Whirlpool
617 hedge funds and large institutions have $12.4B invested in Whirlpool in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 232 increasing their positions, 221 reducing their positions, and 67 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 221
0.77% more ownership
Funds ownership: 91.19% → 91.96% (+0.77%)
4% less capital invested
Capital invested by funds: $12.9B → $12.4B (-$538M)
5% less funds holding
Funds holding: 647 → 617 (-30)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
31% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 67
32% less call options, than puts
Call options by funds: $195M | Put options by funds: $286M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$90.9M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$73.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$66.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$53.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$34.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$139M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$115M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$89.2M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$49.7M |
| 5 |
Two Sigma Advisers
New York
|
-$48.2M |
WHR Hedge Fund Activity: Q3 2017 in Review
617 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2017, worth a combined $12.4B — down 4.2% from $12.9B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of WHR and 46 opened new positions — a net loss of 21 holders — while 221 trimmed existing stakes and 232 added.
The largest buyer was Primecap Management, adding an estimated $90.9M. The largest seller was Federated Hermes, cutting an estimated $139M.
- 617 institutional investors held Whirlpool (WHR) as of Q3 2017, down from 647 in Q2 2017.
- Funds reported $12.4B of Whirlpool stock for Q3 2017, down 4.2% quarter-over-quarter.
- 46 funds opened new Whirlpool positions in Q3 2017 and 67 closed out, a net change of -21 holders.
- The largest Whirlpool buyer in Q3 2017 was Primecap Management, an estimated $90.9M added.
- The largest Whirlpool seller in Q3 2017 was Federated Hermes, an estimated $139M sold.
Based on aggregated 13F filings for Q3 2017.