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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 %
VRS
451
Virginia Retirement System
Virginia
$229K +$229K +1,268 New
HB
452
Homrich & Berg
Georgia
$228K +$228K +1,262 New
SHCM
453
Stokes & Hubbell Capital Management
Louisiana
$227K +$227K +1,260 New
SCA
454
Salient Capital Advisors
Texas
$225K +$225K +1,250 New
AWP
455
Ascent Wealth Partners
New York
$223K +$223K +1,235 New
BCI
456
Brinker Capital Investments
Pennsylvania
$223K +$223K +1,237 +123,700%
NSAM
457
North Star Asset Management
Wisconsin
$222K +$222K +1,231 New
MA
458
Marshwinds Advisory
Georgia
$221K +$221K +1,225 New
GS
459
Girard Securities
California
$220K +$220K +1,221 New
FMBTD
460
First Midwest Bank Trust Division
Illinois
$219K +$219K +1,215 New
SW
461
SVB Wealth
Massachusetts
$218K -$52K -289 -19%
WAM
462
Wolverine Asset Management
Illinois
$216K +$18K +100 +9%
FCBT
463
First Citizens Bank & Trust
North Carolina
$216K +$216K +1,200 New
MIC
464
MU Investments Company
Japan
$215K +$10.7K +60 +5%
CCM
465
Compton Capital Management
Rhode Island
$214K +$214K +1,185 New
V
466
Veritable
Delaware
$209K +$209K +1,158 New
CBA
467
Coastal Bridge Advisors
Connecticut
$208K +$208K +1,155 New
KT
468
Kanaly Trust
Texas
$206K +$8.29K +46 +4%
SI
469
Scout Investments
Missouri
$206K +$206K +1,145 New
MFS
470
MSI Financial Services
Massachusetts
$199K -$46.6K -259 -19%
CB
471
Chemical Bank
Michigan
$193K +$168K +58,865 +663%
Lazard Asset Management
472
Lazard Asset Management
New York
$182K +$182K +1,014 New
ERSOT
473
Employees Retirement System of Texas
Texas
$180K – – –
MWP
474
MYCIO Wealth Partners
Pennsylvania
$179K +$88.6K +490 +98%
SC
475
SRB Corp
Massachusetts
$170K +$12.1K +67 +8%
17 18
19
20 21