Whirlpool
590 hedge funds and large institutions have $8.89B invested in Whirlpool in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 183 increasing their positions, 241 reducing their positions, and 88 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
4.98% more ownership
Funds ownership: 89.82% → 94.8% (+5%)
5% less funds holding
Funds holding: 622 → 590 (-32)
9% less capital invested
Capital invested by funds: $9.72B → $8.89B (-$832M)
13% less call options, than puts
Call options by funds: $207M | Put options by funds: $237M
24% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 241
28% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$305M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$130M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$37.6M |
| 4 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$35.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$136M |
| 2 |
Neuberger Berman Group
New York
|
-$115M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$84.8M |
| 4 |
Goldman Sachs
New York
|
-$73.9M |
| 5 |
O
OppenheimerFunds
New York
|
-$68.2M |
WHR Hedge Fund Activity: Q2 2018 in Review
590 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2018, worth a combined $8.89B — down 8.6% from $9.72B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of WHR and 63 opened new positions — a net loss of 25 holders — while 241 trimmed existing stakes and 183 added.
The largest buyer was Primecap Management, adding an estimated $305M. The largest seller was AQR Capital Management, cutting an estimated $136M.
- 590 institutional investors held Whirlpool (WHR) as of Q2 2018, down from 622 in Q1 2018.
- Funds reported $8.89B of Whirlpool stock for Q2 2018, down 8.6% quarter-over-quarter.
- 63 funds opened new Whirlpool positions in Q2 2018 and 88 closed out, a net change of -25 holders.
- The largest Whirlpool buyer in Q2 2018 was Primecap Management, an estimated $305M added.
- The largest Whirlpool seller in Q2 2018 was AQR Capital Management, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2018.