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Whirlpool

617 hedge funds and large institutions have $12.4B invested in Whirlpool in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 232 increasing their positions, 221 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 221

0.77% more ownership

Funds ownership: 91.19%91.96% (+0.77%)

4% less capital invested

Capital invested by funds: $12.9B → $12.4B (-$535M)

5% less funds holding

Funds holding: 647617 (-30)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

31% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 67

34% less call options, than puts

Call options by funds: $187M | Put options by funds: $284M

Holders
617
Holders Change
-30
Holders Change %
-4.64%
% of All Funds
15.38%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
46
Increased
232
Reduced
221
Closed
67
Calls
$187M
Puts
$284M
Net Calls
-$97.5M
Net Calls Change
-$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
401
Jacobs Levy Equity Management
New Jersey
$665K +$429K +2,400 +199%
JG
402
Jefferies Group
New York
$658K -$1.76M -9,862 -73%
FCM
403
Flinton Capital Management
Pennsylvania
$651K +$10K +56 +2%
Balyasny Asset Management
404
Balyasny Asset Management
Illinois
$646K -$1.87M -10,481 -75%
BAC
405
Boys Arnold & Co
North Carolina
$646K -$13.4K -75 -2%
LC
406
Loews Corp
New York
$641K +$286K +1,600 +85%
BOTW
407
Bank of the West
California
$635K +$84.4K +472 +16%
SAM
408
Shell Asset Management
Netherlands
$616K -$349K -1,950 -37%
IUHSA
409
Itau Unibanco Holding S.A.
Brazil
$611K +$162K +907 +648%
Creative Planning
410
Creative Planning
Kansas
$602K -$1.79K -10 -0.3%
LMGAM
411
Liberty Mutual Group Asset Management
Massachusetts
$601K -$282K -1,579 -33%
DC
412
Davenport & Co
Virginia
$593K -$795K -4,445 -58%
JIC
413
Johnson Investment Counsel
Ohio
$591K
RFC
414
Regions Financial Corp
Alabama
$575K +$7.69K +43 +1%
APFBOT
415
Amica Pension Fund Board of Trustees
Rhode Island
$561K
Wolverine Trading
416
Wolverine Trading
Illinois
$549K +$532K +2,976 New
CAG
417
Csenge Advisory Group
Florida
$548K +$531K +2,970 New
GH
418
GAM Holding
Switzerland
$546K -$3.5M -19,598 -87%
CI
419
Cigna Investments
Connecticut
$540K -$7.33K -41 -1%
SW
420
SVB Wealth
Massachusetts
$537K +$30.9K +173 +6%
William Blair & Company
421
William Blair & Company
Illinois
$536K +$63.5K +355 +14%
CIC
422
Crawford Investment Counsel
Georgia
$535K
PAM
423
Panagora Asset Management
Massachusetts
$532K -$1.25K -7 -0.2%
MCM
424
Murphy Capital Management
New Jersey
$519K -$76K -425 -13%
TAM
425
Tyers Asset Management
Texas
$511K +$7.87K +44 +2%