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Whirlpool
WHR

Overview Fund Activity

590 hedge funds and large institutions have $8.89B invested in Whirlpool in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 183 increasing their positions, 241 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-31
Holders Change %
-4.99%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
63
Increased
183
Reduced
241
Closed
87
Calls
$207M
Puts
$237M
Net Calls
-$30.8M
Net Calls Change
-$2.35M

Top Buyers

1
Primecap Management
Primecap Management
California
$822M
2
IAM
Iridian Asset Management
Connecticut
$126M
3
CS
Credit Suisse
Switzerland
$50.5M
4
H
Hexavest
Quebec, Canada
$34.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.9M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$14.8M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$44M
3
Wells Fargo
Wells Fargo
California
$56.8M
4
Goldman Sachs
Goldman Sachs
New York
$65.3M
5
O
OppenheimerFunds
New York
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$228K +$3.52K +24 +2%
OCM
452
Orleans Capital Management
Louisiana
$228K +$228K +1,560 New
AHC
453
Adell Harriman & Carpenter
Texas
$226K -$54.8K -375 -20%
RIM
454
Redpoint Investment Management
Australia
$222K -$451K -3,081 -67%
SSWM
455
Smith Salley Wealth Management
North Carolina
$219K – – –
RCM
456
Radnor Capital Management
Pennsylvania
$219K – – –
AP
457
Advisor Partners
California
$217K -$31.7K -217 -13%
ECM
458
Estabrook Capital Management
New York
$214K -$2.47M -16,865 -92%
CT
459
Clearstead Trust
Maine
$214K +$67.9K +465 +47%
WP
460
WMS Partners
Maryland
$213K +$213K +1,460 New
MG
461
Markel Group
Virginia
$211K +$211K +1,444 New
BAM
462
Brave Asset Management
New Jersey
$210K – – –
LCM
463
LVM Capital Management
Michigan
$208K – – –
CAM
464
Cozad Asset Management
Illinois
$208K +$208K +1,420 New
BCA
465
Bay Colony Advisors
Massachusetts
$208K +$208K +1,420 New
BOTW
466
Bank of the West
California
$206K -$38.9K -266 -16%
CCA
467
Catalyst Capital Advisors
New York
$190K – – –
CPA
468
Clear Perspective Advisors
Illinois
$170K -$1.02K -7 -0.6%
OIA
469
Optimum Investment Advisors
Illinois
$160K -$21.9K -150 -12%
Victory Capital Management
470
Victory Capital Management
Texas
$151K -$8.16K -56 -5%
MA
471
MUFG Americas
New York
$146K +$54.8K +375 +60%
CSS
472
Cubist Systematic Strategies
Connecticut
$138K -$983K -6,744 -88%
NSB
473
Norway Savings Bank
Maine
$132K – – –
FIA
474
FNY Investment Advisers
New York
$123K +$123K +851 New
SFSIG
475
San Francisco Sentry Investment Group
California
$117K – – –
17 18
19
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