WHR icon

Whirlpool
WHR

Overview Fund Activity

512 hedge funds and large institutions have $10.3B invested in Whirlpool in 2014 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 160 increasing their positions, 214 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
14.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
61
Increased
160
Reduced
214
Closed
61
Calls
$458M
Puts
$469M
Net Calls
-$10.6M
Net Calls Change
+$197M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$435M
2
MAM
Marketfield Asset Management
New York
$190M
3
AM
Appaloosa Management
Florida
$291M
4
Citadel Advisors
Citadel Advisors
Florida
$136M
5
Harris Associates
Harris Associates
Illinois
$114M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$314M
2
Norges Bank
Norges Bank
Norway
$97.7M
3
Ameriprise
Ameriprise
Minnesota
$22M
4
OAMG
Odey Asset Management Group
United Kingdom
$73.7M
5
UBS AM
UBS AM
Illinois
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
476
Mizuho Asset Management
Japan
$30K – – –
First Manhattan
477
First Manhattan
New York
$29K -$3.77K -26 -12%
HI
478
Hudock Inc
Pennsylvania
$29K – – –
SSG
479
Summit Securities Group
New York
$29K +$29K +200 New
SCP
480
Syntal Capital Partners
Texas
$28K – – –
DSC
481
Duncker Streett & Co
Missouri
$26K – – –
TRCT
482
Tower Research Capital (TRC)
New York
$22K -$426K -2,906 -95%
MCM
483
Manchester Capital Management
Vermont
$21K +$7.88K +54 +60%
HR
484
Howe & Rusling
New York
$21K +$9.76K +66 +87%
FBT
485
Founders Bank & Trust
Michigan
$19K – – –
GSC
486
Ground Swell Capital
South Carolina
$19K +$6.62K +46 +53%
NES
487
New England Securities
New York
$18K +$12K +82 +200%
MFS
488
MSI Financial Services
Massachusetts
$17K -$66.5K -458 -80%
ATC
489
Adirondack Trust Company
New York
$16K – – –
TCOV
490
Trust Company of Vermont
Vermont
$15K – – –
BC
491
Bartlett & Co
Ohio
$15K – – –
EWM
492
Edge Wealth Management
New York
$15K – – –
NSIM
493
North Star Investment Management
Illinois
$13K -$30.8K -213 -70%
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
TDC
495
Thompson Davis & Co
Virginia
$12K +$12K +81 New
OSAM
496
O'Shaughnessy Asset Management
Connecticut
$9K – – –
BOK
497
Bank of Kentucky
Kentucky
$9K – – –
WA
498
Waverly Advisors
Alabama
$9K – – –
IPC
499
Independent Portfolio Consultants
Florida
$9K +$9K +64 New
FANJ
500
Financial Architects (New Jersey)
New Jersey
$8K +$8K +52 New
18 19
20
21 22