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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
LS
351
Livforsakringsbolaget Skandia
Sweden
$427K – – –
PTC
352
Private Trust Company
Ohio
$425K -$16.6K -110 -4%
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$425K +$2.27K +15 +0.5%
TI
354
Trexquant Investment
Connecticut
$420K +$430K +2,849 New
VCA
355
Verdence Capital Advisors
Maryland
$406K +$15.6K +103 +4%
CCM
356
Condor Capital Management
New Jersey
$403K – – –
SP
357
Symmetry Partners
Connecticut
$394K +$403K +2,672 New
FI
358
FormulaFolio Investments
Michigan
$385K +$394K +2,607 New
PAMG
359
Patton Albertson Miller Group
Tennessee
$377K – – –
TAF
360
Tredje AP-fonden
Sweden
$377K +$351K +2,325 +1,020%
EH
361
Employers Holdings
Nevada
$376K – – –
AC
362
Allstate Corporation
Illinois
$372K +$36.8K +244 +11%
TPCW
363
TD Private Client Wealth
New York
$366K +$374K +2,478 New
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$362K +$5.29K +35 +1%
WAM
365
Wealthspire Advisors (Maryland)
Maryland
$360K +$69.6K +461 +23%
ICM
366
IMS Capital Management
Oregon
$359K -$196K -1,300 -35%
CIM
367
Contravisory Investment Management
Massachusetts
$359K +$4.98K +33 +1%
TCM
368
Teza Capital Management
Illinois
$355K -$459K -3,038 -56%
GH
369
GAM Holding
Switzerland
$351K -$1.8M -11,901 -83%
CCM
370
Cadence Capital Management
Massachusetts
$351K -$24.2K -160 -6%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$350K +$34.3K +227 +11%
SC
372
Savant Capital
Illinois
$347K +$8.61K +57 +2%
BG
373
Bollard Group
Massachusetts
$346K +$2.72K +18 +0.8%
AIL
374
AGF Investments LLC
Ontario, Canada
$345K +$304K +2,012 +613%
BWAM
375
Boyd Watterson Asset Management
Ohio
$339K – – –
13 14
15
16 17

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.