WHR icon

Whirlpool
WHR

Overview Fund Activity

554 hedge funds and large institutions have $8.01B invested in Whirlpool in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 162 increasing their positions, 211 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+28
Holders Change %
+5.32%
% of All Funds
12.01%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
95
Increased
162
Reduced
211
Closed
61
Calls
$122M
Puts
$147M
Net Calls
-$25.1M
Net Calls Change
+$29.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$162M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$961M
3
MHI
3
Miller Howard Investments
New York
$46.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$71.4M
5
State Street
5
State Street
Massachusetts
$432M

Top Sellers

1
SBAM
1
Santa Barbara Asset Management
California
$23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
Bank of America
3
Bank of America
North Carolina
$64.8M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$234M
5
Millennium Management
5
Millennium Management
New York
$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
451
Atlas Capital Advisors
Wyoming
$50.4K +$50.4K +379 New
WAM
452
Wealthspire Advisors (Maryland)
Maryland
$50K -$3.33K -25 -6%
NSIM
453
North Star Investment Management
Illinois
$46K – – –
SFSIG
454
San Francisco Sentry Investment Group
California
$44K +$20.3K +154 +86%
OFS
455
Orrstown Financial Services
Pennsylvania
$43K -$326K -2,458 -88%
CAPTRUST Financial Advisors
456
CAPTRUST Financial Advisors
North Carolina
$41K +$25.1K +190 +158%
SQA
457
Simon Quick Advisors
New Jersey
$40K – – –
FNB
458
Farmers National Bank
Kentucky
$40K +$40K +304 New
OIA
459
Optimum Investment Advisors
Illinois
$39K – – –
BWM
460
Baystate Wealth Management
Massachusetts
$39K +$281 +2 +0.7%
TA
461
Thor Advisors
New York
$38K +$38K +288 New
CAM
462
Cresset Asset Management
Illinois
$37K +$25.8K +193 +230%
PCG
463
Private Capital Group
Connecticut
$36K – – –
RCAG
464
Rehmann Capital Advisory Group
Michigan
$32.7K -$2.92K -22 -8%
ST
465
Smithfield Trust
Pennsylvania
$32K -$28.1K -210 -47%
CIA
466
CSat Investment Advisory
Michigan
$32K -$8.5K -64 -21%
AOWM
467
Alpha Omega Wealth Management
Virginia
$31K – – –
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K +$397 +3 +1%
TC
469
Truvestments Capital
Florida
$28K +$28K +208 New
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$27K – – –
PCM
471
Penserra Capital Management
California
$27K +$27K +210 New
GLI
472
Guardian Life Insurance
New York
$24K – – –
DSC
473
Duncker Streett & Co
Missouri
$24K – – –
TFS
474
TrustCore Financial Services
Tennessee
$24K +$24K +181 New
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$23K +$23K +170 New
17 18
19
20 21