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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
ABC
651
Anchor Bolt Capital
Illinois
– -$11.4M -61,607 Closed
Natixis Advisors
652
Natixis Advisors
Massachusetts
– -$6.5M -35,231 Closed
PG
653
PEAK6 Group
Illinois
– -$5.92M -34,948 Closed
SFM
654
Signet Financial Management
New Jersey
– -$4.69M -25,448 Closed
TF
655
TIAA FSB
Florida
– -$3.88M -21,040 Closed
NFA
656
Nationwide Fund Advisors
Ohio
– -$3.82M -20,704 Closed
Rafferty Asset Management
657
Rafferty Asset Management
New York
– -$3.29M -17,817 Closed
MCA
658
Morris Capital Advisors
Pennsylvania
– -$2.96M -16,058 Closed
FWC
659
First Washington Corp
Washington
– -$2.72M -14,746 Closed
Twin Tree Management
660
Twin Tree Management
Texas
– -$2.25M -13,282 Closed
Tudor Investment Corp
661
Tudor Investment Corp
Connecticut
– -$2.41M -13,080 Closed
BPC
662
Banque Pictet & Cie
Switzerland
– -$2.03M -11,000 Closed
B
663
BP
United Kingdom
– -$1.84M -10,000 Closed
SG
664
Swarthmore Group
Pennsylvania
– -$1.77M -9,600 Closed
CC
665
Cannell & Co
New York
– -$1.63M -8,825 Closed
HHC
666
Hutchin Hill Capital
New York
– -$1.49M -8,100 Closed
SM
667
SG3 Management
Puerto Rico
– -$1.02M -6,000 Closed
WB
668
WesBanco Bank
West Virginia
– -$1M -5,436 Closed
FMBTD
669
First Midwest Bank Trust Division
Illinois
– -$937K -5,079 Closed
HW
670
Hancock Whitney
Mississippi
– -$885K -4,797 Closed
SIM
671
Sentry Investment Management
Wisconsin
– -$784K -4,249 Closed
CAG
672
Csenge Advisory Group
Florida
– -$548K -2,970 Closed
SW
673
SVB Wealth
Massachusetts
– -$537K -2,909 Closed
NCMW
674
Northern Capital Management (Wisconsin)
Wisconsin
– -$504K -2,735 Closed
PWPCM
675
Perella Weinberg Partners Capital Management
New York
– -$495 -2,682 Closed
25 26
27
28 29

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.