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Whirlpool
WHR

Overview Fund Activity

590 hedge funds and large institutions have $8.89B invested in Whirlpool in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 183 increasing their positions, 241 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-31
Holders Change %
-4.99%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
63
Increased
183
Reduced
241
Closed
87
Calls
$207M
Puts
$237M
Net Calls
-$30.8M
Net Calls Change
-$2.35M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$822M
2
IAM
2
Iridian Asset Management
Connecticut
$126M
3
CS
3
Credit Suisse
Switzerland
$50.5M
4
H
4
Hexavest
Quebec, Canada
$34.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$32.9M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$14.8M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$44M
3
Wells Fargo
3
Wells Fargo
California
$56.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$65.3M
5
O
5
OppenheimerFunds
New York
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
326
Alpine Woods Capital Investors
New York
$834K -$13.9M -94,900 -94%
CI
327
Capital International
California
$831K – – –
WBC
328
Westpac Banking Corp
Australia
$821K -$678K -4,636 -45%
WIM
329
Westside Investment Management
California
$820K +$30.9K +210 +4%
NAM
330
Nissay Asset Management
Japan
$814K -$26.2K -179 -3%
WT
331
Washington Trust
Rhode Island
$813K -$3.7M -25,295 -82%
ST
332
Somerset Trust
Pennsylvania
$806K -$47.2K -323 -6%
HB
333
Homrich & Berg
Georgia
$804K +$176K +1,203 +28%
PVWM
334
Point View Wealth Management
New Jersey
$799K +$146 +1 +0%
HighTower Advisors
335
HighTower Advisors
Illinois
$794K -$43.9K -301 -5%
SAM
336
Shell Asset Management
Netherlands
$786K – – –
ICM
337
IMS Capital Management
Oregon
$760K +$23K +157 +3%
AWM
338
Avior Wealth Management
Nebraska
$758K -$2.34K -16 -0.3%
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
$756K – – –
CMANY
340
Capital Management Associates (New York)
New York
$753K +$753K +5,150 New
V
341
Veritable
Delaware
$749K -$143K -976 -16%
CII
342
Capital International Inc
California
$740K – – –
B
343
Barings
North Carolina
$739K -$291K -1,990 -28%
WCM
344
Weik Capital Management
Pennsylvania
$738K -$590K -4,035 -44%
OI
345
Oakbrook Investments
Illinois
$725K +$725K +4,957 New
BBWA
346
Bell & Brown Wealth Advisors
California
$721K +$34.8K +238 +5%
SIM
347
Sentry Investment Management
Wisconsin
$709K +$709K +4,848 New
FCBT
348
First Citizens Bank & Trust
North Carolina
$692K -$1.33M -9,121 -66%
PTC
349
Private Trust Company
Ohio
$686K +$1.75K +12 +0.3%
OMCS
350
Old Mutual Customised Solutions
South Africa
$675K -$102K -700 -13%
12 13
14
15 16