Whirlpool
560 hedge funds and large institutions have $7.15B invested in Whirlpool in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 177 increasing their positions, 233 reducing their positions, and 86 closing their positions.
1.64% less ownership
Funds ownership: 94.8% → 93.16% (-1.6%)
5% less funds holding
Funds holding: 591 → 560 (-31)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
20% less capital invested
Capital invested by funds: $8.95B → $7.15B (-$1.8B)
24% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 233
29% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 86
52% less call options, than puts
Call options by funds: $123M | Put options by funds: $257M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$269M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$38.2M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$32.3M |
| 4 |
Millennium Management
New York
|
+$30.9M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$134M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$126M |
| 3 |
LCS
Levin Capital Strategies
New York
|
-$108M |
| 4 |
Lazard Asset Management
New York
|
-$98.2M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$56.9M |
WHR Hedge Fund Activity: Q3 2018 in Review
560 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2018, worth a combined $7.15B — down 20% from $8.95B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of WHR and 61 opened new positions — a net loss of 25 holders — while 233 trimmed existing stakes and 177 added.
The largest buyer was Primecap Management, adding an estimated $269M. The largest seller was Capital International Investors, exiting entirely with an estimated $134M sold.
- 560 institutional investors held Whirlpool (WHR) as of Q3 2018, down from 591 in Q2 2018.
- Funds reported $7.15B of Whirlpool stock for Q3 2018, down 20% quarter-over-quarter.
- 61 funds opened new Whirlpool positions in Q3 2018 and 86 closed out, a net change of -25 holders.
- The largest Whirlpool buyer in Q3 2018 was Primecap Management, an estimated $269M added.
- The largest Whirlpool seller in Q3 2018 was Capital International Investors, an estimated $134M sold.
Based on aggregated 13F filings for Q3 2018.