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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
PFBT
451
Parkside Financial Bank & Trust
Missouri
$62K +$906 +6 +1%
ACM
452
AUA Capital Management
Pennsylvania
$60K -$51.6K -342 -46%
PMFA
453
Plante Moran Financial Advisors
Michigan
$58K +$48.9K +324 +484%
ACA
454
Atlas Capital Advisors
Wyoming
$55.9K – – –
IA
455
IFP Advisors
Florida
$55K -$7.1K -47 -11%
WB
456
West Bancorporation
Iowa
$55K +$56.3K +373 New
GT
457
Glenmede Trust
Pennsylvania
$50K – – –
SFSIG
458
San Francisco Sentry Investment Group
California
$49K – – –
NSIM
459
North Star Investment Management
Illinois
$48K -$2.87K -19 -6%
SQA
460
Simon Quick Advisors
New Jersey
$44K – – –
AA
461
Ancora Advisors
Ohio
$44K +$45.3K +300 New
AP
462
Americana Partners
Texas
$43K +$44.1K +292 New
BWM
463
Baystate Wealth Management
Massachusetts
$42K +$302 +2 +0.7%
TRCT
464
Tower Research Capital (TRC)
New York
$37K -$307K -2,036 -89%
TAIM
465
TD Ameritrade Investment Management
Nebraska
$37K +$12.2K +81 +48%
SWM
466
Sugarloaf Wealth Management
Georgia
$36K +$37.3K +247 New
LWCFA
467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K -$906 -6 -3%
GWM
468
Geneos Wealth Management
Colorado
$33K +$13.3K +88 +62%
OIA
469
Optimum Investment Advisors
Illinois
$30K -$14.5K -96 -32%
ST
470
Smithfield Trust
Pennsylvania
$30K – – –
WAP
471
Wealthcare Advisory Partners
Pennsylvania
$30K – – –
TCWM
472
Total Clarity Wealth Management
Illinois
$30K +$30.2K +200 New
SPIA
473
Steward Partners Investment Advisory
New York
$28K -$12.1K -80 -29%
GLI
474
Guardian Life Insurance
New York
$27K +$1.06K +7 +4%
DSC
475
Duncker Streett & Co
Missouri
$27K +$27.2K +180 New
17 18
19
20 21

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.