Whirlpool
513 hedge funds and large institutions have $8.1B invested in Whirlpool in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 151 increasing their positions, 199 reducing their positions, and 71 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
54% more capital invested
Capital invested by funds: $5.28B → $8.1B (+$2.83B)
25% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 71
2.5% more ownership
Funds ownership: 98.12% → 100.62% (+2.5%)
2% more funds holding
Funds holding: 501 → 513 (+12)
12% less call options, than puts
Call options by funds: $105M | Put options by funds: $120M
24% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$174M |
| 2 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$79.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$55.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$45.4M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.8M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$41.1M |
| 3 |
Primecap Management
Pasadena,
California
|
-$35.4M |
| 4 |
Citigroup
New York
|
-$29.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$27.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LF
576
Lee Financial
Dallas,
Texas
| – | -$1K | -10 | Closed |
|
|
EFSCE
577
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -9 | Closed |
|
|
MCM
578
MV Capital Management
Bethesda,
Maryland
| – | -$1K | -9 | Closed |
|
|
SFSIG
579
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$1K | -8 | Closed |
|
|
AS
580
Altshuler Shaham
Tel Aviv,
Israel
| – | -$1K | -6 | Closed |
|
|
AWA
581
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$257 | -3 | Closed |
|
|
ST
582
Sageworth Trust
Lancaster,
Pennsylvania
| – | +$229 | +2 | New |
|
583
Simplex Trading
Chicago,
Illinois
| – | +$298K | +2,600 | New |
|
WHR Hedge Fund Activity: Q2 2020 in Review
513 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2020, worth a combined $8.1B — up 54% from $5.28B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new WHR positions and 71 closed out — a net gain of 18 holders — while 151 added to existing stakes and 199 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $174M. The largest seller was Vanguard Group, cutting an estimated $54.8M.
- 513 institutional investors held Whirlpool (WHR) as of Q2 2020, up from 501 in Q1 2020.
- Funds reported $8.1B of Whirlpool stock for Q2 2020, up 54% quarter-over-quarter.
- 89 funds opened new Whirlpool positions in Q2 2020 and 71 closed out, a net change of +18 holders.
- The largest Whirlpool buyer in Q2 2020 was Fidelity Investments, an estimated $174M added.
- The largest Whirlpool seller in Q2 2020 was Vanguard Group, an estimated $54.8M sold.
Based on aggregated 13F filings for Q2 2020.