Whirlpool
527 hedge funds and large institutions have $6.37B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.
0.14% more ownership
Funds ownership: 93.16% → 93.3% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
6% less funds holding
Funds holding: 560 → 527 (-33)
11% less capital invested
Capital invested by funds: $7.15B → $6.37B (-$775M)
26% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 213
26% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 102
29% less call options, than puts
Call options by funds: $134M | Put options by funds: $188M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$350M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
| 3 |
Millennium Management
New York
|
+$27.1M |
| 4 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$15.5M |
| 5 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$64M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$40M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$31.1M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$30.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$29.5M |
WHR Hedge Fund Activity: Q4 2018 in Review
527 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2018, worth a combined $6.37B — down 11% from $7.15B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of WHR and 75 opened new positions — a net loss of 27 holders — while 213 trimmed existing stakes and 157 added.
The largest buyer was American International Group, adding an estimated $350M. The largest seller was Bessemer Group, cutting an estimated $64M.
- 527 institutional investors held Whirlpool (WHR) as of Q4 2018, down from 560 in Q3 2018.
- Funds reported $6.37B of Whirlpool stock for Q4 2018, down 11% quarter-over-quarter.
- 75 funds opened new Whirlpool positions in Q4 2018 and 102 closed out, a net change of -27 holders.
- The largest Whirlpool buyer in Q4 2018 was American International Group, an estimated $350M added.
- The largest Whirlpool seller in Q4 2018 was Bessemer Group, an estimated $64M sold.
Based on aggregated 13F filings for Q4 2018.