We are live on ! Find out more
WHR icon

Whirlpool

526 hedge funds and large institutions have $6.36B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 93.16%93.3% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 559526 (-33)

11% less capital invested

Capital invested by funds: $7.15B → $6.36B (-$783M)

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

26% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 102

29% less call options, than puts

Call options by funds: $134M | Put options by funds: $188M

Holders
526
Holders Change
-33
Holders Change %
-5.9%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
157
Reduced
213
Closed
102
Calls
$134M
Puts
$188M
Net Calls
-$54.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
451
American Portfolios Advisors
New York
$12.4K -$17.6K -155 -57%
1832 Asset Management
452
1832 Asset Management
Ontario, Canada
$12K +$13K +115 New
BC
453
Bartlett & Co
Ohio
$11K
DAM
454
Delta Asset Management
Tennessee
$11K
BAM
455
Bruderman Asset Management
New York
$11K +$11.3K +100 New
EWM
456
Executive Wealth Management
Michigan
$11K +$11.3K +100 New
RT
457
Rockland Trust
Massachusetts
$11K +$11.3K +100 New
CFGS
458
Concourse Financial Group Securities
Alabama
$11K +$12.1K +107 New
BCWM
459
Bartlett & Co Wealth Management
Ohio
$10.8K
APC
460
Aspire Private Capital
North Carolina
$10K +$10.1K +89 New
Pacer Advisors
461
Pacer Advisors
Pennsylvania
$9K -$452K -3,987 -98%
SFG
462
SevenBridge Financial Group
Pennsylvania
$9K -$12.5K -110 -57%
FC
463
Ferris Capital
Massachusetts
$9K -$6.92K -61 -43%
PA
464
Parallel Advisors
California
$9K +$2.5K +22 +35%
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$6.24K +55 +190%
CAM
466
Cresset Asset Management
Illinois
$9K +$9.53K +84 New
BBHC
467
Brown Brothers Harriman & Co
New York
$6K -$31.6K -279 -84%
JFA
468
JNBA Financial Advisors
Minnesota
$6K -$19.7K -174 -74%
AF
469
Advisornet Financial
Minnesota
$6K
HFM
470
Hartford Financial Management
Connecticut
$6K
SSB
471
Sandy Spring Bank
Maryland
$6K
YWP
472
YorkBridge Wealth Partners
New York
$6K
PMFA
473
Plante Moran Financial Advisors
Michigan
$6K +$340 +3 +6%
TFA
474
Transamerica Financial Advisors
Florida
$6K +$454 +4 +9%
FHA
475
Flagship Harbor Advisors
Massachusetts
$5K -$35.5K -313 -86%