Whirlpool
554 hedge funds and large institutions have $12.1B invested in Whirlpool in 2015 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 223 reducing their positions, and 84 closing their positions.
1.11% more ownership
Funds ownership: 88.74% → 89.85% (+1.1%)
4% less funds holding
Funds holding: 580 → 554 (-26)
13% less capital invested
Capital invested by funds: $14B → $12.1B (-$1.85B)
19% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 223
23% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 84
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
47% less call options, than puts
Call options by funds: $162M | Put options by funds: $307M
Top Buyers
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
+$397M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$90.2M |
| 3 |
CC
Cannell & Co
New York
|
+$83.4M |
| 4 |
MDSL
M.D. Sass LLC
New York
|
+$82.3M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$77.1M |
Top Sellers
WHR Hedge Fund Activity: Q2 2015 in Review
554 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2015, worth a combined $12.1B — down 13% from $14B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of WHR and 65 opened new positions — a net loss of 19 holders — while 223 trimmed existing stakes and 181 added.
The largest buyer was Institutional Capital, adding an estimated $397M. The largest seller was Capital Growth Management, exiting entirely with an estimated $150M sold.
- 554 institutional investors held Whirlpool (WHR) as of Q2 2015, down from 580 in Q1 2015.
- Funds reported $12.1B of Whirlpool stock for Q2 2015, down 13% quarter-over-quarter.
- 65 funds opened new Whirlpool positions in Q2 2015 and 84 closed out, a net change of -19 holders.
- The largest Whirlpool buyer in Q2 2015 was Institutional Capital, an estimated $397M added.
- The largest Whirlpool seller in Q2 2015 was Capital Growth Management, an estimated $150M sold.
Based on aggregated 13F filings for Q2 2015.