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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
RJT
201
Raymond James Trust
Florida
$3.01M +$130K +765 +4%
BUB
202
BBVA USA Bancshares
Texas
$2.99M -$1.2M -7,072 -28%
RAM
203
Redmond Asset Management
Virginia
$2.94M -$142K -839 -5%
HWM
204
Holloway Wealth Management
Florida
$2.93M – – –
PCM
205
Palouse Capital Management
Washington
$2.91M -$7.29K -43 -0.2%
Janus Henderson Group
206
Janus Henderson Group
United Kingdom
$2.9M -$423K -2,499 -13%
PP
207
Patten & Patten
Tennessee
$2.85M -$137K -806 -5%
EGM
208
Engineers Gate Manager
New York
$2.81M +$2.83M +16,695 New
NMIMC
209
Northwestern Mutual Investment Management Company
Wisconsin
$2.74M -$22.2K -131 -0.8%
CWM
210
CIBC World Markets
New York
$2.73M +$824K +4,862 +43%
ERSOT
211
Employees Retirement System of Texas
Texas
$2.7M -$5.76M -34,000 -68%
SC
212
Scotia Capital
Ontario, Canada
$2.65M +$781K +4,610 +42%
TH
213
Timber Hill
Connecticut
$2.61M +$2.63M +15,495 New
HCM
214
Hodges Capital Management
Texas
$2.61M -$1.21M -7,148 -32%
AOWM
215
Alpha Omega Wealth Management
Virginia
$2.59M +$34.4K +203 +1%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$2.57M +$162K +958 +7%
TAF
217
Tredje AP-fonden
Sweden
$2.57M +$495K +2,920 +24%
HIMCH
218
Hartford Investment Management Co (HIMCO)
Connecticut
$2.49M -$155K -912 -6%
FIM
219
Freedom Investment Management
Connecticut
$2.48M +$2.49M +14,713 New
DMIC
220
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.45M +$170K +1,003 +7%
RIM
221
Regent Investment Management
Kentucky
$2.44M +$138K +815 +6%
ZIG
222
Zurich Insurance Group
Switzerland
$2.43M +$211K +1,246 +9%
NA
223
Navellier & Associates
Nevada
$2.42M +$2.43M +14,337 New
MC
224
Mathes Company
New York
$2.4M -$4.24K -25 -0.2%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$2.33M -$630K -3,716 -21%
7 8
9
10 11

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.