Whirlpool
604 hedge funds and large institutions have $12.5B invested in Whirlpool in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 213 increasing their positions, 215 reducing their positions, and 87 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
13% more capital invested
Capital invested by funds: $11.1B → $12.5B (+$1.44B)
11% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 87
0% less ownership
Funds ownership: 91.69% → 91.69% (-0%)
0% less funds holding
Funds holding: 606 → 604 (-2)
1% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 215
23% less call options, than puts
Call options by funds: $249M | Put options by funds: $325M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$211M |
| 2 |
Primecap Management
Pasadena,
California
|
+$94.4M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$49.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$32.8M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
-$98M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$54M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$52.5M |
| 4 |
JP Morgan Chase
New York
|
-$48.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$47.2M |
WHR Hedge Fund Activity: Q4 2016 in Review
604 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2016, worth a combined $12.5B — up 13% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new WHR positions and 87 closed out — a net gain of 10 holders — while 213 added to existing stakes and 215 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $211M. The largest seller was Appaloosa LP, cutting an estimated $98M.
- 604 institutional investors held Whirlpool (WHR) as of Q4 2016, down from 606 in Q3 2016.
- Funds reported $12.5B of Whirlpool stock for Q4 2016, up 13% quarter-over-quarter.
- 97 funds opened new Whirlpool positions in Q4 2016 and 87 closed out, a net change of +10 holders.
- The largest Whirlpool buyer in Q4 2016 was OppenheimerFunds, an estimated $211M added.
- The largest Whirlpool seller in Q4 2016 was Appaloosa LP, an estimated $98M sold.
Based on aggregated 13F filings for Q4 2016.