Whirlpool
599 hedge funds and large institutions have $11.4B invested in Whirlpool in 2016 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 216 increasing their positions, 207 reducing their positions, and 52 closing their positions.
71% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 52
6% more funds holding
Funds holding: 566 → 599 (+33)
4% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 207
3.7% less ownership
Funds ownership: 93.72% → 90.02% (-3.7%)
7% less capital invested
Capital invested by funds: $12.3B → $11.4B (-$907M)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
49% less call options, than puts
Call options by funds: $169M | Put options by funds: $331M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$86.2M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$67.1M |
| 3 |
Neuberger Berman Group
New York
|
+$57.9M |
| 4 |
ClearBridge Investments
New York
|
+$43.4M |
| 5 |
CANY
Caxton Associates (New York)
New York
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$607M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$77.1M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
-$73.9M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$64.2M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$60.5M |
WHR Hedge Fund Activity: Q2 2016 in Review
599 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2016, worth a combined $11.4B — down 7.4% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new WHR positions and 52 closed out — a net gain of 37 holders — while 216 added to existing stakes and 207 trimmed.
The largest buyer was CI Investments Inc, opening a new position worth an estimated $86.2M. The largest seller was Royal London Asset Management, cutting an estimated $607M.
- 599 institutional investors held Whirlpool (WHR) as of Q2 2016, up from 566 in Q1 2016.
- Funds reported $11.4B of Whirlpool stock for Q2 2016, down 7.4% quarter-over-quarter.
- 89 funds opened new Whirlpool positions in Q2 2016 and 52 closed out, a net change of +37 holders.
- The largest Whirlpool buyer in Q2 2016 was CI Investments Inc, an estimated $86.2M added.
- The largest Whirlpool seller in Q2 2016 was Royal London Asset Management, an estimated $607M sold.
Based on aggregated 13F filings for Q2 2016.