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Whirlpool
WHR

Overview Fund Activity

513 hedge funds and large institutions have $10.5B invested in Whirlpool in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 207 increasing their positions, 178 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-9
Holders Change %
-1.72%
% of All Funds
14.83%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
65
Increased
207
Reduced
178
Closed
66
Calls
$141M
Puts
$331M
Net Calls
-$190M
Net Calls Change
+$78.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$354M
2
Bank of America
2
Bank of America
North Carolina
$231M
3
AL
3
AJO LP
Pennsylvania
$160M
4
AM
4
Appaloosa Management
Florida
$152M
5
BIT
5
BlackRock Institutional Trust
California
$404M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$83.5M
2
CGM
2
Capital Growth Management
Massachusetts
$14.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$87.5M
4
CCI
4
Columbus Circle Investors
$0
5
SFM
5
Systematic Financial Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
426
PartnerRe Asset Management
Connecticut
$280K -$2.69K -18 -1%
CWM
427
Concert Wealth Management
California
$274K +$274K +1,857 New
SEC
428
Seven Eight Capital
New York
$269K +$105K +700 +64%
CTC
429
Central Trust Company
Missouri
$262K +$15.8K +106 +6%
JPMPWA
430
J.P. Morgan Private Wealth Advisors
California
$261K +$261K +1,742 New
LCM
431
LVM Capital Management
Michigan
$258K – – –
GCA
432
Greenwood Capital Associates
South Carolina
$254K +$254K +1,700 New
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
$247K -$2.41K -16 -1%
Acadian Asset Management
434
Acadian Asset Management
Massachusetts
$237K – – –
WFM
435
Wilmington Funds Management
Delaware
$232K – – –
BF
436
BOK Financial
Oklahoma
$231K +$231K +1,548 New
CC
437
Courier Capital
New York
$230K -$68K -455 -23%
AIP
438
Ameritas Investment Partners
Nebraska
$229K -$22.6K -151 -9%
CC
439
ClearArc Capital
Ohio
$228K +$7.49K +50 +3%
JAFL
440
Jay A. Fishman Ltd
Michigan
$224K – – –
JIP
441
Jaffetilchin Investment Partners
Florida
$220K -$1.5K -10 -0.7%
CI
442
Constellation Investments
Ohio
$217K – – –
SGH
443
Schonfeld Group Holdings
New York
$216K -$26K -174 -11%
SO
444
STRS Ohio
Ohio
$214K – – –
Verition Fund Management
445
Verition Fund Management
Connecticut
$214K +$214K +1,431 New
CFA
446
Camarda Financial Advisors
Florida
$214K +$214K +1,434 New
DA
447
Denali Advisors
California
$209K -$343K -2,300 -62%
SIM
448
Sadoff Investment Management
Wisconsin
$209K -$149K -1,000 -42%
WB
449
WesBanco Bank
West Virginia
$208K +$208K +1,397 New
QBFM
450
QS Batterymarch Financial Management
New York
$191K -$13.9K -93 -7%
16 17
18
19 20