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Whirlpool

526 hedge funds and large institutions have $6.36B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 93.16%93.3% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 559526 (-33)

11% less capital invested

Capital invested by funds: $7.15B → $6.36B (-$783M)

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

26% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 102

29% less call options, than puts

Call options by funds: $134M | Put options by funds: $188M

Holders
526
Holders Change
-33
Holders Change %
-5.9%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
157
Reduced
213
Closed
102
Calls
$134M
Puts
$188M
Net Calls
-$54.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NSB
401
Norway Savings Bank
Maine
$96K
KA
402
Kintegral Advisory
New York
$91K +$96.1K +847 New
QI
403
QS Investors
New York
$85K
ACM
404
AUA Capital Management
Pennsylvania
$80K
MAM
405
Meeder Asset Management
Ohio
$78K -$34.3K -302 -29%
BC
406
Barnett & Company
Tennessee
$75K
FMLI
407
Fukoku Mutual Life Insurance
Japan
$75K
BTNA
408
Bremer Trust National Association
Minnesota
$71K +$75.5K +666 New
RIM
409
Rampart Investment Management
Connecticut
$67K -$131K -1,155 -65%
MA
410
MUFG Americas
New York
$67K
LC
411
Lavaca Capital
Texas
$63K +$67.3K +593 New
Bessemer Group
412
Bessemer Group
New Jersey
$62K -$64M -564,480 -100%
WEC
413
Winslow Evans & Crocker
Massachusetts
$58K
WT
414
Whittier Trust
California
$57K
DWM
415
Doyle Wealth Management
Florida
$52K +$55K +485 New
ARMT
416
Amica Retiree Medical Trust
Rhode Island
$49K
ST
417
Smithfield Trust
Pennsylvania
$48K
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$43K -$17.9K -158 -28%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$43K -$1.48K -13 -3%
NSIM
420
North Star Investment Management
Illinois
$37K
WTB
421
Washington Trust Bank
Washington
$37K
QCG
422
Quadrant Capital Group
Ohio
$36K -$2.38K -21 -6%
BWM
423
Baystate Wealth Management
Massachusetts
$35K +$340 +3 +1%
KPW
424
Kore Private Wealth
New York
$35K +$36.8K +324 New
CIA
425
CSat Investment Advisory
Michigan
$33K +$11.7K +103 +51%