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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
SSA
401
Schonfeld Strategic Advisors
New York
$267K +$273K +1,805 New
ECM
402
Everence Capital Management
Indiana
$258K – – –
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$254K +$453 +3 +0.2%
CI
404
Cigna Investments
Connecticut
$252K -$33.5K -222 -11%
Acadian Asset Management
405
Acadian Asset Management
Massachusetts
$252K +$258K +1,707 New
ONB
406
Old National Bancorp
Indiana
$249K +$254K +1,685 New
Cerity Partners
407
Cerity Partners
New York
$243K -$440K -2,915 -64%
Wealthfront Advisers
408
Wealthfront Advisers
California
$236K +$241K +1,597 New
BBVA
409
Banco Bilbao Vizcaya Argentaria
Spain
$230K +$236K +1,565 New
RIM
410
Redpoint Investment Management
Australia
$224K – – –
CC
411
Caxton Corporation
New Jersey
$223K +$228K +1,509 New
BI
412
Ballast Inc
Kentucky
$222K – – –
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$221K -$302 -2 -0.1%
RCM
414
Radnor Capital Management
Pennsylvania
$221K – – –
AAM
415
Advisors Asset Management
Colorado
$211K -$187K -1,239 -46%
LCM
416
LVM Capital Management
Michigan
$210K – – –
VFA
417
Voya Financial Advisors
Connecticut
$210K +$217K +1,437 New
Verition Fund Management
418
Verition Fund Management
Connecticut
$202K +$207K +1,368 New
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
$189K -$2.24M -14,836 -92%
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$189K – – –
HB
421
Horizon Bancorp
Indiana
$186K +$190K +1,258 New
AIP
422
Ameritas Investment Partners
Nebraska
$168K – – –
VI
423
Vestcor Inc
New Brunswick, Canada
$162K +$165K +1,096 New
TFGT
424
TS Financial Group (TSFG)
Illinois
$148K – – –
DCM
425
Dupont Capital Management
Delaware
$143K +$38.1K +252 +35%
15 16
17
18 19

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.