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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
EA
601
Edge Advisors
Georgia
$9K +$1.69K +10 +21%
THWM
602
Taylor Hoffman Wealth Management
Virginia
$9K +$8.64K +51 New
CAC
603
Certified Advisory Corp
Florida
$9K +$9.49K +56 New
PMFA
604
Plante Moran Financial Advisors
Michigan
$8K -$38.6K -228 -84%
GT
605
Greenleaf Trust
Michigan
$8K -$10.8K -64 -58%
KF
606
Krilogy Financial
Missouri
$8K – – –
PCFFS
607
Pacific Center for Financial Services
California
$8K – – –
GFP
608
Gryphon Financial Partners
Ohio
$8K +$7.46K +44 New
WWM
609
Willingdon Wealth Management
North Carolina
$8K +$8.47K +50 New
WPA
610
West Paces Advisors
Georgia
$7.08K -$1.19K -7 -14%
AIS
611
Accurate Investment Solutions
Pennsylvania
$7K – – –
MOS
612
MGO One Seven
Ohio
$7K +$6.61K +39 New
FMA
613
FNY Managed Accounts
New York
$7K +$7.12K +42 New
AC
614
Avestar Capital
New York
$7K +$8.13K +48 New
BTIS
615
BB&T Investment Services
North Carolina
$6K -$16.6K -98 -77%
EARNEST Partners
616
EARNEST Partners
Georgia
$6K +$6.27K +37 New
RE
617
RBC Europe
United Kingdom
$5.57K – – –
AIL
618
AGF Investments LLC
Ontario, Canada
$5K – – –
PCA
619
Providence Capital Advisors
North Carolina
$5K +$4.91K +29 New
SP
620
SWS Partners
Ohio
$5K +$5.42K +32 New
FFG
621
Ford Financial Group
California
$5K +$5.59K +33 New
LFA
622
Legacy Financial Advisors
Kentucky
$5K +$5.59K +33 New
AF
623
Allworth Financial
California
$4K – – –
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
NCM
625
New Capital Management
Texas
$4K – – –
23 24
25
26 27

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.