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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
ASN
576
Advisory Services Network
Georgia
$21K +$5.25K +31 +33%
FCB
577
First Command Bank
Texas
$19K – – –
FCFS
578
First Command Financial Services
Texas
$19K – – –
YWP
579
YorkBridge Wealth Partners
New York
$19K – – –
CBT
580
Capital Bank & Trust
California
$18K +$4.24K +25 +31%
AF
581
Advisornet Financial
Minnesota
$18K +$17.6K +104 New
SPIA
582
Steward Partners Investment Advisory
New York
$17K -$2.03K -12 -11%
BC
583
Bartlett & Co
Ohio
$17K – – –
CFG
584
Citizens Financial Group
Rhode Island
$17K – – –
DAM
585
Delta Asset Management
Tennessee
$17K – – –
FPFS
586
First Personal Financial Services
North Carolina
$17K +$16.9K +100 New
AWM
587
AllSquare Wealth Management
New York
$16K – – –
QAM
588
QCI Asset Management
New York
$15K +$15.2K +90 New
MWM
589
MinichMacGregor Wealth Management
New York
$14K -$508 -3 -3%
BHB
590
Bank Hapoalim BM
Israel
$13.5K – – –
SWA
591
Sutton Wealth Advisors
Florida
$13.3K – – –
RFA
592
Reilly Financial Advisors
California
$13K – – –
KA
593
Kaizen Advisory
Illinois
$12K +$12.5K +74 New
EWM
594
Edge Wealth Management
New York
$11K – – –
JFA
595
JNBA Financial Advisors
Minnesota
$10K – – –
SIC
596
Salem Investment Counselors
North Carolina
$10K – – –
SSB
597
Sandy Spring Bank
Maryland
$10K – – –
TL
598
TrueWealth LLC
Georgia
$10K +$10.5K +62 New
HFM
599
Hartford Financial Management
Connecticut
$9K – – –
VCM
600
Versant Capital Management
Arizona
$9K – – –
22 23
24
25 26

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.