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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
BHWM
526
Bay Harbor Wealth Management
Maryland
$3K – – –
CA
527
Centerpoint Advisors
Massachusetts
$3K – – –
FRA
528
Front Row Advisors
California
$3K +$3.17K +21 New
ETC
529
Exchange Traded Concepts
Oklahoma
$3K +$3.47K +23 New
KFS
530
Kelly Financial Services
Massachusetts
$2.8K – – –
RIA
531
Realta Investment Advisors
Delaware
$2K -$3.32K -22 -67%
AIS
532
Accurate Investment Solutions
Pennsylvania
$2K – – –
EFSCE
533
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
FFC
534
First Financial Corp
Indiana
$2K – – –
LFG
535
Larson Financial Group
Missouri
$2K – – –
TFO
536
Tarbox Family Office
California
$2K – – –
EWA
537
Evolution Wealth Advisors
Florida
$2K +$151 +1 +7%
HR
538
Howe & Rusling
New York
$2K +$453 +3 +30%
UFF
539
USA Financial Formulas
Michigan
$2K +$2.42K +16 New
ACM
540
Allred Capital Management
Texas
$1.92K +$1.96K +13 New
PA
541
Parallel Advisors
California
$1K -$3.62K -24 -75%
Northwestern Mutual Wealth Management
542
Northwestern Mutual Wealth Management
Wisconsin
$1K -$2.72K -18 -82%
ZB
543
Zions Bancorporation
Utah
$1K -$2.42K -16 -73%
1NWS
544
1 North Wealth Services
Maryland
$1K – – –
EI
545
Ellevest Inc
New York
$1K – – –
FPFS
546
First Personal Financial Services
North Carolina
$1K – – –
GWS
547
Glassman Wealth Services
Virginia
$1K – – –
LF
548
Lee Financial
Texas
$1K – – –
LC
549
Lindbrook Capital
California
$1K – – –
Fidelity International
550
Fidelity International
Bermuda
$1K +$151 +1 +25%
20 21
22
23 24

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.