Whirlpool
501 hedge funds and large institutions have $5.28B invested in Whirlpool in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 190 reducing their positions, and 116 closing their positions.
9% more call options, than puts
Call options by funds: $120M | Put options by funds: $110M
1.2% less ownership
Funds ownership: 99.32% → 98.12% (-1.2%)
10% less funds holding
Funds holding: 556 → 501 (-55)
13% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 190
43% less capital invested
Capital invested by funds: $9.26B → $5.28B (-$3.98B)
44% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 116
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$180M |
| 2 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
+$126M |
| 3 |
OAM
Oppenheimer Asset Management
New York
|
+$37.1M |
| 4 |
Citigroup
New York
|
+$31.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$128M |
| 2 |
Primecap Management
Pasadena,
California
|
-$64.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$50.8M |
| 4 |
TSAM
Trinity Street Asset Management
London,
United Kingdom
|
-$30.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$30.6M |
WHR Hedge Fund Activity: Q1 2020 in Review
501 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2020, worth a combined $5.28B — down 43% from $9.26B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of WHR and 65 opened new positions — a net loss of 51 holders — while 190 trimmed existing stakes and 166 added.
The largest buyer was Fidelity Investments, adding an estimated $180M. The largest seller was Boston Partners, cutting an estimated $128M.
- 501 institutional investors held Whirlpool (WHR) as of Q1 2020, down from 556 in Q4 2019.
- Funds reported $5.28B of Whirlpool stock for Q1 2020, down 43% quarter-over-quarter.
- 65 funds opened new Whirlpool positions in Q1 2020 and 116 closed out, a net change of -51 holders.
- The largest Whirlpool buyer in Q1 2020 was Fidelity Investments, an estimated $180M added.
- The largest Whirlpool seller in Q1 2020 was Boston Partners, an estimated $128M sold.
Based on aggregated 13F filings for Q1 2020.