Whirlpool
522 hedge funds and large institutions have $11B invested in Whirlpool in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 207 reducing their positions, and 29 closing their positions.
152% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 29
8% more funds holding
Funds holding: 482 → 522 (+40)
4% more capital invested
Capital invested by funds: $10.6B → $11B (+$379M)
2.11% less ownership
Funds ownership: 91.5% → 89.39% (-2.1%)
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
17% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 207
53% less call options, than puts
Call options by funds: $238M | Put options by funds: $507M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$108M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$72.5M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$40.8M |
| 4 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$36.3M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$256M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$139M |
| 3 |
Primecap Management
Pasadena,
California
|
-$110M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$75.2M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$67.7M |
WHR Hedge Fund Activity: Q4 2013 in Review
522 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2013, worth a combined $11B — up 3.6% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new WHR positions and 29 closed out — a net gain of 44 holders — while 172 added to existing stakes and 207 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $256M.
- 522 institutional investors held Whirlpool (WHR) as of Q4 2013, up from 482 in Q3 2013.
- Funds reported $11B of Whirlpool stock for Q4 2013, up 3.6% quarter-over-quarter.
- 73 funds opened new Whirlpool positions in Q4 2013 and 29 closed out, a net change of +44 holders.
- The largest Whirlpool buyer in Q4 2013 was Wellington Management Group, an estimated $108M added.
- The largest Whirlpool seller in Q4 2013 was Fidelity Investments, an estimated $256M sold.
Based on aggregated 13F filings for Q4 2013.