WHR icon

Whirlpool
WHR

Overview Fund Activity

579 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+22
Holders Change %
+3.95%
% of All Funds
15.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
81
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M
2
CGM
Capital Growth Management
Massachusetts
$150M
3
IC
Institutional Capital
Illinois
$112M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$147M
5
EP
Edinburgh Partners
United Kingdom
$87.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$72.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$384M
3
AM
Appaloosa Management
Florida
$229M
4
Primecap Management
Primecap Management
California
$192M
5
SCM
Sirios Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
476
City National Bank
California
$252K +$33.6K +166 +15%
CC
477
Courier Capital
New York
$249K -$42.7K -211 -15%
FHA
478
First Horizon Advisors
Tennessee
$242K -$805 -4 -0.3%
AWP
479
Ascent Wealth Partners
New York
$242K – – –
Fuller & Thaler Asset Management
480
Fuller & Thaler Asset Management
California
$242K +$242K +1,200 New
CCIA
481
Campbell & Co Investment Adviser
Maryland
$240K +$240K +1,187 New
SPC
482
Stewart & Patten Company
California
$236K -$10.1K -50 -4%
SAM
483
Symphony Asset Management
California
$227K -$141K -698 -38%
KT
484
Kanaly Trust
Texas
$227K +$11.5K +57 +5%
BF
485
BOK Financial
Oklahoma
$225K +$225K +1,111 New
TC
486
TradeLink Capital
Illinois
$223K -$55.8K -276 -20%
Dodge & Cox
487
Dodge & Cox
California
$222K – – –
RG
488
Renaissance Group
Kentucky
$222K +$2.42K +12 +1%
PCM
489
Price Capital Management
Louisiana
$222K +$222K +1,100 New
SIA
490
Stancorp Investment Advisers
Oregon
$217K +$68.7K +340 +46%
BCA
491
Bray Capital Advisors
Florida
$213K -$126K -624 -37%
CBU
492
CIBC Bank USA
Illinois
$212K -$41.9K -207 -16%
BC
493
Banced Corp
Illinois
$211K -$31.6K -156 -13%
BA
494
Boston Advisors
Massachusetts
$207K -$20.2K -100 -9%
DC
495
Davenport & Co
Virginia
$206K +$206K +1,021 New
TRCT
496
Tower Research Capital (TRC)
New York
$205K +$205K +1,014 New
PMFA
497
Plante Moran Financial Advisors
Michigan
$202K – – –
LPC
498
Loeb Partners Corp
New York
$202K +$202K +1,000 New
RCM
499
Rotella Capital Management
Washington
$202K +$202K +1,000 New
TIA
500
Tiemann Investment Advisors
California
$199K -$40.4K -200 -17%
18 19
20
21 22