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Whirlpool
WHR

Overview Fund Activity

521 hedge funds and large institutions have $8.41B invested in Whirlpool in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 172 increasing their positions, 198 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-33
Holders Change %
-5.96%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
49
Increased
172
Reduced
198
Closed
73
Calls
$168M
Puts
$199M
Net Calls
-$30.8M
Net Calls Change
-$5.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$54.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$38.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$47.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$50.4M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$165M
3
Millennium Management
3
Millennium Management
New York
$11.3M
4
AIG
4
American International Group
New York
$396M
5
FC
5
Fairpointe Capital
Illinois
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
451
American Portfolios Advisors
New York
$16.5K – – –
CFGS
452
Concourse Financial Group Securities
Alabama
$15K – – –
CFD
453
Creative Financial Designs
Indiana
$15K +$286 +2 +2%
PO
454
Private Ocean
California
$15K +$15K +108 New
BCWM
455
Bartlett & Co Wealth Management
Ohio
$14.4K – – –
BC
456
Barnett & Company
Tennessee
$14K -$99K -700 -88%
HWM
457
Holloway Wealth Management
Florida
$14K -$2.67M – –
BC
458
Bartlett & Co
Ohio
$14K – – –
EWM
459
Executive Wealth Management
Michigan
$14K +$139 +1 +1%
VCM
460
Versant Capital Management
Arizona
$12K -$6.61K -49 -36%
APC
461
Aspire Private Capital
North Carolina
$12K -$565 -4 -4%
PFGIA
462
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
JCM
463
Jacobi Capital Management
Pennsylvania
$12K +$12K +81 New
GSWM
464
Golden State Wealth Management
California
$10K – – –
PCP
465
Proficio Capital Partners
Massachusetts
$10K +$2.25K +16 +29%
JFA
466
JNBA Financial Advisors
Minnesota
$9K – – –
PMFA
467
Plante Moran Financial Advisors
Michigan
$9K +$277 +2 +3%
BCA
468
Berman Capital Advisors
Georgia
$9K +$6.17K +48 +218%
SIC
469
Salem Investment Counselors
North Carolina
$8K – – –
AF
470
Advisornet Financial
Minnesota
$8K – – –
SSB
471
Sandy Spring Bank
Maryland
$8K – – –
HFM
472
Hartford Financial Management
Connecticut
$8K – – –
S
473
SignatureFD
Georgia
$8K +$3.02K +20 +61%
SLF
474
Sun Life Financial
Ontario, Canada
$7K -$7.54K -56 -52%
YWP
475
YorkBridge Wealth Partners
New York
$7K – – –
17 18
19
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