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Whirlpool
WHR

Overview Fund Activity

534 hedge funds and large institutions have $9.62B invested in Whirlpool in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+13
Holders Change %
+2.5%
% of All Funds
11.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
74
Increased
174
Reduced
183
Closed
59
Calls
$205M
Puts
$310M
Net Calls
-$105M
Net Calls Change
-$74.2M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$118M
2
Prudential Financial
2
Prudential Financial
New Jersey
$96.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.3B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$320M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$75.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$493M
2
LCOV
2
London Company of Virginia
Virginia
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$16.2M
4
PL
4
Perpetual Ltd
Australia
$12.4M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$760K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
451
Harvest Fund Management
China
$36K +$36K +230 New
ST
452
Smithfield Trust
Pennsylvania
$32K -$6.24K -39 -16%
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$32K – – –
GLI
454
Guardian Life Insurance
New York
$28K – – –
TAIM
455
TD Ameritrade Investment Management
Nebraska
$27K +$22K +137 +442%
BFC
456
Bedel Financial Consulting
Indiana
$26K +$159 +1 +0.6%
WB
457
Webster Bank
Connecticut
$25K – – –
PFSC
458
Peoples Financial Services Corp
Pennsylvania
$25K – – –
TCOV
459
Trust Company of Vermont
Vermont
$24K – – –
SFS
460
Sowell Financial Services
Arkansas
$23K +$23K +144 New
SF
461
Synovus Financial
Georgia
$22K – – –
GWM
462
Geneos Wealth Management
Colorado
$21K -$16.1K -108 -43%
BC
463
Bartlett & Co
Ohio
$20K +$3.97K +25 +25%
BCWM
464
Bartlett & Co Wealth Management
Ohio
$20K +$3.96K +25 +25%
APA
465
American Portfolios Advisors
New York
$18.3K – – –
CFD
466
Creative Financial Designs
Indiana
$18K +$1.71K +11 +10%
AIC
467
Ameritas Investment Company
Nebraska
$18K +$18K +119 New
PCG
468
Private Capital Group
Connecticut
$16K -$26.4K -170 -62%
BC
469
Barnett & Company
Tennessee
$16K – – –
VCM
470
Versant Capital Management
Arizona
$14K – – –
JCM
471
Jacobi Capital Management
Pennsylvania
$13K – – –
PFGIA
472
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
BCA
473
Berman Capital Advisors
Georgia
$11K – – –
GSWM
474
Golden State Wealth Management
California
$11K – – –
PMFA
475
Plante Moran Financial Advisors
Michigan
$11K +$328 +2 +3%
17 18
19
20 21