR
247
USCA RIA
Texas
$2M +$1.67M +9,837 +484%
LPL Financial
248
LPL Financial
California
$2M -$4.71M -27,780 -70%
CCP
249
Corient Capital Partners
California
$1.99M -$773K -4,565 -28%
Envestnet Asset Management
250
Envestnet Asset Management
Illinois
$1.97M -$229K -1,350 -10%
8 9
10
11 12

WHR Hedge Fund Activity: Q4 2017 in Review

639 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2017, worth a combined $10.8B — down 13% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new WHR positions and 75 closed out — a net gain of 25 holders — while 210 added to existing stakes and 235 trimmed.

The largest buyer was Primecap Management, adding an estimated $142M. The largest seller was Harris Associates, cutting an estimated $202M.

  • 639 institutional investors held Whirlpool (WHR) as of Q4 2017, up from 617 in Q3 2017.
  • Funds reported $10.8B of Whirlpool stock for Q4 2017, down 13% quarter-over-quarter.
  • 100 funds opened new Whirlpool positions in Q4 2017 and 75 closed out, a net change of +25 holders.
  • The largest Whirlpool buyer in Q4 2017 was Primecap Management, an estimated $142M added.
  • The largest Whirlpool seller in Q4 2017 was Harris Associates, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2017.