Whirlpool
521 hedge funds and large institutions have $8.41B invested in Whirlpool in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 172 increasing their positions, 198 reducing their positions, and 73 closing their positions.
5% more capital invested
Capital invested by funds: $8.01B → $8.41B (+$405M)
1.07% less ownership
Funds ownership: 94.7% → 93.63% (-1.1%)
6% less funds holding
Funds holding: 554 → 521 (-33)
13% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 198
15% less call options, than puts
Call options by funds: $168M | Put options by funds: $199M
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
33% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 73
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$72M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$35.5M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$31.7M |
| 5 |
JP Morgan Chase
New York
|
+$28.9M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$116M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$81.1M |
| 3 |
Millennium Management
New York
|
-$33.4M |
| 4 |
AIG
American International Group
New York
|
-$25.8M |
| 5 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$22.2M |
WHR Hedge Fund Activity: Q2 2019 in Review
521 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2019, worth a combined $8.41B — up 5.1% from $8.01B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of WHR and 49 opened new positions — a net loss of 24 holders — while 198 trimmed existing stakes and 172 added.
The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Goldman Sachs, cutting an estimated $116M.
- 521 institutional investors held Whirlpool (WHR) as of Q2 2019, down from 554 in Q1 2019.
- Funds reported $8.41B of Whirlpool stock for Q2 2019, up 5.1% quarter-over-quarter.
- 49 funds opened new Whirlpool positions in Q2 2019 and 73 closed out, a net change of -24 holders.
- The largest Whirlpool buyer in Q2 2019 was Fidelity Investments, an estimated $142M added.
- The largest Whirlpool seller in Q2 2019 was Goldman Sachs, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2019.