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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
IG
676
ING Group
Netherlands
– -$484K -2,624 Closed
LSA
677
L & S Advisors
California
– -$428K -2,318 Closed
NI
678
Numeric Investors
Massachusetts
– -$406K -2,200 Closed
BIC
679
Beach Investment Counsel
Pennsylvania
– -$350K -1,900 Closed
Franklin Resources
680
Franklin Resources
California
– -$329K -1,785 Closed
CB
681
Chemical Bank
Michigan
– -$298K -1,617 Closed
ZCA
682
Zeke Capital Advisors
Pennsylvania
– -$291K -1,579 Closed
AT
683
Argent Trust
Texas
– -$267K -1,450 Closed
AIM
684
Alambic Investment Management
California
– -$261K -1,414 Closed
RTS
685
Round Table Services
New Jersey
– -$257K -1,396 Closed
CONA
686
Capital One National Association
New York
– -$257K -1,391 Closed
PI
687
Putnam Investments
Massachusetts
– -$255K -1,383 Closed
CCM
688
CrestPoint Capital Management
Missouri
– -$240K -1,300 Closed
W
689
Wealthfront
California
– -$222K -1,204 Closed
HIC
690
Holderness Investments Company
North Carolina
– -$221K -1,200 Closed
BA
691
BKS Advisors
Michigan
– -$217K -1,177 Closed
GS
692
Girard Securities
California
– -$210K -1,144 Closed
UCFA
693
United Capital Financial Advisors
Texas
– -$205K -1,113 Closed
EFS
694
Essex Financial Services
Connecticut
– -$205K -1,112 Closed
ONB
695
Old National Bancorp
Indiana
– -$204K -1,107 Closed
WKWM
696
Walter & Keenan Wealth Management
Indiana
– -$203K -1,100 Closed
Capstone Investment Advisors
697
Capstone Investment Advisors
New York
– -$201K -1,095 Closed
IUHSA
698
Itau Unibanco Holding S.A.
Brazil
– -$611K -1,047 Closed
NFG
699
Next Financial Group
Texas
– -$81K -455 Closed
BONST
700
Bank of Nova Scotia Trust
Ontario, Canada
– -$80K -435 Closed
25 26 27
28
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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.