Whirlpool
527 hedge funds and large institutions have $10.6B invested in Whirlpool in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 83 closing their positions.
2.01% more ownership
Funds ownership: 89.85% → 91.87% (+2%)
7% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 189
5% less funds holding
Funds holding: 554 → 527 (-27)
14% less capital invested
Capital invested by funds: $12.2B → $10.6B (-$1.67B)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
30% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 83
43% less call options, than puts
Call options by funds: $202M | Put options by funds: $354M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$291M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$154M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$111M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$75.4M |
| 5 |
SG Americas Securities
New York
|
+$75.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$201M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$197M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$117M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$86.6M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$66.6M |
WHR Hedge Fund Activity: Q3 2015 in Review
527 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2015, worth a combined $10.6B — down 14% from $12.2B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of WHR and 58 opened new positions — a net loss of 25 holders — while 189 trimmed existing stakes and 203 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $291M. The largest seller was Wellington Management Group, cutting an estimated $201M.
- 527 institutional investors held Whirlpool (WHR) as of Q3 2015, down from 554 in Q2 2015.
- Funds reported $10.6B of Whirlpool stock for Q3 2015, down 14% quarter-over-quarter.
- 58 funds opened new Whirlpool positions in Q3 2015 and 83 closed out, a net change of -25 holders.
- The largest Whirlpool buyer in Q3 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $291M added.
- The largest Whirlpool seller in Q3 2015 was Wellington Management Group, an estimated $201M sold.
Based on aggregated 13F filings for Q3 2015.