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Whirlpool

526 hedge funds and large institutions have $6.36B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 93.16%93.3% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 559526 (-33)

11% less capital invested

Capital invested by funds: $7.15B → $6.36B (-$783M)

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

26% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 102

29% less call options, than puts

Call options by funds: $134M | Put options by funds: $188M

Holders
526
Holders Change
-33
Holders Change %
-5.9%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
157
Reduced
213
Closed
102
Calls
$134M
Puts
$188M
Net Calls
-$54.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$47.8M -$1.9M -16,735 -4%
Legal & General Group
27
Legal & General Group
United Kingdom
$38.3M +$2.46M +21,719 +6%
Barclays
28
Barclays
United Kingdom
$37.2M +$1.28M +11,313 +3%
Wells Fargo
29
Wells Fargo
California
$35.1M -$4.28M -37,771 -10%
PPA
30
Parametric Portfolio Associates
Washington
$34.5M +$3.17M +27,925 +9%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$32.9M +$29M +255,304 +487%
TSAM
32
Trinity Street Asset Management
United Kingdom
$32.9M +$3.4M +29,942 +11%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$32.8M -$10.2M -90,290 -23%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$30.3M +$6.87M +60,522 +27%
RCM
35
Roystone Capital Management
New York
$28.9M -$12.7M -112,000 -29%
KBC Group
36
KBC Group
Belgium
$26.3M +$1.29M +11,408 +5%
UBS AM
37
UBS AM
Illinois
$26M +$116K +1,019 +0.4%
MIM
38
Manitou Investment Management
Ontario, Canada
$24.3M -$9.18M -80,950 -38%
BA
39
Bridgewater Associates
Connecticut
$23.8M +$10.2M +89,989 +68%
Swiss National Bank
40
Swiss National Bank
Switzerland
$22.4M +$408K +3,600 +2%
JP Morgan Chase
41
JP Morgan Chase
New York
$22.3M +$4.14M +36,499 +21%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$20.2M -$1.61M -14,217 -7%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$19.1M -$6.01M -52,978 -23%
EDRH
44
Edmond de Rothschild Holding
Switzerland
$18.7M +$736K +6,490 +4%
TCIM
45
TIAA CREF Investment Management
New York
$18.3M -$254K -2,240 -1%
RS
46
Robeco Schweiz
Switzerland
$18M +$2.9M +25,524 +18%
TAM
47
Taylor Asset Management
Ontario, Canada
$18M -$2.17M -19,100 -10%
Deutsche Bank
48
Deutsche Bank
Germany
$17.6M +$1.39M +12,233 +8%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$17.5M -$11.5M -101,141 -38%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$16.9M +$6.93M +61,055 +63%