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Whirlpool
WHR

Overview Fund Activity

511 hedge funds and large institutions have $8.1B invested in Whirlpool in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 151 increasing their positions, 198 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
10.5%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
89
Increased
151
Reduced
198
Closed
71
Calls
$105M
Puts
$120M
Net Calls
-$14.5M
Net Calls Change
-$24.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$629M
2
SSM
2
Sound Shore Management
Connecticut
$90.5M
3
Charles Schwab
3
Charles Schwab
California
$125M
4
Boston Partners
4
Boston Partners
Massachusetts
$187M
5
CB
5
Commerce Bank
Missouri
$41.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B
2
Prudential Financial
2
Prudential Financial
New Jersey
$8.78M
3
Primecap Management
3
Primecap Management
California
$900M
4
Citigroup
4
Citigroup
New York
$6.71M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
Apollon Wealth Management
South Carolina
$16K +$16K +121 New
CFG
452
Citizens Financial Group
Rhode Island
$15K +$256 +2 +2%
PA
453
Parallel Advisors
California
$14K -$5.45K -44 -28%
CFGS
454
Concourse Financial Group Securities
Alabama
$14K -$2.09K -16 -13%
LWM
455
Lenox Wealth Management
Ohio
$13K -$5.93K -47 -31%
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$13K -$5.18K -41 -28%
BC
457
Barnett & Company
Tennessee
$13K – – –
TCM
458
TD Capital Management
Tennessee
$13K +$129 +1 +1%
CAC
459
Certified Advisory Corp
Florida
$13K +$5.59K +43 +75%
MLFP
460
MPS Loria Financial Planners
Illinois
$13K +$13K +100 New
CAW
461
Cornerstone Advisors (Washington)
Washington
$12K -$800 -6 -6%
FCFS
462
First Command Financial Services
Texas
$11K – – –
FCB
463
First Command Bank
Texas
$11K – – –
HIA
464
Harbor Investment Advisory
Maryland
$10K +$1.17K +9 +13%
AF
465
Advisornet Financial
Minnesota
$10K +$2.56K +20 +34%
TC
466
Truvestments Capital
Florida
$10K +$10K +84 New
HFM
467
Hartford Financial Management
Connecticut
$8K – – –
SSB
468
Sandy Spring Bank
Maryland
$8K – – –
JFA
469
JNBA Financial Advisors
Minnesota
$8K – – –
RFA
470
Reilly Financial Advisors
California
$6K – – –
ADL
471
Asset Dedication LLC
California
$6K – – –
CAL
472
Capital Advisors Ltd
Ohio
$6K – – –
PCFFS
473
Pacific Center for Financial Services
California
$6K – – –
VFA
474
Valeo Financial Advisors
Indiana
$6K +$4.98K +39 +488%
NG
475
NWK Group
California
$6K +$6K +45 New
17 18
19
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