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Whirlpool

580 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 557580 (+23)

2% more capital invested

Capital invested by funds: $13.7B → $14B (+$321M)

2.07% less ownership

Funds ownership: 90.8%88.74% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 238

44% less call options, than puts

Call options by funds: $227M | Put options by funds: $408M

Holders
580
Holders Change
+23
Holders Change %
+4.13%
% of All Funds
15.46%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
82
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$129M +$1.74M +8,560 +1%
SBAM
27
Santa Barbara Asset Management
California
$127M -$9.98M -49,136 -7%
AQR Capital Management
28
AQR Capital Management
Connecticut
$127M +$77M +379,269 +153%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$124M +$5.08M +24,989 +4%
MAM
30
Marketfield Asset Management
New York
$114M -$60M -295,573 -34%
Barrow, Hanley, Mewhinney & Strauss
31
Barrow, Hanley, Mewhinney & Strauss
Texas
$114M -$122K -600 -0.1%
IC
32
Institutional Capital
Illinois
$112M +$113M +554,010 New
Capital International Investors
33
Capital International Investors
California
$106M -$19.6M -96,400 -15%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$106M +$392K +1,929 +0.4%
Federated Hermes
35
Federated Hermes
Pennsylvania
$106M -$16.6M -81,855 -14%
Wells Fargo
36
Wells Fargo
California
$106M +$4.24M +20,882 +4%
Allianz Asset Management
37
Allianz Asset Management
Germany
$97.3M -$2.86M -14,075 -3%
PI
38
Putnam Investments
Massachusetts
$88.1M -$46.5M -228,759 -34%
EP
39
Edinburgh Partners
United Kingdom
$87.5M +$88.2M +434,465 New
CGT
40
Capital Guardian Trust
California
$84M +$6.01M +29,616 +8%
Mawer Investment Management
41
Mawer Investment Management
Alberta, Canada
$81.5M -$430K -2,115 -0.5%
MAA
42
Managed Account Advisors
New Jersey
$73.9M +$4.06M +19,980 +6%
Citadel Advisors
43
Citadel Advisors
Florida
$72.3M -$257M -1,264,145 -78%
Morgan Stanley
44
Morgan Stanley
New York
$70.2M +$42.5M +209,288 +151%
RFC
45
Russell Frank Company
Washington
$65.8M -$35.9M -176,653 -35%
Legal & General Group
46
Legal & General Group
United Kingdom
$65.4M -$1.37M -6,768 -2%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$64.3M +$8.12M +39,990 +14%
GA
48
Geneva Advisors
Illinois
$64M +$1.11M +5,461 +2%
Teacher Retirement System of Texas
49
Teacher Retirement System of Texas
Texas
$64M -$406 -2 -0%
Deutsche Bank
50
Deutsche Bank
Germany
$61.7M -$59.4M -292,555 -49%