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Whirlpool
WHR

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
521
Holders Change
-33
Holders Change %
-5.96%
% of All Funds
11.32%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
49
Increased
172
Reduced
198
Closed
73
Calls
$168M
Puts
$199M
Net Calls
-$30.8M
Net Calls Change
-$5.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$72M
3
N
Nuveen
North Carolina
+$35.5M
4
Marshall Wace
Marshall Wace
United Kingdom
+$31.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$28.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$116M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$81.1M
3
Millennium Management
Millennium Management
New York
-$33.4M
4
AIG
American International Group
New York
-$25.8M
5
FC
Fairpointe Capital
Illinois
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
576
Bremer Bank National Association
Minnesota
– -$55K -399 Closed
WAM
577
Wealthspire Advisors (Maryland)
Maryland
– -$50K -375 Closed
NSIM
578
North Star Investment Management
Illinois
– -$46K -345 Closed
OFS
579
Orrstown Financial Services
Pennsylvania
– -$43K -324 Closed
SQA
580
Simon Quick Advisors
New Jersey
– -$40K -300 Closed
CAM
581
Cresset Asset Management
Illinois
– -$37K -277 Closed
AIC
582
Ameritas Investment Company
Nebraska
– -$21K -160 Closed
MNBTD
583
Moody National Bank Trust Division
Texas
– -$16K -122 Closed
BAM
584
Bruderman Asset Management
New York
– -$13K -100 Closed
FC
585
Ferris Capital
Massachusetts
– -$11K -80 Closed
LFA
586
Legacy Financial Advisors
Kentucky
– -$7K -49 Closed
GI
587
Gradient Investments
Minnesota
– -$5K -35 Closed
MWM
588
Mascoma Wealth Management
New Hampshire
– -$3K -20 Closed
FGAM
589
Financial Gravity Asset Management
Texas
– -$1K -11 Closed
AIA
590
Alera Investment Advisors
Illinois
– -$1K -10 Closed
Fidelity International
591
Fidelity International
Bermuda
– -$134 -1 -33%
20 21 22 23
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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.