Whirlpool
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.
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
Top Buyers
| 1 |
Primecap Management
Pasadena,
California
|
+$142M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$116M |
| 3 |
LCS
Levin Capital Strategies
New York
|
+$112M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$61.2M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$42.3M |
Top Sellers
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.