Whirlpool
557 hedge funds and large institutions have $13.7B invested in Whirlpool in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 159 increasing their positions, 238 reducing their positions, and 46 closing their positions.
113% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 46
111% more funds holding in top 10
Funds holding in top 10: 9 → 19 (+10)
33% more capital invested
Capital invested by funds: $10.3B → $13.7B (+$3.4B)
9% more funds holding
Funds holding: 512 → 557 (+45)
0.2% more ownership
Funds ownership: 90.6% → 90.8% (+0.2%)
33% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 238
59% less call options, than puts
Call options by funds: $235M | Put options by funds: $573M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$118M |
| 2 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$78.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$61.4M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$59.9M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Marketfield Asset Management
New York
|
-$76.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.2M |
| 3 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$58.8M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$56.6M |
| 5 |
Goldman Sachs
New York
|
-$52.6M |
WHR Hedge Fund Activity: Q4 2014 in Review
557 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2014, worth a combined $13.7B — up 33% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new WHR positions and 46 closed out — a net gain of 52 holders — while 159 added to existing stakes and 238 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $118M. The largest seller was Marketfield Asset Management, cutting an estimated $76.7M.
- 557 institutional investors held Whirlpool (WHR) as of Q4 2014, up from 512 in Q3 2014.
- Funds reported $13.7B of Whirlpool stock for Q4 2014, up 33% quarter-over-quarter.
- 98 funds opened new Whirlpool positions in Q4 2014 and 46 closed out, a net change of +52 holders.
- The largest Whirlpool buyer in Q4 2014 was Citadel Advisors, an estimated $118M added.
- The largest Whirlpool seller in Q4 2014 was Marketfield Asset Management, an estimated $76.7M sold.
Based on aggregated 13F filings for Q4 2014.