Whirlpool
515 hedge funds and large institutions have $8.12B invested in Whirlpool in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 151 increasing their positions, 200 reducing their positions, and 71 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
32% more capital inflows, than outflows
Capital inflows: $659M | Capital outflows: $498M
25% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 71
2.59% more ownership
Funds ownership: 98.27% → 100.87% (+2.6%)
2% more funds holding
Funds holding: 503 → 515 (+12)
12% less call options, than puts
Call options by funds: $105M | Put options by funds: $120M
25% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 200
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$174M |
| 2 |
Sound Shore Management
Greenwich,
Connecticut
|
+$79.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$55.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$45.4M |
| 5 |
Commerce Bank
Kansas City,
Missouri
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.8M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$41.1M |
| 3 |
Primecap Management
Pasadena,
California
|
-$35.4M |
| 4 |
Citigroup
New York
|
-$29.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$27.2M |
WHR Hedge Fund Activity: Q2 2020 in Review
515 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2020, worth a combined $8.12B — up 54% from $5.29B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new WHR positions and 71 closed out — a net gain of 18 holders — while 151 added to existing stakes and 200 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $174M. The largest seller was Vanguard Group, cutting an estimated $54.8M.
- 515 institutional investors held Whirlpool (WHR) as of Q2 2020, up from 503 in Q1 2020.
- Funds reported $8.12B of Whirlpool stock for Q2 2020, up 54% quarter-over-quarter.
- 89 funds opened new Whirlpool positions in Q2 2020 and 71 closed out, a net change of +18 holders.
- The largest Whirlpool buyer in Q2 2020 was Fidelity Investments, an estimated $174M added.
- The largest Whirlpool seller in Q2 2020 was Vanguard Group, an estimated $54.8M sold.
Based on aggregated 13F filings for Q2 2020.