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Whirlpool
WHR

Overview Fund Activity

482 hedge funds and large institutions have $10.6B invested in Whirlpool in 2013 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 144 increasing their positions, 202 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+24
Holders Change %
+5.24%
% of All Funds
15.63%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.58%
New
79
Increased
144
Reduced
202
Closed
53
Calls
$219M
Puts
$455M
Net Calls
-$236M
Net Calls Change
-$167M

Top Buyers

1
OAMG
Odey Asset Management Group
United Kingdom
$204M
2
UBS AM
UBS AM
Illinois
$125M
3
Ameriprise
Ameriprise
Minnesota
$106M
4
Invesco
Invesco
Georgia
$127M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$59.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$543M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$29.5M
4
Morgan Stanley
Morgan Stanley
New York
$39.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
426
Birinyi Associates
Connecticut
$146K +$146K +1,000 New
OIA
427
Optimum Investment Advisors
Illinois
$139K +$139K +950 New
GLI
428
Guardian Life Insurance
New York
$137K – – –
Creative Planning
429
Creative Planning
Kansas
$121K +$45.4K +310 +60%
MA
430
MUFG Americas
New York
$111K +$13.9K +95 +14%
GIS
431
Guardian Investor Services
New York
$93K -$2.49K -17 -3%
MFS
432
MSI Financial Services
Massachusetts
$78K – – –
HHMI
433
Howard Hughes Medical Institute
Maryland
$75K -$38.5K -262 -34%
MFBTD
434
MB Financial Bank - Trust Department
Illinois
$73K – – –
WA
435
WFG Advisors
Texas
$73K – – –
HNB
436
Huntington National Bank
Ohio
$71K -$68.5K -473 -49%
WT
437
Whittier Trust
California
$69K – – –
DADC
438
D.A. Davidson & Co
Montana
$67K -$1.15K -8 -2%
TF
439
Tompkins Financial
New York
$64K +$64K +440 New
LIA
440
LS Investment Advisors
Michigan
$62K +$32.8K +224 +113%
CRCP
441
Copper Rock Capital Partners
Massachusetts
$59K – – –
SAMC
442
Shinko Asset Management Company
Japan
$59K – – –
Toronto Dominion Bank
443
Toronto Dominion Bank
Ontario, Canada
$58K +$58K +400 New
PMFA
444
Plante Moran Financial Advisors
Michigan
$53K -$43.9K -299 -45%
FNBT
445
FineMark National Bank & Trust
Florida
$49K -$23.5K -162 -32%
IMS
446
Index Management Solutions
Pennsylvania
$42K +$42K +286 New
ST
447
Stifel Trust
Missouri
$38K – – –
M&T Bank
448
M&T Bank
New York
$37K – – –
VCM
449
Vigilant Capital Management
Maine
$35K – – –
PAS
450
Partnervest Advisory Services
California
$34K +$29.1K +200 +588%
16 17
18
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