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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
PTC
376
Private Trust Company
Ohio
$793K -$95.7K -565 -11%
GH
377
GAM Holding
Switzerland
$793K +$295K +1,742 +59%
RIM
378
Redpoint Investment Management
Australia
$775K +$779K +4,596 New
Nordea Investment Management
379
Nordea Investment Management
Sweden
$761K -$51.2K -302 -6%
SWP
380
Strategic Wealth Partners
Ohio
$758K +$789K +4,657 New
KRS
381
Kentucky Retirement Systems
Kentucky
$747K -$18.6K -110 -2%
ST
382
Spinnaker Trust
Maine
$744K – – –
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$742K -$33.9K -200 -4%
Wolverine Trading
384
Wolverine Trading
Illinois
$734K +$233K +1,376 +46%
Creative Planning
385
Creative Planning
Kansas
$729K +$180K +1,062 +33%
OFS
386
Orrstown Financial Services
Pennsylvania
$724K +$11.7K +69 +2%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$722K +$45.7K +270 +7%
BOTW
388
Bank of the West
California
$720K +$140K +826 +24%
BWM
389
BerganKDV Wealth Management
Minnesota
$719K – – –
GHCM
390
Glen Harbor Capital Management
California
$715K +$377K +2,224 +110%
JG
391
Jefferies Group
New York
$710K +$109K +645 +18%
PAG
392
Private Advisor Group
New Jersey
$695K +$847 +5 +0.1%
HIC
393
Hartline Investment Corp
Illinois
$683K +$54.2K +320 +9%
SO
394
STRS Ohio
Ohio
$682K +$4.58K +27 +0.7%
LI
395
Lafayette Investments
Maryland
$668K +$671K +3,961 New
Truist Financial
396
Truist Financial
North Carolina
$666K -$329K -1,944 -33%
RC
397
RegentAtlantic Capital
New Jersey
$664K +$16.9K +100 +3%
LCM
398
Laurion Capital Management
New York
$658K +$288K +1,700 +77%
FP
399
FDO Partners
Massachusetts
$654K -$1.59M -9,404 -71%
FCBT
400
First Citizens Bank & Trust
North Carolina
$644K -$31.7K -187 -5%
14 15
16
17 18

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.