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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
NSIM
551
North Star Investment Management
Illinois
$57K +$169 +1 +0.3%
WTB
552
Washington Trust Bank
Washington
$51K -$25.9K -153 -34%
RWA
553
Ropes Wealth Advisors
Massachusetts
$51K – – –
FNB
554
Farmers National Bank
Kentucky
$51K +$51.5K +304 New
AIM
555
Anchor Investment Management
South Carolina
$50.6K – – –
BWM
556
Baystate Wealth Management
Massachusetts
$45K – – –
WA
557
WealthTrust-Arizona
Arizona
$42K +$8.47K +50 +25%
GLI
558
Guardian Life Insurance
New York
$40K +$11.7K +69 +41%
SQA
559
Simon Quick Advisors
New Jersey
$39K +$36.1K +213 New
WB
560
Webster Bank
Connecticut
$37K -$26.3K -155 -41%
CPIG
561
Chicago Partners Investment Group
Illinois
$36K – – –
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$34K – – –
HI
563
Hudock Inc
Pennsylvania
$33K – – –
PA
564
Parallel Advisors
California
$33K +$169 +1 +0.5%
DSC
565
Duncker Streett & Co
Missouri
$30K – – –
TCOV
566
Trust Company of Vermont
Vermont
$29K – – –
FRA
567
Front Row Advisors
California
$29K +$28.6K +169 New
GWM
568
Geneos Wealth Management
Colorado
$28K – – –
SLF
569
Sun Life Financial
Ontario, Canada
$27K -$64.4K -380 -71%
CAW
570
Cornerstone Advisors (Washington)
Washington
$26K -$2.03K -12 -7%
CTC
571
Central Trust Company
Missouri
$26K – – –
GRP
572
Global Retirement Partners
California
$25K -$5.59K -33 -18%
ATC
573
Adirondack Trust Company
New York
$25K – – –
DCM
574
Delpha Capital Management
New York
$25K +$25.1K +148 New
EWM
575
Evercore Wealth Management
New York
$24K – – –
21 22
23
24 25

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.