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Whirlpool

580 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 557580 (+23)

2% more capital invested

Capital invested by funds: $13.7B → $14B (+$321M)

2.07% less ownership

Funds ownership: 90.8%88.74% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 238

44% less call options, than puts

Call options by funds: $227M | Put options by funds: $408M

Holders
580
Holders Change
+23
Holders Change %
+4.13%
% of All Funds
15.46%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
82
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
476
City National Bank
California
$252K +$33.7K +166 +15%
CC
477
Courier Capital
New York
$249K -$42.9K -211 -15%
FHA
478
First Horizon Advisors
Tennessee
$242K -$812 -4 -0.3%
AWP
479
Ascent Wealth Partners
New York
$242K
Fuller & Thaler Asset Management
480
Fuller & Thaler Asset Management
California
$242K +$244K +1,200 New
CCIA
481
Campbell & Co Investment Adviser
Maryland
$240K +$241K +1,187 New
SPC
482
Stewart & Patten Company
California
$236K -$10.2K -50 -4%
SAM
483
Symphony Asset Management
California
$227K -$142K -698 -38%
KT
484
Kanaly Trust
Texas
$227K +$11.6K +57 +5%
BF
485
BOK Financial
Oklahoma
$225K +$226K +1,111 New
TC
486
TradeLink Capital
Illinois
$223K -$56.1K -276 -20%
Dodge & Cox
487
Dodge & Cox
California
$222K
RG
488
Renaissance Group
Kentucky
$222K +$2.44K +12 +1%
PCM
489
Price Capital Management
Louisiana
$222K +$223K +1,100 New
SIA
490
Stancorp Investment Advisers
Oregon
$217K +$69.1K +340 +46%
SLAM
491
Swiss Life Asset Management
$217K +$218K +1,073 New
BCA
492
Bray Capital Advisors
Florida
$213K -$127K -624 -37%
CBU
493
CIBC Bank USA
Illinois
$212K -$42K -207 -16%
BC
494
Banced Corp
Illinois
$211K -$31.7K -156 -13%
BA
495
Boston Advisors
Massachusetts
$207K -$20.3K -100 -9%
DC
496
Davenport & Co
Virginia
$206K +$207K +1,021 New
TRCT
497
Tower Research Capital (TRC)
New York
$205K +$206K +1,014 New
PMFA
498
Plante Moran Financial Advisors
Michigan
$202K
LPC
499
Loeb Partners Corp
New York
$202K +$203K +1,000 New
RCM
500
Rotella Capital Management
Washington
$202K +$203K +1,000 New