Whirlpool
622 hedge funds and large institutions have $9.72B invested in Whirlpool in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 215 increasing their positions, 243 reducing their positions, and 75 closing their positions.
1% more ownership
Funds ownership: 88.82% → 89.82% (+1%)
3% less funds holding
Funds holding: 639 → 622 (-17)
10% less capital invested
Capital invested by funds: $10.8B → $9.72B (-$1.03B)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
12% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 243
13% less call options, than puts
Call options by funds: $197M | Put options by funds: $226M
15% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$249M |
| 2 |
Lazard Asset Management
New York
|
+$116M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$102M |
| 4 |
Goldman Sachs
New York
|
+$80.3M |
| 5 |
Millennium Management
New York
|
+$63.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$211M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$181M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$130M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$51.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$49.6M |
WHR Hedge Fund Activity: Q1 2018 in Review
622 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2018, worth a combined $9.72B — down 9.6% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of WHR and 64 opened new positions — a net loss of 11 holders — while 243 trimmed existing stakes and 215 added.
The largest buyer was Primecap Management, adding an estimated $249M. The largest seller was OppenheimerFunds, cutting an estimated $211M.
- 622 institutional investors held Whirlpool (WHR) as of Q1 2018, down from 639 in Q4 2017.
- Funds reported $9.72B of Whirlpool stock for Q1 2018, down 9.6% quarter-over-quarter.
- 64 funds opened new Whirlpool positions in Q1 2018 and 75 closed out, a net change of -11 holders.
- The largest Whirlpool buyer in Q1 2018 was Primecap Management, an estimated $249M added.
- The largest Whirlpool seller in Q1 2018 was OppenheimerFunds, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2018.