Whirlpool
553 hedge funds and large institutions have $10.9B invested in Whirlpool in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 141 increasing their positions, 230 reducing their positions, and 55 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
80% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 55
35% more capital invested
Capital invested by funds: $8.1B → $10.9B (+$2.84B)
8% more funds holding
Funds holding: 513 → 553 (+40)
4.69% less ownership
Funds ownership: 100.62% → 95.93% (-4.7%)
10% less call options, than puts
Call options by funds: $180M | Put options by funds: $201M
39% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 230
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$180M |
| 2 |
Millennium Management
New York
|
+$41.6M |
| 3 |
Holocene Advisors
New York
|
+$32.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$26M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
-$115M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$74M |
| 3 |
Primecap Management
Pasadena,
California
|
-$67.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.2M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$58.9M |
WHR Hedge Fund Activity: Q3 2020 in Review
553 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2020, worth a combined $10.9B — up 35% from $8.1B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WHR positions and 55 closed out — a net gain of 44 holders — while 141 added to existing stakes and 230 trimmed.
The largest buyer was Nuveen, adding an estimated $180M. The largest seller was ACR Alpine Capital Research, cutting an estimated $115M.
- 553 institutional investors held Whirlpool (WHR) as of Q3 2020, up from 513 in Q2 2020.
- Funds reported $10.9B of Whirlpool stock for Q3 2020, up 35% quarter-over-quarter.
- 99 funds opened new Whirlpool positions in Q3 2020 and 55 closed out, a net change of +44 holders.
- The largest Whirlpool buyer in Q3 2020 was Nuveen, an estimated $180M added.
- The largest Whirlpool seller in Q3 2020 was ACR Alpine Capital Research, an estimated $115M sold.
Based on aggregated 13F filings for Q3 2020.