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Whirlpool
WHR

Overview Fund Activity

522 hedge funds and large institutions have $11B invested in Whirlpool in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+40
Holders Change %
+8.3%
% of All Funds
15.16%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
73
Increased
171
Reduced
208
Closed
29
Calls
$238M
Puts
$507M
Net Calls
-$269M
Net Calls Change
-$32.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$233M
2
Invesco
Invesco
Georgia
$213M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$45M
4
OAMG
Odey Asset Management Group
United Kingdom
$258M
5
Nomura Holdings
Nomura Holdings
Japan
$43.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$308M
2
AL
AJO LP
Pennsylvania
$70.5M
3
Primecap Management
Primecap Management
California
$259M
4
Principal Financial Group
Principal Financial Group
Iowa
$29.7M
5
JHIU
Janus Henderson Investors US
Colorado
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
451
Pinnacle Associates
New York
$209K -$82.5K -525 -28%
Creative Planning
452
Creative Planning
Kansas
$207K +$77K +490 +59%
SPC
453
Stewart & Patten Company
California
$207K +$207K +1,318 New
AG
454
Algert Global
California
$205K +$205K +1,310 New
BOH
455
Bank of Hawaii
Hawaii
$202K -$150K -955 -43%
OIA
456
Optimum Investment Advisors
Illinois
$180K +$31.3K +200 +21%
NIM
457
NuWave Investment Management
New Jersey
$179K +$179K +1,140 New
SEC
458
Seven Eight Capital
New York
$173K +$173K +1,100 New
RNS
459
Robert N. Shapiro
$166K -$314 -2 -0.2%
FMLI
460
Fukoku Mutual Life Insurance
Japan
$157K – – –
WAM
461
Wolverine Asset Management
Illinois
$141K -$350K -2,232 -71%
PCM
462
Prelude Capital Management
New York
$137K +$137K +875 New
CAM
463
ClariVest Asset Management
California
$126K -$297K -1,906 -70%
MA
464
MUFG Americas
New York
$117K -$2.36K -15 -2%
NYLT
465
New York Life Trust
New York
$108K +$108K +691 New
GIS
466
Guardian Investor Services
New York
$100K – – –
HHMI
467
Howard Hughes Medical Institute
Maryland
$91K +$11.2K +72 +14%
MFS
468
MSI Financial Services
Massachusetts
$87K +$3.14K +20 +4%
WA
469
WFG Advisors
Texas
$82K +$3.15K +20 +4%
MFBTD
470
MB Financial Bank - Trust Department
Illinois
$78K – – –
DADC
471
D.A. Davidson & Co
Montana
$77K +$5.5K +36 +8%
WT
472
Whittier Trust
California
$74K – – –
ARMT
473
Amica Retiree Medical Trust
Rhode Island
$72K +$72K +462 New
GLI
474
Guardian Life Insurance
New York
$70K -$76.6K -490 -52%
TF
475
Tompkins Financial
New York
$69K – – –
17 18
19
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