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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
SBAM
26
Santa Barbara Asset Management
California
$110M -$2.36M -13,930 -2%
FC
27
Fairpointe Capital
Illinois
$102M +$23.6M +139,584 +30%
Invesco
28
Invesco
Georgia
$94.5M -$131K -771 -0.1%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$92.9M +$7.39M +43,618 +9%
Morgan Stanley
30
Morgan Stanley
New York
$91.5M +$2.45M +14,490 +3%
Charles Schwab
31
Charles Schwab
California
$80.8M +$2.97M +17,532 +4%
Ameriprise
32
Ameriprise
Minnesota
$80.7M -$11.8M -69,493 -13%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$78.7M +$61.2M +360,990 +341%
Goldman Sachs
34
Goldman Sachs
New York
$76.3M +$26.2M +154,636 +52%
Legal & General Group
35
Legal & General Group
United Kingdom
$68M -$904K -5,336 -1%
EIP
36
Epoch Investment Partners
New York
$65.3M -$3.64M -21,480 -5%
Deutsche Bank
37
Deutsche Bank
Germany
$62.2M -$44.4M -262,306 -42%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$59.1M -$123K -727 -0.2%
Wells Fargo
39
Wells Fargo
California
$56.1M -$45.9M -271,086 -45%
TSAM
40
Trinity Street Asset Management
United Kingdom
$50.9M +$5.38M +31,773 +12%
TCIM
41
TIAA CREF Investment Management
New York
$50.2M -$8.41M -49,653 -14%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$49.4M -$123M -727,079 -71%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$48.1M +$28.8M +170,073 +152%
PPA
44
Parametric Portfolio Associates
Washington
$46.3M -$3.84M -22,658 -8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$45.5M -$474K -2,800 -1%
GC
46
Guggenheim Capital
Illinois
$43.2M +$5.03M +29,680 +13%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$41.6M -$492K -2,903 -1%
CGT
48
Capital Guardian Trust
California
$41.1M -$779K -4,600 -2%
UBS AM
49
UBS AM
Illinois
$39.8M +$668K +3,944 +2%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$39.5M +$159K +936 +0.4%
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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.