Whirlpool
WHR
535 hedge funds and large institutions have $9.62B invested in Whirlpool in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 174 increasing their positions, 183 reducing their positions, and 59 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
27% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 59
14% more capital invested
Capital invested by funds: $8.41B → $9.62B (+$1.21B)
3% more funds holding
Funds holding: 521 → 535 (+14)
2.02% more ownership
Funds ownership: 93.63% → 95.65% (+2%)
5% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 183
34% less call options, than puts
Call options by funds: $205M | Put options by funds: $310M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$107M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$71.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.6M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$26.7M |
| 2 |
State Street
Boston,
Massachusetts
|
-$24.9M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$21.5M |
| 4 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
-$20.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$20M |
WHR Hedge Fund Activity: Q3 2019 in Review
535 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2019, worth a combined $9.62B — up 14% from $8.41B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new WHR positions and 59 closed out — a net gain of 16 holders — while 174 added to existing stakes and 183 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $107M. The largest seller was London Company of Virginia, exiting entirely with an estimated $26.7M sold.
- 535 institutional investors held Whirlpool (WHR) as of Q3 2019, up from 521 in Q2 2019.
- Funds reported $9.62B of Whirlpool stock for Q3 2019, up 14% quarter-over-quarter.
- 75 funds opened new Whirlpool positions in Q3 2019 and 59 closed out, a net change of +16 holders.
- The largest Whirlpool buyer in Q3 2019 was Boston Partners, an estimated $107M added.
- The largest Whirlpool seller in Q3 2019 was London Company of Virginia, an estimated $26.7M sold.
Based on aggregated 13F filings for Q3 2019.