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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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$1.97M -$52.4K -309 -3%
WIA
252
Westbourne Investment Advisors
Maryland
$1.96M +$80.6K +476 +4%
BIP
253
Brandes Investment Partners
California
$1.95M +$1.96M +11,576 New
AIM
254
Achmea Investment Management
Netherlands
$1.93M +$534K +3,154 +38%
EIM
255
ExxonMobil Investment Management
Texas
$1.93M -$322K -1,900 -14%
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$1.91M -$3.98M -23,519 -67%
Mitsubishi UFJ Asset Management
257
Mitsubishi UFJ Asset Management
Japan
$1.91M -$20.5K -121 -1%
FWIA
258
Fort Washington Investment Advisors
Ohio
$1.9M -$842K -4,970 -31%
DCM
259
Donaldson Capital Management
Indiana
$1.9M -$460K -2,713 -19%
SCA
260
Sage Capital Advisors
South Dakota
$1.89M -$404K -2,385 -18%
Nomura Asset Management
261
Nomura Asset Management
Japan
$1.87M +$102K +603 +6%
Public Sector Pension Investment Board (PSP Investments)
262
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.83M +$431K +2,542 +31%
CBOA
263
Commonwealth Bank of Australia
Australia
$1.82M -$17.3K -102 -0.9%
CCM
264
Condor Capital Management
New Jersey
$1.81M +$58.1K +343 +3%
Balyasny Asset Management
265
Balyasny Asset Management
Illinois
$1.8M +$1.21M +7,153 +204%
M&T Bank
266
M&T Bank
New York
$1.79M -$177K -1,045 -9%
SG Americas Securities
267
SG Americas Securities
New York
$1.79M +$1.8M +10,603 New
Arrowstreet Capital
268
Arrowstreet Capital
Massachusetts
$1.77M +$1.78M +10,514 New
KC
269
Kepos Capital
New York
$1.74M +$1.74M +10,287 New
BFEC
270
Benjamin F. Edwards & Company
Missouri
$1.73M +$97.1K +573 +6%
SOADOR
271
State of Alaska Department of Revenue
Alaska
$1.72M +$820K +4,840 +90%
ProShare Advisors
272
ProShare Advisors
Maryland
$1.69M +$541K +3,193 +47%
MAM
273
Meeder Asset Management
Ohio
$1.69M +$1.7M +10,014 New
MSA
274
Mason Street Advisors
Wisconsin
$1.69M -$20.5K -121 -1%
QCMA
275
Quad Capital Management Advisors
New York
$1.69M +$1.69M +10,000 New
9 10
11
12 13

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.