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Whirlpool

580 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 557580 (+23)

2% more capital invested

Capital invested by funds: $13.7B → $14B (+$321M)

2.07% less ownership

Funds ownership: 90.8%88.74% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 238

44% less call options, than puts

Call options by funds: $227M | Put options by funds: $408M

Holders
580
Holders Change
+23
Holders Change %
+4.13%
% of All Funds
15.46%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
82
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
POA
451
Pergamon Offshore Advisors
New York
$321K +$323K +1,589 New
IAS
452
IMA Advisory Services
Colorado
$319K +$30.5K +150 +10%
IC
453
IKOS CIF
Cyprus
$314K +$28.8K +142 +10%
BCI
454
Brinker Capital Investments
Pennsylvania
$312K +$252K +1,239 +405%
JAFL
455
Jay A. Fishman Ltd
Michigan
$303K
ANBTV
456
American National Bank & Trust (Virginia)
Virginia
$303K
SSWM
457
Smith Salley Wealth Management
North Carolina
$303K
TSS
458
Two Sigma Securities
New York
$300K -$2.03K -10 -0.7%
CTC
459
Central Trust Company
Missouri
$294K -$72.7K -358 -20%
OIA
460
Optimum Investment Advisors
Illinois
$292K
AIP
461
Ameritas Investment Partners
Nebraska
$291K
CWM
462
Concert Wealth Management
California
$287K +$381K +1,877 New
WB
463
WesBanco Bank
West Virginia
$282K +$10.2K +50 +4%
CS
464
Candriam SCA
Luxembourg
$277K
HIC
465
Holderness Investments Company
North Carolina
$275K -$10.2K -50 -4%
TI
466
Telemetry Investments
New York
$274K +$275K +1,355 New
NIMI
467
Natixis Investment Managers International
France
$270K +$272K +1,337 New
Bank of Nova Scotia
468
Bank of Nova Scotia
Ontario, Canada
$269K -$10.2K -50 -4%
FMBTD
469
First Midwest Bank Trust Division
Illinois
$265K -$28.4K -140 -10%
PGFC
470
Peapack-Gladstone Financial Corp
New Jersey
$263K -$203K -1,000 -43%
EOJOAM
471
E. Ohman J:or Asset Management
Sweden
$263K
NSAM
472
North Star Asset Management
Wisconsin
$260K -$6.09K -30 -2%
AP
473
Advisor Partners
California
$258K +$3.66K +18 +1%
SCM
474
Shelton Capital Management
Colorado
$257K -$447K -2,200 -63%
FAAS
475
First Allied Advisory Services
California
$256K -$9.54K -47 -4%