Whirlpool
647 hedge funds and large institutions have $12.9B invested in Whirlpool in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 209 increasing their positions, 267 reducing their positions, and 55 closing their positions.
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
29% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 55
7% more capital invested
Capital invested by funds: $12B → $12.9B (+$878M)
2% more funds holding
Funds holding: 634 → 647 (+13)
3.12% less ownership
Funds ownership: 94.31% → 91.19% (-3.1%)
22% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 267
38% less call options, than puts
Call options by funds: $154M | Put options by funds: $246M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$71.4M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$44.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.7M |
| 4 |
LAM
Lyrical Asset Management
New York
|
+$37.7M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCS
Levin Capital Strategies
New York
|
-$113M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$91M |
| 3 |
BlackRock
New York
|
-$62.4M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$57.3M |
| 5 |
JP Morgan Chase
New York
|
-$56.9M |
WHR Hedge Fund Activity: Q2 2017 in Review
647 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2017, worth a combined $12.9B — up 7.3% from $12B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new WHR positions and 55 closed out — a net gain of 16 holders — while 209 added to existing stakes and 267 trimmed.
The largest buyer was Two Sigma Advisers, adding an estimated $71.4M. The largest seller was Levin Capital Strategies, exiting entirely with an estimated $113M sold.
- 647 institutional investors held Whirlpool (WHR) as of Q2 2017, up from 634 in Q1 2017.
- Funds reported $12.9B of Whirlpool stock for Q2 2017, up 7.3% quarter-over-quarter.
- 71 funds opened new Whirlpool positions in Q2 2017 and 55 closed out, a net change of +16 holders.
- The largest Whirlpool buyer in Q2 2017 was Two Sigma Advisers, an estimated $71.4M added.
- The largest Whirlpool seller in Q2 2017 was Levin Capital Strategies, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2017.