Whirlpool
643 hedge funds and large institutions have $12.6B invested in Whirlpool in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 221 reducing their positions, and 70 closing their positions.
44% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 70
36% more call options, than puts
Call options by funds: $168M | Put options by funds: $124M
20% more capital invested
Capital invested by funds: $10.4B → $12.6B (+$2.12B)
4% more funds holding
Funds holding: 616 → 643 (+27)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 221
1.19% less ownership
Funds ownership: 92.13% → 90.94% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$36.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$29.5M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$25.7M |
| 4 |
Two Sigma Investments
New York
|
+$21.1M |
| 5 |
A
AustralianSuper
Melbourne,
Australia
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$106M |
| 2 |
Primecap Management
Pasadena,
California
|
-$57.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$35.4M |
| 4 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
-$34.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$30.4M |
WHR Hedge Fund Activity: Q1 2021 in Review
643 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2021, worth a combined $12.6B — up 20% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new WHR positions and 70 closed out — a net gain of 31 holders — while 207 added to existing stakes and 221 trimmed.
The largest buyer was BlackRock, adding an estimated $36.1M. The largest seller was Fidelity Investments, cutting an estimated $106M.
- 643 institutional investors held Whirlpool (WHR) as of Q1 2021, up from 616 in Q4 2020.
- Funds reported $12.6B of Whirlpool stock for Q1 2021, up 20% quarter-over-quarter.
- 101 funds opened new Whirlpool positions in Q1 2021 and 70 closed out, a net change of +31 holders.
- The largest Whirlpool buyer in Q1 2021 was BlackRock, an estimated $36.1M added.
- The largest Whirlpool seller in Q1 2021 was Fidelity Investments, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2021.