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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
LMGAM
426
Liberty Mutual Group Asset Management
Massachusetts
$491K -$59.5K -351 -11%
CIC
427
Crawford Investment Counsel
Georgia
$489K – – –
PAM
428
Panagora Asset Management
Massachusetts
$487K – – –
RFC
429
Regions Financial Corp
Alabama
$484K -$42.2K -249 -8%
BI
430
Ballast Inc
Kentucky
$481K +$483K +2,850 New
MCM
431
Murphy Capital Management
New Jersey
$474K – – –
FPA
432
First Pacific Advisors
California
$472K -$3.66M -21,600 -89%
CCMD
433
Cypress Capital Management (Delaware)
Delaware
$472K +$6.78K +40 +1%
LIA
434
LS Investment Advisors
Michigan
$465K -$214K -1,261 -31%
SPC
435
Sigma Planning Corp
Michigan
$465K +$107K +629 +30%
CI
436
Cigna Investments
Connecticut
$459K -$33.9K -200 -7%
SC
437
Savant Capital
Illinois
$453K – – –
ZIC
438
ZWJ Investment Counsel
Georgia
$450K -$12.7K -75 -3%
William Blair & Company
439
William Blair & Company
Illinois
$446K -$43.9K -259 -9%
AMI
440
Amica Mutual Insurance
Rhode Island
$444K -$455K -2,685 -50%
IIM
441
Ipswich Investment Management
Massachusetts
$438K – – –
Fiera Capital (Canada)
442
Fiera Capital (Canada)
Quebec, Canada
$434K +$87.8K +518 +25%
DVM
443
Dreman Value Management
Florida
$433K – – –
WP
444
WMS Partners
Maryland
$432K – – –
CIBC World Market
445
CIBC World Market
Ontario, Canada
$429K +$26.1K +154 +6%
1SB
446
1ST Source Bank
Indiana
$425K – – –
OC
447
Oppenheimer & Co
New York
$422K +$41.2K +243 +11%
CSS
448
Cubist Systematic Strategies
Connecticut
$422K +$164K +968 +63%
Axa
449
Axa
France
$420K -$644K -3,800 -60%
OAM
450
Oppenheimer Asset Management
New York
$420K – – –
16 17
18
19 20

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.