Whirlpool
616 hedge funds and large institutions have $10.4B invested in Whirlpool in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 200 increasing their positions, 203 reducing their positions, and 55 closing their positions.
131% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 55
11% more funds holding
Funds holding: 553 → 616 (+63)
0% less call options, than puts
Call options by funds: $176M | Put options by funds: $177M
1% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 203
4% less capital invested
Capital invested by funds: $10.9B → $10.4B (-$491M)
3.81% less ownership
Funds ownership: 95.93% → 92.13% (-3.8%)
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$39.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.7M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$31.2M |
| 5 |
BlackRock
New York
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$128M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$95.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$88.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.3M |
| 5 |
Millennium Management
New York
|
-$41.1M |
WHR Hedge Fund Activity: Q4 2020 in Review
616 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2020, worth a combined $10.4B — down 4.5% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new WHR positions and 55 closed out — a net gain of 72 holders — while 200 added to existing stakes and 203 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.2M. The largest seller was Primecap Management, cutting an estimated $128M.
- 616 institutional investors held Whirlpool (WHR) as of Q4 2020, up from 553 in Q3 2020.
- Funds reported $10.4B of Whirlpool stock for Q4 2020, down 4.5% quarter-over-quarter.
- 127 funds opened new Whirlpool positions in Q4 2020 and 55 closed out, a net change of +72 holders.
- The largest Whirlpool buyer in Q4 2020 was Morgan Stanley, an estimated $41.2M added.
- The largest Whirlpool seller in Q4 2020 was Primecap Management, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2020.