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Whirlpool

580 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 557580 (+23)

2% more capital invested

Capital invested by funds: $13.7B → $14B (+$321M)

2.07% less ownership

Funds ownership: 90.8%88.74% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 238

44% less call options, than puts

Call options by funds: $227M | Put options by funds: $408M

Holders
580
Holders Change
+23
Holders Change %
+4.13%
% of All Funds
15.46%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
82
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
326
Convergence Investment Partners
Florida
$1.2M +$1.21M +5,941 New
CC
327
Cipher Capital
New York
$1.2M +$1.2M +5,914 New
BAM
328
Burnham Asset Management
New York
$1.19M -$20.3K -100 -2%
IH
329
IFC Holdings
Florida
$1.17M +$394K +1,938 +49%
BEAM
330
Baker Ellis Asset Management
Washington
$1.17M +$8.12K +40 +0.7%
LSERS
331
Louisiana State Employees Retirement System
Louisiana
$1.13M -$60.9K -300 -5%
AMI
332
Amica Mutual Insurance
Rhode Island
$1.07M
SLG
333
Stanley-Laman Group
Pennsylvania
$1.07M +$166K +816 +18%
IG
334
ING Group
Netherlands
$1.07M
KRS
335
Kentucky Retirement Systems
Kentucky
$1.06M -$108K -532 -9%
WCM
336
Weik Capital Management
Pennsylvania
$1.04M -$11.2K -55 -1%
BBHC
337
Brown Brothers Harriman & Co
New York
$1.03M
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M
Truist Financial
339
Truist Financial
North Carolina
$1M +$335K +1,649 +50%
CI
340
Conning Inc
Connecticut
$973K -$4.06K -20 -0.4%
FA
341
FDx Advisors
Illinois
$960K -$49.6K -244 -5%
BLM
342
Bennett Lawrence Management
New York
$954K -$126K -620 -12%
NB
343
Norinchukin Bank
Japan
$936K +$8.73K +43 +0.9%
QIM
344
Quantitative Investment Management
Virginia
$929K +$934K +4,600 New
AP
345
AHL Partners
United Kingdom
$918K +$168K +828 +22%
MAM
346
Meeder Asset Management
Ohio
$912K +$916K +4,510 New
Commonwealth Equity Services
347
Commonwealth Equity Services
Massachusetts
$899K +$205K +1,011 +29%
CIBC World Market
348
CIBC World Market
Ontario, Canada
$893K +$88.1K +434 +11%
Daiwa Securities Group
349
Daiwa Securities Group
Japan
$889K +$487K +2,400 +120%
SG Americas Securities
350
SG Americas Securities
New York
$870K -$6.42M -31,622 -88%