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Whirlpool

634 hedge funds and large institutions have $12B invested in Whirlpool in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 227 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 51

5% more funds holding

Funds holding: 605634 (+29)

2.63% more ownership

Funds ownership: 91.69%94.32% (+2.6%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$496M)

4% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 227

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

47% less call options, than puts

Call options by funds: $116M | Put options by funds: $218M

Holders
634
Holders Change
+29
Holders Change %
+4.79%
% of All Funds
15.78%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.27%
New
90
Increased
217
Reduced
227
Closed
51
Calls
$116M
Puts
$218M
Net Calls
-$102M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
26
Levin Capital Strategies
New York
$113M +$117M +660,286 New
Primecap Management
27
Primecap Management
California
$113M +$1.55M +8,700 +1%
FPP
28
Findlay Park Partners
United Kingdom
$111M +$88.8M +500,000 +333%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$109M -$1.01M -5,685 -0.9%
Wells Fargo
30
Wells Fargo
California
$106M -$276K -1,553 -0.2%
CB
31
Cooke & Bieler
Pennsylvania
$103M +$29.9M +168,436 +39%
EVM
32
Eaton Vance Management
Massachusetts
$102M +$8.12M +45,713 +8%
CIC
33
Chilton Investment Company
Connecticut
$98.2M +$48.5M +273,015 +91%
FC
34
Fairpointe Capital
Illinois
$84.2M +$3.32M +18,696 +4%
AL
35
Appaloosa LP
New Jersey
$82.6M -$15.1M -84,998 -15%
JP Morgan Chase
36
JP Morgan Chase
New York
$76.1M +$34.8M +196,090 +79%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$73.6M +$24.9M +140,121 +48%
Goldman Sachs
38
Goldman Sachs
New York
$69.6M -$15.8M -88,841 -18%
Allianz Asset Management
39
Allianz Asset Management
Germany
$69.6M -$9.63M -54,252 -12%
Bessemer Group
40
Bessemer Group
New Jersey
$69.6M +$71.8M +404,557 +27,671%
Stifel Financial
41
Stifel Financial
Missouri
$69.5M -$1.22M -6,864 -2%
Legal & General Group
42
Legal & General Group
United Kingdom
$66.1M +$3.24M +18,250 +5%
ClearBridge Investments
43
ClearBridge Investments
New York
$60M +$2.43M +13,685 +4%
TCIM
44
TIAA CREF Investment Management
New York
$58.3M +$2.07M +11,676 +4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$57.9M +$979K +5,510 +2%
Teacher Retirement System of Texas
46
Teacher Retirement System of Texas
Texas
$54M
ABC
47
Anchor Bolt Capital
Illinois
$53.4M +$16.2M +91,061 +41%
Swiss National Bank
48
Swiss National Bank
Switzerland
$45.6M +$9.79M +55,100 +26%
Charles Schwab
49
Charles Schwab
California
$44.2M -$1.89M -10,638 -4%
CGT
50
Capital Guardian Trust
California
$43.3M -$639K -3,600 -1%