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Whirlpool

605 hedge funds and large institutions have $12.5B invested in Whirlpool in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 212 increasing their positions, 215 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

14% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 87

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.5B)

0% more funds holding

Funds holding: 605605 (0)

0% less ownership

Funds ownership: 91.69%91.69% (-0%)

1% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 215

23% less call options, than puts

Call options by funds: $249M | Put options by funds: $325M

Holders
605
Holders Change
Holders Change %
0%
% of All Funds
15.13%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.35%
New
99
Increased
212
Reduced
215
Closed
87
Calls
$249M
Puts
$325M
Net Calls
-$76.2M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
26
Primecap Management
California
$118M +$94.4M +569,922 +721%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$117M -$636K -3,844 -0.6%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M +$12.3M +74,477 +13%
Wells Fargo
29
Wells Fargo
California
$113M +$3.53M +21,314 +4%
Federated Hermes
30
Federated Hermes
Pennsylvania
$106M -$12.9M -78,076 -12%
AL
31
Appaloosa LP
New Jersey
$103M -$98M -591,858 -51%
EVM
32
Eaton Vance Management
Massachusetts
$99.8M +$19.3M +116,295 +27%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$97.8M -$54M -325,865 -38%
Goldman Sachs
34
Goldman Sachs
New York
$90M +$4.97M +30,028 +6%
Morgan Stanley
35
Morgan Stanley
New York
$86.1M +$7.19M +43,408 +10%
FC
36
Fairpointe Capital
Illinois
$86M +$12M +72,648 +18%
Allianz Asset Management
37
Allianz Asset Management
Germany
$83.7M +$6.34M +38,271 +9%
CB
38
Cooke & Bieler
Pennsylvania
$78.5M +$18M +108,759 +34%
Stifel Financial
39
Stifel Financial
Missouri
$75M +$5.41M +32,690 +9%
Legal & General Group
40
Legal & General Group
United Kingdom
$66.9M +$101K +607 +0.2%
CGM
41
Capital Growth Management
Massachusetts
$66.3M +$2.48M +15,000 +4%
PPA
42
Parametric Portfolio Associates
Washington
$65.6M +$3.84M +23,222 +7%
ClearBridge Investments
43
ClearBridge Investments
New York
$61.2M +$2.1M +12,681 +4%
EP
44
Edinburgh Partners
United Kingdom
$60.4M -$401K -2,420 -0.7%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$60.4M +$14.1M +85,425 +35%
TCIM
46
TIAA CREF Investment Management
New York
$59.7M -$6.42M -38,774 -11%
JHIU
47
Janus Henderson Investors US
Colorado
$58.2M +$7.75M +46,825 +17%
Teacher Retirement System of Texas
48
Teacher Retirement System of Texas
Texas
$57.3M -$360K -2,172 -0.7%
CIC
49
Chilton Investment Company
Connecticut
$54.6M +$49.7M +300,359 New
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$52.7M +$4.26M +25,709 +10%