Whirlpool
512 hedge funds and large institutions have $10.3B invested in Whirlpool in 2014 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 160 increasing their positions, 214 reducing their positions, and 61 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
3% more capital invested
Capital invested by funds: $9.99B → $10.3B (+$268M)
0% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 61
1% less funds holding
Funds holding: 516 → 512 (-4)
2% less call options, than puts
Call options by funds: $458M | Put options by funds: $469M
1.54% less ownership
Funds ownership: 92.15% → 90.6% (-1.5%)
25% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 214
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$333M |
| 2 |
MAM
Marketfield Asset Management
New York
|
+$193M |
| 3 |
AM
Appaloosa Management
Miami Beach,
Florida
|
+$146M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$121M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$115M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$95.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$87M |
| 4 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
-$81.9M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$79.7M |
WHR Hedge Fund Activity: Q3 2014 in Review
512 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2014, worth a combined $10.3B — up 2.7% from $9.99B a quarter earlier.
Fund positioning in WHR was balanced in Q3 2014: 61 funds opened new positions, 61 closed out, 160 added to existing stakes and 214 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $333M. The largest seller was BlackRock Institutional Trust, cutting an estimated $115M.
- 512 institutional investors held Whirlpool (WHR) as of Q3 2014, down from 516 in Q2 2014.
- Funds reported $10.3B of Whirlpool stock for Q3 2014, up 2.7% quarter-over-quarter.
- 61 funds opened new Whirlpool positions in Q3 2014 and 61 closed out, a net change of 0 holders.
- The largest Whirlpool buyer in Q3 2014 was Fidelity Investments, an estimated $333M added.
- The largest Whirlpool seller in Q3 2014 was BlackRock Institutional Trust, an estimated $115M sold.
Based on aggregated 13F filings for Q3 2014.