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Whirlpool
WHR

Overview Fund Activity

565 hedge funds and large institutions have $12.3B invested in Whirlpool in 2016 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 203 increasing their positions, 193 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+39
Holders Change %
+7.41%
% of All Funds
15.08%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
99
Increased
203
Reduced
193
Closed
55
Calls
$167M
Puts
$258M
Net Calls
-$91.2M
Net Calls Change
+$35M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$156M
2
FC
2
Fairpointe Capital
Illinois
$88.5M
3
O
3
OppenheimerFunds
New York
$103M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$62.3M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$85.9M

Top Sellers

1
IC
1
Institutional Capital
Illinois
$327M
2
Invesco
2
Invesco
Georgia
$216M
3
Ameriprise
3
Ameriprise
Minnesota
$46.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$62.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
426
Alpha Capital Management
Texas
$309K -$81.1K -450 -21%
MSV
427
MN Services Vermogensbeheer
Netherlands
$307K +$307K +1,943 New
EMFAT
428
Emerald Mutual Fund Advisers Trust
Pennsylvania
$305K -$27.4K -152 -8%
SWP
429
Stratos Wealth Partners
Ohio
$300K +$7.92K +44 +3%
JG
430
Jefferies Group
New York
$298K +$298K +1,650 New
YP
431
Yellowstone Partners
Idaho
$293K -$94.1K -521 -24%
LCM
432
LVM Capital Management
Michigan
$293K – – –
FHA
433
First Horizon Advisors
Tennessee
$290K -$2.51K -14 -0.9%
CI
434
Cavalier Investments
Georgia
$287K -$60.1K -333 -17%
AP
435
Advisor Partners
California
$272K +$272K +1,507 New
CCM
436
CrestPoint Capital Management
Missouri
$271K -$397K -2,200 -59%
SSWM
437
Smith Salley Wealth Management
North Carolina
$271K – – –
CSS
438
Cubist Systematic Strategies
Connecticut
$257K -$238K -1,320 -48%
Pacer Advisors
439
Pacer Advisors
Pennsylvania
$255K +$11.2K +62 +5%
CFS
440
Commonwealth Financial Services
West Virginia
$255K +$255K +1,413 New
WB
441
WesBanco Bank
West Virginia
$253K +$253K +1,404 New
HIC
442
Holderness Investments Company
North Carolina
$248K – – –
TG
443
TLP Group
Illinois
$240K – – –
DC
444
Davenport & Co
Virginia
$239K +$239K +1,327 New
EFS
445
Essex Financial Services
Connecticut
$237K +$237K +1,315 New
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$234K – – –
PGFC
447
Peapack-Gladstone Financial Corp
New Jersey
$234K +$234K +1,300 New
TAM
448
Tocqueville Asset Management
New York
$234K -$360K -2,000 -61%
KFC
449
Klingenstein Fields & Co
New York
$234K +$234K +1,300 New
CWM
450
Concert Wealth Management
California
$231K -$17.2K -95 -7%
16 17
18
19 20