We are live on ! Find out more
WHR icon

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
VAS
576
Vestmark Advisory Solutions
Massachusetts
– -$439K -2,773 Closed
FSA
577
Financial Sense Advisors
California
– -$438K -2,765 Closed
DADC
578
D.A. Davidson & Co
Montana
– -$416K -2,627 Closed
AF
579
AMG Funds
Connecticut
– -$400K -2,524 Closed
MFG
580
MidWestOne Financial Group
Iowa
– -$323K -2,036 Closed
DCM
581
Dimension Capital Management
Florida
– -$306K -1,933 Closed
DCM
582
Driehaus Capital Management
Illinois
– -$290K -1,831 Closed
HAG
583
HighPoint Advisor Group
Illinois
– -$280K -1,812 Closed
CAN
584
Cetera Advisor Networks
California
– -$275K -1,736 Closed
FDS
585
First Dallas Securities
Texas
– -$261K -1,650 Closed
DC
586
Davenport & Co
Virginia
– -$221K -1,550 Closed
JIR
587
James Investment Research
Ohio
– -$245K -1,550 Closed
CCM
588
Crabel Capital Management
California
– -$241K -1,524 Closed
MC
589
Miramar Capital
Illinois
– -$225K -1,400 Closed
CC
590
Chicago Capital
Illinois
– -$207K -1,304 Closed
NAM
591
NorthCoast Asset Management
Connecticut
– -$205K -1,296 Closed
Credit Agricole
592
Credit Agricole
France
– -$158K -1,000 Closed
PI
593
PEAK6 Investments
Illinois
– -$106K -705 Closed
Walleye Trading
594
Walleye Trading
New York
– -$56.6K -375 Closed
CAPTRUST Financial Advisors
595
CAPTRUST Financial Advisors
North Carolina
– -$46K -293 Closed
HFM
596
Harvest Fund Management
China
– -$36K -230 Closed
AIC
597
Ameritas Investment Company
Nebraska
– -$18K -119 Closed
CFD
598
Creative Financial Designs
Indiana
– -$18K -116 Closed
GSWM
599
Golden State Wealth Management
California
– -$11K -72 Closed
PCIA
600
Prime Capital Investment Advisors
Kansas
– -$10K -62 Closed
21 22 23
24
25

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.