Whirlpool
516 hedge funds and large institutions have $9.99B invested in Whirlpool in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 51 closing their positions.
14% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 51
1.01% more ownership
Funds ownership: 91.14% → 92.15% (+1%)
1% more funds holding
Funds holding: 513 → 516 (+3)
5% less capital invested
Capital invested by funds: $10.5B → $9.99B (-$554M)
10% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 198
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
52% less call options, than puts
Call options by funds: $191M | Put options by funds: $399M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$97.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$75.3M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$60.2M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$55.2M |
| 5 |
HEIP
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
+$46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$97.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$76.1M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$53.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$42.5M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$38.5M |
WHR Hedge Fund Activity: Q2 2014 in Review
516 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2014, worth a combined $9.99B — down 5.3% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new WHR positions and 51 closed out — a net gain of 7 holders — while 178 added to existing stakes and 198 trimmed.
The largest buyer was Norges Bank, adding an estimated $97.7M. The largest seller was JP Morgan Chase, cutting an estimated $97.2M.
- 516 institutional investors held Whirlpool (WHR) as of Q2 2014, up from 513 in Q1 2014.
- Funds reported $9.99B of Whirlpool stock for Q2 2014, down 5.3% quarter-over-quarter.
- 58 funds opened new Whirlpool positions in Q2 2014 and 51 closed out, a net change of +7 holders.
- The largest Whirlpool buyer in Q2 2014 was Norges Bank, an estimated $97.7M added.
- The largest Whirlpool seller in Q2 2014 was JP Morgan Chase, an estimated $97.2M sold.
Based on aggregated 13F filings for Q2 2014.