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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
HCM
376
Highlander Capital Management
New Jersey
$338K – – –
MML Investors Services
377
MML Investors Services
Massachusetts
$332K +$340K +2,249 New
BCV
378
Banque Cantonale Vaudoise
Switzerland
$332K +$340K +2,251 New
QIM
379
Quantitative Investment Management
Virginia
$331K +$339K +2,247 New
FAAS
380
First Allied Advisory Services
California
$329K +$22.6K +150 +7%
GCP
381
GSA Capital Partners
United Kingdom
$322K +$330K +2,185 New
PP
382
Paloma Partners
Connecticut
$320K -$453K -3,001 -58%
NP
383
NorthRock Partners
Minnesota
$316K -$372K -2,462 -53%
CCIA
384
Campbell & Co Investment Adviser
Maryland
$316K -$302K -2,000 -48%
Fuller & Thaler Asset Management
385
Fuller & Thaler Asset Management
California
$307K +$30.2K +200 +11%
BAM
386
Brave Asset Management
New Jersey
$302K – – –
HAM
387
Highstreet Asset Management
Ontario, Canada
$301K +$308K +2,040 New
BWM
388
BerganKDV Wealth Management
Minnesota
$299K – – –
EGM
389
Engineers Gate Manager
New York
$298K +$305K +2,020 New
SMH
390
Sanders Morris Harris
Texas
$297K – – –
TFCP
391
Twin Focus Capital Partners
Massachusetts
$297K +$304K +2,015 New
IA
392
IFG Advisory
Georgia
$296K – – –
MAFM
393
Mid Atlantic Financial Management
Pennsylvania
$292K -$5.74K -38 -2%
RC
394
RegentAtlantic Capital
New Jersey
$291K +$51.6K +342 +21%
UCFA
395
United Capital Financial Advisors
Texas
$288K +$295K +1,952 New
Pacer Advisors
396
Pacer Advisors
Pennsylvania
$283K -$689K -4,562 -70%
FHB
397
First Hawaiian Bank
Hawaii
$281K +$287K +1,903 New
MME
398
Meag Munich Ergo
Germany
$277K -$490K -3,243 -63%
IIM
399
Ipswich Investment Management
Massachusetts
$267K -$18.1K -120 -6%
PA
400
Pinnacle Associates
New York
$267K – – –
14 15
16
17 18

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.