Whirlpool
513 hedge funds and large institutions have $10.6B invested in Whirlpool in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 66 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 179
1.75% more ownership
Funds ownership: 89.39% → 91.14% (+1.7%)
2% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 66
4% less capital invested
Capital invested by funds: $11B → $10.6B (-$443M)
2% less funds holding
Funds holding: 522 → 513 (-9)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
56% less call options, than puts
Call options by funds: $152M | Put options by funds: $346M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$128M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$112M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$89.8M |
| 4 |
AM
Appaloosa Management
Miami Beach,
Florida
|
+$82.6M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$65.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$203M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$193M |
| 3 |
Goldman Sachs
New York
|
-$112M |
| 4 |
CCI
Columbus Circle Investors
|
-$101M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$90.8M |
WHR Hedge Fund Activity: Q1 2014 in Review
513 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2014, worth a combined $10.6B — down 4% from $11B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of WHR and 65 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 206 added.
The largest buyer was Wellington Management Group, adding an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $203M.
- 513 institutional investors held Whirlpool (WHR) as of Q1 2014, down from 522 in Q4 2013.
- Funds reported $10.6B of Whirlpool stock for Q1 2014, down 4% quarter-over-quarter.
- 65 funds opened new Whirlpool positions in Q1 2014 and 66 closed out, a net change of -1 holder.
- The largest Whirlpool buyer in Q1 2014 was Wellington Management Group, an estimated $128M added.
- The largest Whirlpool seller in Q1 2014 was Fidelity Investments, an estimated $203M sold.
Based on aggregated 13F filings for Q1 2014.