Whirlpool
661 hedge funds and large institutions have $12.4B invested in Whirlpool in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 243 increasing their positions, 204 reducing their positions, and 65 closing their positions.
34% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 65
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 204
3% more funds holding
Funds holding: 643 → 661 (+18)
0.21% more ownership
Funds ownership: 90.94% → 91.15% (+0.21%)
1% less capital invested
Capital invested by funds: $12.6B → $12.4B (-$162M)
9% less call options, than puts
Call options by funds: $263M | Put options by funds: $290M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$236M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$27.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$22.8M |
| 4 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$20.7M |
| 5 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$103M |
| 2 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$72.9M |
| 3 |
Bank of New York Mellon
New York
|
-$59.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$40.3M |
WHR Hedge Fund Activity: Q2 2021 in Review
661 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2021, worth a combined $12.4B — down 1.3% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new WHR positions and 65 closed out — a net gain of 22 holders — while 243 added to existing stakes and 204 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $236M. The largest seller was Primecap Management, cutting an estimated $103M.
- 661 institutional investors held Whirlpool (WHR) as of Q2 2021, up from 643 in Q1 2021.
- Funds reported $12.4B of Whirlpool stock for Q2 2021, down 1.3% quarter-over-quarter.
- 87 funds opened new Whirlpool positions in Q2 2021 and 65 closed out, a net change of +22 holders.
- The largest Whirlpool buyer in Q2 2021 was Capital International Investors, an estimated $236M added.
- The largest Whirlpool seller in Q2 2021 was Primecap Management, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2021.