Whirlpool
566 hedge funds and large institutions have $12.3B invested in Whirlpool in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 203 increasing their positions, 193 reducing their positions, and 55 closing their positions.
82% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 55
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
20% more capital invested
Capital invested by funds: $10.3B → $12.3B (+$2.02B)
8% more funds holding
Funds holding: 526 → 566 (+40)
3.35% more ownership
Funds ownership: 90.37% → 93.72% (+3.3%)
5% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 193
35% less call options, than puts
Call options by funds: $167M | Put options by funds: $258M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$513M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$107M |
| 3 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$73.2M |
| 4 |
O
OppenheimerFunds
New York
|
+$57.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$44.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$108M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$85M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$80.7M |
| 4 |
JP Morgan Chase
New York
|
-$66.8M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$65.7M |
WHR Hedge Fund Activity: Q1 2016 in Review
566 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2016, worth a combined $12.3B — up 20% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new WHR positions and 55 closed out — a net gain of 45 holders — while 203 added to existing stakes and 193 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $513M. The largest seller was Institutional Capital, cutting an estimated $108M.
- 566 institutional investors held Whirlpool (WHR) as of Q1 2016, up from 526 in Q4 2015.
- Funds reported $12.3B of Whirlpool stock for Q1 2016, up 20% quarter-over-quarter.
- 100 funds opened new Whirlpool positions in Q1 2016 and 55 closed out, a net change of +45 holders.
- The largest Whirlpool buyer in Q1 2016 was Royal London Asset Management, an estimated $513M added.
- The largest Whirlpool seller in Q1 2016 was Institutional Capital, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2016.