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Whirlpool
WHR

556 hedge funds and large institutions have $9.26B invested in Whirlpool in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 204 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 53

15% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 178

4% more funds holding

Funds holding: 535 → 556 (+21)

3.67% more ownership

Funds ownership: 95.65% → 99.32% (+3.7%)

4% less capital invested

Capital invested by funds: $9.62B → $9.26B (-$361M)

39% less call options, than puts

Call options by funds: $177M | Put options by funds: $292M

70% less funds holding in top 10

Funds holding in top 10: 10 → 3 (-7)

Holders
556
Holders Change
+21
Holders Change %
+3.93%
% of All Funds
10.96%
Holding in Top 10
3
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-70%
% of All Funds
0.06%
New
87
Increased
204
Reduced
178
Closed
53
Calls
$177M
Puts
$292M
Net Calls
-$115M
Net Calls Change
-$10.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$192M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$69.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$66.9M
4
CB
Cooke & Bieler
Pennsylvania
+$48.7M
5
Goldman Sachs
Goldman Sachs
New York
+$35.1M

Top Sellers

1
AIG
American International Group
New York
-$395M
2
FC
Fairpointe Capital
Illinois
-$17.2M
3
WG
Winton Group
United Kingdom
-$16.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$15.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
276
Delta Financial Advisors
Louisiana
$962K -$15.9K -105 -2%
First Manhattan
277
First Manhattan
New York
$940K -$615K -4,075 -39%
II
278
IFM Investors
Australia
$936K -$38.5K -255 -4%
SAM
279
Securian Asset Management
Minnesota
$923K -$60.9K -403 -6%
RWM
280
RKL Wealth Management
Pennsylvania
$909K -$32.2K -213 -3%
AWM
281
AE Wealth Management
Kansas
$909K -$23.3K -154 -2%
NAM
282
Nissay Asset Management
Japan
$906K -$15.3K -101 -2%
CBB
283
Citizens Business Bank
California
$905K – – –
Lazard Asset Management
284
Lazard Asset Management
New York
$864K +$885K +5,858 New
PAM
285
Panagora Asset Management
Massachusetts
$857K +$478K +3,165 +120%
WAM
286
World Asset Management
Michigan
$850K +$3.47K +23 +0.4%
SS
287
Simplicity Solutions
Minnesota
$844K +$9.66K +64 +1%
CS
288
Candriam SCA
Luxembourg
$831K +$101K +666 +13%
WBC
289
Westpac Banking Corp
Australia
$828K – – –
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$823K -$76.6K -507 -8%
AWCI
291
Alpine Woods Capital Investors
New York
$811K – – –
CL
292
CPWM LLC
Washington
$810K – – –
CCP
293
Corient Capital Partners
California
$804K +$823K +5,448 New
Teacher Retirement System of Texas
294
Teacher Retirement System of Texas
Texas
$797K -$3.37M -22,291 -80%
AP
295
Advisor Partners
California
$780K +$136K +899 +22%
Baird Financial Group
296
Baird Financial Group
Wisconsin
$759K +$777K +5,147 New
BFG
297
Beacon Financial Group
Texas
$758K +$182K +1,208 +31%
National Pension Service
298
National Pension Service
South Korea
$747K +$53.1K +352 +7%
RIM
299
Regent Investment Management
Kentucky
$741K -$115K -760 -13%
PVWM
300
Point View Wealth Management
New Jersey
$740K -$9.66K -64 -1%
10 11
12
13 14

WHR Hedge Fund Activity: Q4 2019 in Review

556 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2019, worth a combined $9.26B — down 3.7% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 53 closed out — a net gain of 34 holders — while 204 added to existing stakes and 178 trimmed.

The largest buyer was Boston Partners, adding an estimated $192M. The largest seller was American International Group, cutting an estimated $395M.

  • 556 institutional investors held Whirlpool (WHR) as of Q4 2019, up from 535 in Q3 2019.
  • Funds reported $9.26B of Whirlpool stock for Q4 2019, down 3.7% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2019 and 53 closed out, a net change of +34 holders.
  • The largest Whirlpool buyer in Q4 2019 was Boston Partners, an estimated $192M added.
  • The largest Whirlpool seller in Q4 2019 was American International Group, an estimated $395M sold.

Based on aggregated 13F filings for Q4 2019.