Whirlpool
WHR
635 hedge funds and large institutions have $12.1B invested in Whirlpool in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 216 increasing their positions, 227 reducing their positions, and 51 closing their positions.
180% more capital inflows, than outflows
Capital inflows: $2.01B | Capital outflows: $718M
80% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 51
5% more funds holding
Funds holding: 604 → 635 (+31)
2.77% more ownership
Funds ownership: 91.69% → 94.47% (+2.8%)
5% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 227
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
46% less call options, than puts
Call options by funds: $118M | Put options by funds: $219M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$860M |
| 2 |
LCS
Levin Capital Strategies
New York
|
+$117M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$88.8M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$71.8M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$59.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$66.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$51.5M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$50.6M |
| 4 |
MDSL
M.D. Sass LLC
New York
|
-$42.5M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$35.5M |
WHR Hedge Fund Activity: Q1 2017 in Review
635 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2017, worth a combined $12.1B — down 3.7% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new WHR positions and 51 closed out — a net gain of 41 holders — while 216 added to existing stakes and 227 trimmed.
The largest buyer was BlackRock, adding an estimated $860M. The largest seller was Capital Growth Management, exiting entirely with an estimated $66.3M sold.
- 635 institutional investors held Whirlpool (WHR) as of Q1 2017, up from 604 in Q4 2016.
- Funds reported $12.1B of Whirlpool stock for Q1 2017, down 3.7% quarter-over-quarter.
- 92 funds opened new Whirlpool positions in Q1 2017 and 51 closed out, a net change of +41 holders.
- The largest Whirlpool buyer in Q1 2017 was BlackRock, an estimated $860M added.
- The largest Whirlpool seller in Q1 2017 was Capital Growth Management, an estimated $66.3M sold.
Based on aggregated 13F filings for Q1 2017.