Whirlpool
482 hedge funds and large institutions have $10.6B invested in Whirlpool in 2013 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 145 increasing their positions, 201 reducing their positions, and 53 closing their positions.
64% more funds holding in top 10
Funds holding in top 10: 11 → 18 (+7)
49% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 53
29% more capital invested
Capital invested by funds: $8.25B → $10.6B (+$2.37B)
5% more funds holding
Funds holding: 458 → 482 (+24)
0.42% more ownership
Funds ownership: 91.08% → 91.5% (+0.42%)
28% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 201
52% less call options, than puts
Call options by funds: $219M | Put options by funds: $455M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$82.8M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$81.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$71.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$64.3M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$53.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$161M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$81.3M |
| 3 |
Renaissance Technologies
New York
|
-$47.4M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$40.8M |
| 5 |
Morgan Stanley
New York
|
-$39.1M |
WHR Hedge Fund Activity: Q3 2013 in Review
482 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2013, worth a combined $10.6B — up 29% from $8.25B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new WHR positions and 53 closed out — a net gain of 26 holders — while 145 added to existing stakes and 201 trimmed.
The largest buyer was Odey Asset Management Group, adding an estimated $82.8M. The largest seller was Fidelity Investments, cutting an estimated $161M.
- 482 institutional investors held Whirlpool (WHR) as of Q3 2013, up from 458 in Q2 2013.
- Funds reported $10.6B of Whirlpool stock for Q3 2013, up 29% quarter-over-quarter.
- 79 funds opened new Whirlpool positions in Q3 2013 and 53 closed out, a net change of +26 holders.
- The largest Whirlpool buyer in Q3 2013 was Odey Asset Management Group, an estimated $82.8M added.
- The largest Whirlpool seller in Q3 2013 was Fidelity Investments, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2013.