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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
Point72 Asset Management
76
Point72 Asset Management
Connecticut
$20.5M +$3.58M +21,131 +21%
AllianceBernstein
77
AllianceBernstein
Tennessee
$20.2M -$2.22M -13,117 -10%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$19.8M -$149K -879 -0.7%
JMPWA
79
JP Morgan Private Wealth Advisors
California
$19.5M -$991K -5,851 -5%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$18.9M -$2.16M -12,720 -10%
TA
81
Teachers Advisors
New York
$18.7M -$7.41M -43,736 -28%
PI
82
PGGM Investments
Netherlands
$18.4M -$13.4M -79,213 -42%
Principal Financial Group
83
Principal Financial Group
Iowa
$18.3M -$44.6K -263 -0.2%
AWCI
84
Alpine Woods Capital Investors
New York
$17.9M +$2.29M +13,500 +15%
OTPPB
85
Ontario Teachers' Pension Plan Board
Ontario, Canada
$17.8M +$198K +1,169 +1%
Voloridge Investment Management
86
Voloridge Investment Management
Florida
$17.8M +$17.9M +105,508 New
FIM
87
Foresters Investment Management
New York
$17.6M -$9.5M -56,045 -35%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$17.2M +$17.3M +102,100 New
USAA
89
United Services Automobile Association
Texas
$17.1M -$46.8K -276 -0.3%
CS
90
Cannell & Spears
New York
$16.5M -$56.9K -336 -0.3%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$16.2M -$2.8M -16,530 -15%
CS
92
Credit Suisse
Switzerland
$15.9M -$4.7M -27,743 -23%
BC
93
Burney Company
Virginia
$15.9M +$295K +1,744 +2%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$15.6M -$629K -3,714 -4%
APG Asset Management
95
APG Asset Management
Netherlands
$14.8M -$33.9K -200 -0.2%
National Pension Service
96
National Pension Service
South Korea
$14.7M +$487K +2,874 +3%
Federated Hermes
97
Federated Hermes
Pennsylvania
$14.6M -$5.34M -31,513 -27%
CAG
98
Crestwood Advisors Group
Massachusetts
$14.2M -$220K -1,296 -2%
Allianz Asset Management
99
Allianz Asset Management
Germany
$13.7M -$9.43M -55,645 -41%
SB
100
Suntrust Banks
Georgia
$13.2M -$1.81M -10,708 -12%
2 3
4
5 6

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.