WHR icon

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 %
AB
376
Amalgamated Bank
New York
$406K +$11.5K +78 +3%
MC
377
Menta Capital
California
$398K -$38.3K -260 -9%
EMG
378
Ellington Management Group
Connecticut
$388K +$388K +2,633 New
KRSITF
379
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$386K +$8.1K +55 +2%
WP
380
WMS Partners
Maryland
$382K +$7.52K +51 +2%
SWP
381
Stratos Wealth Partners
Ohio
$380K +$380K +2,580 New
ECM
382
Everence Capital Management
Indiana
$374K – – –
RJT
383
Raymond James Trust
Florida
$371K -$34.5K -234 -9%
Macquarie Group
384
Macquarie Group
Australia
$368K -$1.77K -12 -0.5%
LTFS
385
Ladenburg Thalmann Financial Services
Florida
$355K -$16.4K -111 -4%
PTC
386
Private Trust Company
Ohio
$354K +$354K +2,405 New
CRC
387
Curi RMB Capital
Illinois
$351K -$73.1K -497 -17%
Robeco Institutional Asset Management
388
Robeco Institutional Asset Management
Netherlands
$345K – – –
BA
389
BKS Advisors
Michigan
$335K -$29.4K -200 -8%
FDS
390
First Dallas Securities
Texas
$331K +$75.9K +516 +30%
QI
391
Quotient Investors
New York
$324K +$324K +2,200 New
ACM
392
Alpha Capital Management
Texas
$321K -$8.09K -55 -2%
CIC
393
Cornercap Investment Counsel
Georgia
$319K +$319K +2,165 New
Thrivent Financial for Lutherans
394
Thrivent Financial for Lutherans
Minnesota
$318K +$27.1K +184 +9%
William Blair & Company
395
William Blair & Company
Illinois
$315K +$23.1K +157 +8%
FAAS
396
First Allied Advisory Services
California
$313K +$45.1K +309 +17%
PAM
397
PT Asset Management
Illinois
$311K +$228K +1,550 +277%
BG
398
Bollard Group
Massachusetts
$307K +$1.77K +12 +0.6%
CG
399
Clinton Group
New York
$297K -$1.26M -8,547 -81%
TFA
400
Transamerica Financial Advisors
Florida
$296K +$738 +5 +0.3%
14 15
16
17 18