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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
GCA
326
Gideon Capital Advisors
New York
$543K +$556K +3,679 New
CB
327
Commerce Bank
Missouri
$538K -$22.5K -149 -4%
Creative Planning
328
Creative Planning
Kansas
$534K +$62.1K +411 +13%
SAM
329
Shell Asset Management
Netherlands
$521K -$41.1K -272 -7%
AWM
330
Avior Wealth Management
Nebraska
$516K +$19.6K +130 +4%
HIC
331
Hartline Investment Corp
Illinois
$514K -$54.4K -360 -9%
ST
332
Spinnaker Trust
Maine
$514K – – –
OC
333
Oppenheimer & Co
New York
$513K +$152K +1,008 +41%
S
334
Seeyond
France
$510K – – –
JIC
335
Johnson Investment Counsel
Ohio
$501K +$1.66K +11 +0.3%
SC
336
Scotia Capital
Ontario, Canada
$499K -$27.2K -180 -5%
AW
337
Alpha Windward
Massachusetts
$496K +$27.2K +180 +6%
Qube Research & Technologies (QRT)
338
Qube Research & Technologies (QRT)
United Kingdom
$494K +$505K +3,347 New
ST
339
Somerset Trust
Pennsylvania
$488K -$13K -86 -3%
FMT
340
First Mercantile Trust
Tennessee
$481K -$13.1K -87 -3%
KRS
341
Kentucky Retirement Systems
Kentucky
$480K -$604 -4 -0.1%
SG Americas Securities
342
SG Americas Securities
New York
$475K -$398K -2,637 -45%
BB
343
Busey Bank
Illinois
$473K +$755 +5 +0.2%
SIM
344
Sentry Investment Management
Wisconsin
$458K – – –
FHA
345
First Horizon Advisors
Tennessee
$454K +$16.5K +109 +4%
QI
346
Qtron Investments
Massachusetts
$452K +$463K +3,065 New
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$443K -$15.1K -100 -3%
ECM
348
Evergreen Capital Management
Washington
$436K +$446K +2,957 New
CIA
349
CSat Investment Advisory
Michigan
$430K +$71.1K +471 +19%
CIC
350
Crawford Investment Counsel
Georgia
$428K +$453 +3 +0.1%
12 13
14
15 16

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.