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Whirlpool

527 hedge funds and large institutions have $10.5B invested in Whirlpool in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 89.85%91.87% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 189

5% less funds holding

Funds holding: 554527 (-27)

14% less capital invested

Capital invested by funds: $12.1B → $10.5B (-$1.67B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

30% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 83

43% less call options, than puts

Call options by funds: $202M | Put options by funds: $354M

Holders
527
Holders Change
-27
Holders Change %
-4.87%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.36%
New
58
Increased
203
Reduced
189
Closed
83
Calls
$202M
Puts
$354M
Net Calls
-$152M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
426
Jay A. Fishman Ltd
Michigan
$221K
IAS
427
IMA Advisory Services
Colorado
$216K -$18.6K -110 -6%
Bank of Nova Scotia
428
Bank of Nova Scotia
Ontario, Canada
$215K +$13.5K +80 +6%
SLAM
429
Swiss Life Asset Management
$214K +$246K +1,454 New
OIA
430
Optimum Investment Advisors
Illinois
$213K +$245K +1,446 New
AIP
431
Ameritas Investment Partners
Nebraska
$212K
HIC
432
Holderness Investments Company
North Carolina
$212K +$13.5K +80 +6%
CWM
433
Concert Wealth Management
California
$211K +$4.06K +24 +2%
PAM
434
PartnerRe Asset Management
Connecticut
$209K -$338 -2 -0.1%
MYAM
435
Meiji Yasuda Asset Management
Japan
$207K -$76.1K -450 -24%
MA
436
Marshwinds Advisory
Georgia
$206K -$46.5K -275 -16%
EOJOAM
437
E. Ohman J:or Asset Management
Sweden
$191K
CCS
438
Crosspoint Capital Strategies
California
$188K -$66.2K -391 -23%
KT
439
Kanaly Trust
Texas
$170K -$7.11K -42 -4%
ERSOT
440
Employees Retirement System of Texas
Texas
$147K -$338K -2,000 -67%
FHA
441
First Horizon Advisors
Tennessee
$145K -$34.4K -203 -17%
SSG
442
Summit Securities Group
New York
$133K -$166K -981 -52%
FMLI
443
Fukoku Mutual Life Insurance
Japan
$133K
Fuller & Thaler Asset Management
444
Fuller & Thaler Asset Management
California
$133K +$152K +900 New
SC
445
SRB Corp
Massachusetts
$129K +$20.1K +119 +16%
AAM
446
Advisors Asset Management
Colorado
$124K -$62.9K -372 -31%
MAM
447
Mizuho Asset Management
Japan
$121K +$22.3K +132 +19%
W
448
Wealthfront
California
$105K -$1.01K -6 -0.8%
JWM
449
Jacobus Wealth Management
Wisconsin
$105K
HNB
450
Huntington National Bank
Ohio
$100K +$9.31K +55 +9%