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Whirlpool
WHR

Overview Fund Activity

511 hedge funds and large institutions have $8.1B invested in Whirlpool in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 151 increasing their positions, 198 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
10.5%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
89
Increased
151
Reduced
198
Closed
71
Calls
$105M
Puts
$120M
Net Calls
-$14.5M
Net Calls Change
-$24.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$629M
2
SSM
2
Sound Shore Management
Connecticut
$90.5M
3
Charles Schwab
3
Charles Schwab
California
$125M
4
Boston Partners
4
Boston Partners
Massachusetts
$187M
5
CB
5
Commerce Bank
Missouri
$41.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B
2
Prudential Financial
2
Prudential Financial
New Jersey
$8.78M
3
Primecap Management
3
Primecap Management
California
$900M
4
Citigroup
4
Citigroup
New York
$6.71M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
I
351
INVST
Indiana
$273K +$273K +2,150 New
WAM
352
Wealthspire Advisors (Maryland)
Maryland
$270K -$38.8K -299 -13%
BAM
353
Brave Asset Management
New Jersey
$266K +$266K +2,050 New
Teacher Retirement System of Texas
354
Teacher Retirement System of Texas
Texas
$266K +$266K +2,055 New
CI
355
Cigna Investments
Connecticut
$261K +$261K +2,020 New
CCM
356
Cadence Capital Management
Massachusetts
$252K -$83.5K -645 -25%
WP
357
WMS Partners
Maryland
$252K +$252K +1,945 New
BRWA
358
B. Riley Wealth Advisors
Florida
$246K +$246K +1,892 New
BIAS
359
Beacon Investment Advisory Services
New Jersey
$244K +$244K +1,885 New
EW
360
Evoke Wealth
California
$243K +$21.1K +163 +10%
Fuller & Thaler Asset Management
361
Fuller & Thaler Asset Management
California
$240K -$29.1K -225 -11%
OPPTF
362
OPSEU Pension Plan Trust Fund
Ontario, Canada
$239K +$239K +1,867 New
SG Americas Securities
363
SG Americas Securities
New York
$233K -$194K -1,500 -45%
PWM
364
Perigon Wealth Management
California
$230K +$230K +1,777 New
VCA
365
Verdence Capital Advisors
Maryland
$229K -$170K -1,311 -43%
IA
366
IFG Advisory
Georgia
$228K +$228K +1,765 New
BEAM
367
Baker Ellis Asset Management
Washington
$227K +$227K +1,750 New
VAM
368
Verity Asset Management
North Carolina
$227K +$227K +1,754 New
IG
369
ING Group
Netherlands
$226K -$81.9K -631 -27%
WG
370
Winton Group
United Kingdom
$223K +$223K +1,721 New
FB
371
Fulton Bank
Pennsylvania
$223K +$223K +1,721 New
Cerity Partners
372
Cerity Partners
New York
$213K +$213K +1,642 New
ECM
373
Everence Capital Management
Indiana
$213K +$213K +1,752 New
LCM
374
LVM Capital Management
Michigan
$210K +$210K +1,625 New
GT
375
Greenleaf Trust
Michigan
$209K +$209K +1,617 New
13 14
15
16 17