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Whirlpool
WHR

639 hedge funds and large institutions have $10.8B invested in Whirlpool in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 210 increasing their positions, 235 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 75

4% more funds holding

Funds holding: 617 → 639 (+22)

3.14% less ownership

Funds ownership: 91.96% → 88.82% (-3.1%)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 235

13% less capital invested

Capital invested by funds: $12.4B → $10.8B (-$1.63B)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

43% less call options, than puts

Call options by funds: $169M | Put options by funds: $299M

Holders
639
Holders Change
+22
Holders Change %
+3.57%
% of All Funds
14.49%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
100
Increased
210
Reduced
235
Closed
75
Calls
$169M
Puts
$299M
Net Calls
-$130M
Net Calls Change
-$32.4M

Top Buyers

1
Primecap Management
Primecap Management
California
+$142M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$116M
3
LCS
Levin Capital Strategies
New York
+$112M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$61.2M
5
Bessemer Group
Bessemer Group
New Jersey
+$42.3M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$202M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
4
Bank of America
Bank of America
North Carolina
-$97.9M
5
CIC
Chilton Investment Company
Connecticut
-$90.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2B -$6.36M -37,539 -0.5%
BlackRock
2
BlackRock
New York
$798M +$6.8M +40,135 +0.9%
State Street
3
State Street
Massachusetts
$594M +$12.3M +72,815 +2%
GA
4
Greenhaven Associates
New York
$485M +$19.6M +115,880 +4%
Primecap Management
5
Primecap Management
California
$357M +$142M +838,440 +65%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$338M +$30.1M +177,404 +10%
O
7
OppenheimerFunds
New York
$290M -$44.9M -264,853 -13%
LSV Asset Management
8
LSV Asset Management
Illinois
$277M +$24.6K +145 +0%
Newport Trust Company
9
Newport Trust Company
District of Columbia
$233M +$235M +1,384,249 New
LAM
10
Lyrical Asset Management
New York
$226M +$7.84M +46,285 +4%
Bank of America
11
Bank of America
North Carolina
$224M -$97.9M -578,001 -30%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$202M +$5.14M +30,309 +3%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$200M -$20.1M -118,404 -9%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$181M -$129M -762,421 -41%
Capital International Investors
15
Capital International Investors
California
$154M +$326K +1,925 +0.2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$151M +$116M +683,524 +323%
Northern Trust
17
Northern Trust
Illinois
$144M -$4.71M -27,773 -3%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M +$14M +82,645 +12%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$133M +$5.48M +32,373 +4%
Harris Associates
20
Harris Associates
Illinois
$130M -$202M -1,193,890 -61%
CB
21
Cooke & Bieler
Pennsylvania
$125M +$3.17M +18,706 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$119M +$19.4M +114,782 +20%
Norges Bank
23
Norges Bank
Norway
$116M – – –
LCS
24
Levin Capital Strategies
New York
$111M +$112M +658,871 New
Bessemer Group
25
Bessemer Group
New Jersey
$110M +$42.3M +249,908 +62%
1
2 3 4 5

WHR Hedge Fund Activity: Q4 2017 in Review

639 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2017, worth a combined $10.8B — down 13% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new WHR positions and 75 closed out — a net gain of 25 holders — while 210 added to existing stakes and 235 trimmed.

The largest buyer was Primecap Management, adding an estimated $142M. The largest seller was Harris Associates, cutting an estimated $202M.

  • 639 institutional investors held Whirlpool (WHR) as of Q4 2017, up from 617 in Q3 2017.
  • Funds reported $10.8B of Whirlpool stock for Q4 2017, down 13% quarter-over-quarter.
  • 100 funds opened new Whirlpool positions in Q4 2017 and 75 closed out, a net change of +25 holders.
  • The largest Whirlpool buyer in Q4 2017 was Primecap Management, an estimated $142M added.
  • The largest Whirlpool seller in Q4 2017 was Harris Associates, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2017.