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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
ADL
626
Asset Dedication LLC
California
$4K +$1.69K +10 +63%
FFC
627
First Financial Corp
Indiana
$3K – – –
TWA
628
TCI Wealth Advisors
Arizona
$3K – – –
TFO
629
Tarbox Family Office
California
$2K -$1.02K -6 -35%
HS
630
Horan Securities
United States
$2K – – –
VIA
631
Vantage Investment Advisors
Pennsylvania
$2K – – –
WCM
632
Wealthcare Capital Management
Virginia
$2K +$2.03K +12 New
Walleye Trading
633
Walleye Trading
New York
$1.15K +$1.15M +6,793 New
NR
634
Newfound Research
Massachusetts
$1K -$169 -1 -14%
Carson Wealth (CWM LLC)
635
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
EFSCE
636
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
GI
638
Gradient Investments
Minnesota
$1K +$1.02K +6 New
PCG
639
Private Capital Group
Connecticut
$62 +$62.7K +370 New
ETC
640
Evercore Trust Company
New York
– -$250M -1,355,246 Closed
AL
641
Appaloosa LP
New Jersey
– -$67.5M -365,976 Closed
ClearBridge Investments
642
ClearBridge Investments
New York
– -$38.1M -206,386 Closed
AT
643
AMF Tjänstepension
Sweden
– -$37M -200,764 Closed
Credit Agricole
644
Credit Agricole
France
– -$30M -162,836 Closed
Lord, Abbett & Co
645
Lord, Abbett & Co
New Jersey
– -$29.7M -161,000 Closed
TAM
646
Todd Asset Management
Kentucky
– -$27.8M -150,706 Closed
CCMG
647
Clark Capital Management Group
Pennsylvania
– -$18.1M -97,867 Closed
TCGI
648
Three Corner Global Investors
New York
– -$17.6M -95,330 Closed
PP
649
Prudential plc
United Kingdom
– -$15.6M -84,819 Closed
JCM
650
Janney Capital Management
Pennsylvania
– -$12.9M -70,174 Closed
24 25
26
27 28

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.