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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
RA
401
Rational Advisors
New York
$641K -$102K -600 -14%
PSUF
402
People's United Financial
Connecticut
$641K +$644K +3,801 New
GL
403
GLG LLC
New York
$632K – – –
TCM
404
Teza Capital Management
Illinois
$616K +$619K +3,654 New
IB
405
Intrust Bank
Kansas
$605K -$138K -815 -19%
MME
406
Meag Munich Ergo
Germany
$600K +$592K +3,495 New
CTA
407
Chesley Taft & Associates
Illinois
$586K -$241K -1,425 -29%
SWM
408
SeaCrest Wealth Management
New York
$584K +$587K +3,464 New
CB
409
Commerce Bank
Missouri
$581K +$152K +898 +35%
AWM
410
Avior Wealth Management
Nebraska
$579K +$582K +3,433 New
LS
411
Livforsakringsbolaget Skandia
Sweden
$573K -$84.7K -500 -13%
Simplex Trading
412
Simplex Trading
Illinois
$573K +$576K +3,399 New
LC
413
Loews Corp
New York
$569K -$16.9K -100 -3%
BAC
414
Boys Arnold & Co
North Carolina
$567K -$22.9K -135 -4%
MF
415
Magnetar Financial
Illinois
$563K +$227K +1,341 +67%
VIA
416
Vident Investment Advisory
Georgia
$558K +$561K +3,309 New
Robeco Institutional Asset Management
417
Robeco Institutional Asset Management
Netherlands
$543K +$337K +1,990 +161%
JIC
418
Johnson Investment Counsel
Ohio
$540K – – –
HB
419
Homrich & Berg
Georgia
$535K -$206K -1,214 -28%
MCM
420
Moore Capital Management
New York
$519K +$521K +3,075 New
APFBOT
421
Amica Pension Fund Board of Trustees
Rhode Island
$512K – – –
GT
422
Glenmede Trust
Pennsylvania
$509K +$386K +2,281 +307%
SACTSONJ
423
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$506K +$508K +3,000 New
TCOO
424
Trust Company of Oklahoma
Oklahoma
$505K +$208K +1,230 +70%
DTL
425
Dynamic Technology Lab
Singapore
$505K +$507K +2,994 New
15 16
17
18 19

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.