Whirlpool
526 hedge funds and large institutions have $10.4B invested in Whirlpool in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 201 reducing their positions, and 73 closing their positions.
4% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 73
0% less funds holding
Funds holding: 527 → 526 (-1)
2% less capital invested
Capital invested by funds: $10.6B → $10.4B (-$192M)
1.62% less ownership
Funds ownership: 91.87% → 90.24% (-1.6%)
13% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 201
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
46% less call options, than puts
Call options by funds: $149M | Put options by funds: $275M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$142M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$85.8M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$77.6M |
| 4 |
AM
Appaloosa Management
Miami Beach,
Florida
|
+$74.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$74.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$130M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$77.2M |
| 3 |
SG Americas Securities
New York
|
-$57.4M |
| 4 |
Millennium Management
New York
|
-$52.4M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$52M |
WHR Hedge Fund Activity: Q4 2015 in Review
526 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2015, worth a combined $10.4B — down 1.8% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new WHR positions and 73 closed out — a net gain of 3 holders — while 174 added to existing stakes and 201 trimmed.
The largest buyer was Harris Associates, adding an estimated $142M. The largest seller was Citadel Advisors, cutting an estimated $130M.
- 526 institutional investors held Whirlpool (WHR) as of Q4 2015, down from 527 in Q3 2015.
- Funds reported $10.4B of Whirlpool stock for Q4 2015, down 1.8% quarter-over-quarter.
- 76 funds opened new Whirlpool positions in Q4 2015 and 73 closed out, a net change of +3 holders.
- The largest Whirlpool buyer in Q4 2015 was Harris Associates, an estimated $142M added.
- The largest Whirlpool seller in Q4 2015 was Citadel Advisors, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2015.