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Whirlpool

482 hedge funds and large institutions have $10.6B invested in Whirlpool in 2013 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 144 increasing their positions, 202 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more funds holding in top 10

Funds holding in top 10: 1118 (+7)

49% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 53

29% more capital invested

Capital invested by funds: $8.24B → $10.6B (+$2.36B)

5% more funds holding

Funds holding: 458482 (+24)

0.48% more ownership

Funds ownership: 91.08%91.56% (+0.48%)

29% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 202

52% less call options, than puts

Call options by funds: $219M | Put options by funds: $455M

Holders
482
Holders Change
+24
Holders Change %
+5.24%
% of All Funds
15.63%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.58%
New
79
Increased
144
Reduced
202
Closed
53
Calls
$219M
Puts
$455M
Net Calls
-$236M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$109M +$42.3M +319,944 +76%
Ameriprise
27
Ameriprise
Minnesota
$106M +$71.9M +543,562 +300%
SBAM
28
Santa Barbara Asset Management
California
$104M +$11.8M +89,502 +14%
Principal Financial Group
29
Principal Financial Group
Iowa
$103M -$2.02M -15,283 -2%
Barrow, Hanley, Mewhinney & Strauss
30
Barrow, Hanley, Mewhinney & Strauss
Texas
$101M -$766K -5,793 -0.8%
Norges Bank
31
Norges Bank
Norway
$100M +$3.08M +23,319 +4%
AQR Capital Management
32
AQR Capital Management
Connecticut
$88.3M -$2.4M -18,116 -3%
BG
33
BlackRock Group
United Kingdom
$86.6M +$1.25M +9,425 +2%
Axa
34
Axa
France
$86.1M +$4.35M +32,860 +6%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$84.7M +$3.85M +29,118 +5%
Citadel Advisors
36
Citadel Advisors
Florida
$81.4M -$21.2M -160,531 -22%
First Trust Advisors
37
First Trust Advisors
Illinois
$77.4M +$4.22M +31,934 +6%
CGT
38
Capital Guardian Trust
California
$76.8M -$6.2M -46,900 -8%
AM
39
Appaloosa Management
Florida
$69.6M -$3.31M -25,000 -5%
PI
40
Putnam Investments
Massachusetts
$67.2M +$52M +393,133 +601%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$64.5M -$79.4K -600 -0.1%
SCA
42
SAC Capital Advisors
Connecticut
$59.4M +$43.7M +330,466 +441%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$59.2M +$53.6M +405,410 New
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$59.1M -$15.3M -115,913 -22%
RFC
45
Russell Frank Company
Washington
$58.6M +$6.93M +52,423 +15%
PAM
46
Panagora Asset Management
Massachusetts
$56.6M +$685K +5,175 +1%
Wells Fargo
47
Wells Fargo
California
$55M +$8.4M +63,530 +20%
SCM
48
Sirios Capital Management
Massachusetts
$51.5M +$1.23M +9,278 +3%
Legal & General Group
49
Legal & General Group
United Kingdom
$51.2M +$633K +4,787 +1%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$49.2M +$1.71M +12,900 +4%