Whirlpool
555 hedge funds and large institutions have $8.01B invested in Whirlpool in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 210 reducing their positions, and 61 closing their positions.
56% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 61
26% more capital invested
Capital invested by funds: $6.37B → $8.01B (+$1.64B)
5% more funds holding
Funds holding: 527 → 555 (+28)
1.46% more ownership
Funds ownership: 93.3% → 94.76% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
17% less call options, than puts
Call options by funds: $122M | Put options by funds: $147M
22% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$94.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.4M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$46.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBAM
Santa Barbara Asset Management
Los Angeles,
California
|
-$59.8M |
| 2 |
Morgan Stanley
New York
|
-$39.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$37.7M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$31.8M |
| 5 |
Millennium Management
New York
|
-$30.2M |
WHR Hedge Fund Activity: Q1 2019 in Review
555 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2019, worth a combined $8.01B — up 26% from $6.37B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new WHR positions and 61 closed out — a net gain of 34 holders — while 163 added to existing stakes and 210 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $94.3M. The largest seller was Santa Barbara Asset Management, cutting an estimated $59.8M.
- 555 institutional investors held Whirlpool (WHR) as of Q1 2019, up from 527 in Q4 2018.
- Funds reported $8.01B of Whirlpool stock for Q1 2019, up 26% quarter-over-quarter.
- 95 funds opened new Whirlpool positions in Q1 2019 and 61 closed out, a net change of +34 holders.
- The largest Whirlpool buyer in Q1 2019 was Goldman Sachs, an estimated $94.3M added.
- The largest Whirlpool seller in Q1 2019 was Santa Barbara Asset Management, an estimated $59.8M sold.
Based on aggregated 13F filings for Q1 2019.