We are live on ! Find out more
WHR icon

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
VIA
501
Virtus Investment Advisers
Connecticut
$233K -$30.2K -178 -11%
PLFAM
502
Pineno Levin & Ford Asset Management
Virginia
$231K +$232K +1,369 New
PCMC
503
Paragon Capital Management (Colorado)
Colorado
$224K +$169 +1 +0.1%
CCA
504
Catalyst Capital Advisors
New York
$219K – – –
CIA
505
Capital Investment Advisors
Georgia
$218K -$2.75M -16,241 -93%
BTW
506
Boston Trust Walden
Massachusetts
$217K -$84.7K -500 -28%
GXMC
507
Global X Management Company
New York
$216K +$2.54K +15 +1%
MC
508
Moors & Cabot
Massachusetts
$211K +$217K +1,280 New
AWP
509
Ascent Wealth Partners
New York
$208K – – –
FANJ
510
Financial Architects (New Jersey)
New Jersey
$206K -$2.54K -15 -1%
FNBT
511
FineMark National Bank & Trust
Florida
$202K – – –
NSAM
512
North Star Asset Management
Wisconsin
$202K – – –
CBA
513
Coastal Bridge Advisors
Connecticut
$201K +$1.02K +6 +0.5%
CPA
514
Clear Perspective Advisors
Illinois
$197K +$84.7K +500 +75%
SC
515
SRB Corp
Massachusetts
$195K +$16.6K +98 +9%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$184K +$10.2K +60 +6%
ACM
517
AUA Capital Management
Pennsylvania
$183K +$8.47K +50 +5%
VFA
518
Valeo Financial Advisors
Indiana
$177K +$59.3K +350 +50%
WAM
519
Wealthspire Advisors (Maryland)
Maryland
$174K +$12.5K +74 +8%
WAS
520
WESPAC Advisors SoCal
California
$168K – – –
RIM
521
Rampart Investment Management
Connecticut
$167K +$13.9K +82 +9%
NMC
522
Nine Masts Capital
Hong Kong
$154K +$155K +914 New
NSB
523
Norway Savings Bank
Maine
$152K – – –
SWP
524
Stratos Wealth Partners
Ohio
$141K +$141K +835 New
C
525
Cerebellum
California
$128K +$128K +758 New
19 20
21
22 23

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.