We are live on ! Find out more
WHR icon

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
DCM
301
Dimension Capital Management
Florida
$1.37M – – –
CCM
302
Cadence Capital Management
Massachusetts
$1.36M -$134K -789 -9%
DIA
303
Denver Investment Advisors
Colorado
$1.35M +$29.6K +175 +2%
CCM
304
Compton Capital Management
Rhode Island
$1.33M +$144K +850 +12%
Cerity Partners
305
Cerity Partners
New York
$1.32M -$653K -3,854 -33%
WGCA
306
Wolf Group Capital Advisors
Virginia
$1.31M -$184K -1,085 -12%
VF
307
Virtu Financial
New York
$1.31M +$1.32M +7,776 New
NC
308
Northpointe Capital
Michigan
$1.31M -$27.1K -160 -2%
BTNA
309
Bremer Trust National Association
Minnesota
$1.3M -$553K -3,266 -30%
NIPH
310
NN Investment Partners Holdings
Netherlands
$1.28M -$391K -2,309 -23%
CIM
311
Cambria Investment Management
California
$1.28M +$103K +606 +9%
N
312
Nuveen
North Carolina
$1.27M -$20.7M -122,201 -94%
TIA
313
Trust Investment Advisors
Indiana
$1.27M -$33.9K -200 -3%
CIS
314
Capital International Sarl
California
$1.26M -$136K -800 -10%
AIP
315
Ameritas Investment Partners
Nebraska
$1.26M -$1.14M -6,732 -66%
TCM
316
Telos Capital Management
California
$1.25M +$73K +431 +6%
CL
317
Croft-Leominster
Maryland
$1.25M -$5.74M -33,869 -82%
SAM
318
Securian Asset Management
Minnesota
$1.25M – – –
FCM
319
Flinton Capital Management
Pennsylvania
$1.25M +$659K +3,892 +110%
Jacobs Levy Equity Management
320
Jacobs Levy Equity Management
New Jersey
$1.24M +$632K +3,730 +103%
HNB
321
Huntington National Bank
Ohio
$1.23M +$2.37K +14 +0.2%
BSPF
322
British Steel Pension Fund
United Kingdom
$1.22M – – –
HPCM
323
High Pointe Capital Management
Illinois
$1.22M – – –
Nomura Holdings
324
Nomura Holdings
Japan
$1.21M +$563K +3,323 +86%
KBC Group
325
KBC Group
Belgium
$1.2M -$213K -1,258 -15%
11 12
13
14 15

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.