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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
Macquarie Group
276
Macquarie Group
Australia
$1.68M +$867K +5,117 +100%
KeyBank National Association
277
KeyBank National Association
Ohio
$1.67M -$114K -670 -6%
WCM
278
Weik Capital Management
Pennsylvania
$1.66M +$8.47K +50 +0.5%
QT
279
Quantbot Technologies
New York
$1.64M +$1.65M +9,750 New
Jane Street
280
Jane Street
New York
$1.63M -$4.1M -24,187 -71%
ICOM
281
Investment Counselors of Maryland
Maryland
$1.63M +$148K +874 +10%
DekaBank Deutsche Girozentrale
282
DekaBank Deutsche Girozentrale
Germany
$1.62M – – –
BCM
283
Birmingham Capital Management
Alabama
$1.62M +$39.8K +235 +3%
KWILP
284
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.62M +$138K +813 +9%
MSV
285
MN Services Vermogensbeheer
Netherlands
$1.62M -$102K -600 -5%
NA
286
Neuburgh Advisers
California
$1.52M +$801K +4,726 +110%
Skandinaviska Enskilda Banken (SEB)
287
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.52M -$288K -1,700 -16%
SIG
288
Sky Investment Group
Connecticut
$1.51M +$135K +794 +10%
AB
289
Amalgamated Bank
New York
$1.5M +$113K +665 +8%
HDIM
290
Hanson & Doremus Investment Management
Vermont
$1.5M +$38.1K +225 +3%
BEAM
291
Baker Ellis Asset Management
Washington
$1.48M +$115K +680 +8%
MOACM
292
Mutual of America Capital Management
New York
$1.48M -$3.34M -19,705 -69%
LAM
293
Lingohr Asset Management
Germany
$1.47M – – –
SI
294
Stephens Inc
Arkansas
$1.46M +$125K +735 +9%
TRSOTSOK
295
Teachers Retirement System of the State of Kentucky
Kentucky
$1.43M -$16.6M -97,700 -92%
MCM
296
Mork Capital Management
California
$1.43M – – –
RJFSA
297
Raymond James Financial Services Advisors
Florida
$1.41M -$66.6K -393 -4%
CBB
298
Citizens Business Bank
California
$1.41M – – –
NB
299
Northwest Bancshares
Pennsylvania
$1.4M +$1.41M +8,319 New
AF
300
AMG Funds
Connecticut
$1.37M +$338K +1,994 +33%
10 11
12
13 14

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.