Whirlpool
580 hedge funds and large institutions have $14.1B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.
58% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 52
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
4% more funds holding
Funds holding: 557 → 580 (+23)
3% more capital invested
Capital invested by funds: $13.7B → $14.1B (+$366M)
2.06% less ownership
Funds ownership: 90.8% → 88.74% (-2.1%)
21% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 238
44% less call options, than puts
Call options by funds: $227M | Put options by funds: $408M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$121M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$121M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
+$113M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$106M |
| 5 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
|
+$88.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$257M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$127M |
| 3 |
AM
Appaloosa Management
Miami Beach,
Florida
|
-$115M |
| 4 |
Primecap Management
Pasadena,
California
|
-$81.4M |
| 5 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$63.2M |
WHR Hedge Fund Activity: Q1 2015 in Review
580 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2015, worth a combined $14.1B — up 2.7% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new WHR positions and 52 closed out — a net gain of 30 holders — while 187 added to existing stakes and 238 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Citadel Advisors, cutting an estimated $257M.
- 580 institutional investors held Whirlpool (WHR) as of Q1 2015, up from 557 in Q4 2014.
- Funds reported $14.1B of Whirlpool stock for Q1 2015, up 2.7% quarter-over-quarter.
- 82 funds opened new Whirlpool positions in Q1 2015 and 52 closed out, a net change of +30 holders.
- The largest Whirlpool buyer in Q1 2015 was JP Morgan Chase, an estimated $121M added.
- The largest Whirlpool seller in Q1 2015 was Citadel Advisors, an estimated $257M sold.
Based on aggregated 13F filings for Q1 2015.