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Whirlpool
WHR

Overview Fund Activity

526 hedge funds and large institutions have $10.5B invested in Whirlpool in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-28
Holders Change %
-5.05%
% of All Funds
14.7%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.36%
New
57
Increased
203
Reduced
189
Closed
83
Calls
$202M
Puts
$354M
Net Calls
-$152M
Net Calls Change
-$7.01M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$335M
2
Citadel Advisors
Citadel Advisors
Florida
$201M
3
CGM
Capital Growth Management
Massachusetts
$96.5M
4
VFA
Virtus Fund Advisers
Connecticut
$71M
5
AQR Capital Management
AQR Capital Management
Connecticut
$183M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$77.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
4
AL
AJO LP
Pennsylvania
$10.4M
5
EA
Euclid Advisors
Connecticut
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Capstone Asset Management
Texas
$1.07M +$59.5K +404 +6%
MCM
302
Mork Capital Management
California
$1.03M – – –
Korea Investment Corp
303
Korea Investment Corp
South Korea
$1.03M -$9.62M -65,400 -90%
BCM
304
Birmingham Capital Management
Alabama
$1.03M – – –
HPC
305
HM Payson & Co
Maine
$1.01M -$241K -1,633 -19%
UR
306
USCA RIA
Texas
$977K +$118K +802 +14%
SO
307
STRS Ohio
Ohio
$944K +$138K +941 +17%
HIC
308
Hartline Investment Corp
Illinois
$908K +$648K +4,400 +250%
Envestnet Asset Management
309
Envestnet Asset Management
Illinois
$907K -$636K -4,321 -41%
DIA
310
Denver Investment Advisors
Colorado
$905K – – –
GF
311
Gerstein Fisher
New York
$901K -$589 -4 -0.1%
BG
312
Bahl & Gaynor
Ohio
$899K +$407K +2,768 +83%
Truist Financial
313
Truist Financial
North Carolina
$898K +$424K +2,880 +89%
CTA
314
Chesley Taft & Associates
Illinois
$881K +$881K +5,980 New
PVWM
315
Point View Wealth Management
New Jersey
$880K – – –
BBHC
316
Brown Brothers Harriman & Co
New York
$864K – – –
BAM
317
Burnham Asset Management
New York
$839K – – –
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$839K – – –
BEAM
319
Baker Ellis Asset Management
Washington
$838K +$10.3K +70 +1%
SLG
320
Stanley-Laman Group
Pennsylvania
$833K +$31.1K +211 +4%
Rafferty Asset Management
321
Rafferty Asset Management
New York
$832K -$46K -312 -5%
GLA
322
Great Lakes Advisors
Illinois
$830K +$6.34K +43 +0.8%
Marshall Wace
323
Marshall Wace
United Kingdom
$809K +$809K +5,497 New
DL
324
Delta Lloyd
Netherlands
$808K – – –
MYLI
325
Meiji Yasuda Life Insurance
Japan
$807K -$353K -2,400 -30%
11 12
13
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