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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
MA
451
MUFG Americas
New York
$99K +$4.06K +24 +4%
HCC
452
Hirtle Callaghan & Co
Pennsylvania
$96K
PFBT
453
Parkside Financial Bank & Trust
Missouri
$96K +$110K +649 New
VIA
454
Vident Investment Advisory
Georgia
$95K +$84.6K +500 +342%
QCG
455
Quadrant Capital Group
Ohio
$94K -$338 -2 -0.3%
NFG
456
Next Financial Group
Texas
$91K +$21.2K +125 +25%
WAM
457
Wolverine Asset Management
Illinois
$88K -$102K -600 -50%
WEC
458
Winslow Evans & Crocker
Massachusetts
$85.1K
WTB
459
Washington Trust Bank
Washington
$85K +$26.4K +156 +37%
Manulife (Manufacturers Life Insurance)
460
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.4K +$13.3M +78,773 +16%
WA
461
WFG Advisors
Texas
$83K +$36K +213 +61%
DADC
462
D.A. Davidson & Co
Montana
$79K -$4.06K -24 -4%
PAIA
463
Park Avenue Institutional Advisers
New York
$77K -$2.71K -16 -3%
SIG
464
Schooner Investment Group
Pennsylvania
$74K -$254K -1,500 -75%
MWP
465
MYCIO Wealth Partners
Pennsylvania
$74K
WT
466
Whittier Trust
California
$69K
ARMT
467
Amica Retiree Medical Trust
Rhode Island
$68K
GLI
468
Guardian Life Insurance
New York
$67K +$20.1K +119 +35%
First Manhattan
469
First Manhattan
New York
$66K
Franklin Resources
470
Franklin Resources
California
$62K +$55.2K +326 +354%
ST
471
Smithfield Trust
Pennsylvania
$60K -$205K -1,210 -75%
FNBT
472
FineMark National Bank & Trust
Florida
$58K -$2.54K -15 -4%
BCA
473
Bray Capital Advisors
Florida
$54K -$15.4K -91 -20%
MFS
474
MSI Financial Services
Massachusetts
$52K +$508 +3 +0.9%
PMFA
475
Plante Moran Financial Advisors
Michigan
$40K -$63.8K -377 -58%