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Whirlpool

527 hedge funds and large institutions have $10.5B invested in Whirlpool in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 89.85%91.87% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 189

5% less funds holding

Funds holding: 554527 (-27)

14% less capital invested

Capital invested by funds: $12.1B → $10.5B (-$1.67B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

30% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 83

43% less call options, than puts

Call options by funds: $202M | Put options by funds: $354M

Holders
527
Holders Change
-27
Holders Change %
-4.87%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.36%
New
58
Increased
203
Reduced
189
Closed
83
Calls
$202M
Puts
$354M
Net Calls
-$152M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
476
Shinko Asset Management Company
Japan
$36K
HI
477
Hudock Inc
Pennsylvania
$33K
IMS
478
Index Management Solutions
Pennsylvania
$30K -$1.01K -6 -3%
DBT
479
Dubuque Bank & Trust
Iowa
$30K +$34.4K +203 New
NSIM
480
North Star Investment Management
Illinois
$28K
CTC
481
Central Trust Company
Missouri
$27K -$123K -725 -80%
DSC
482
Duncker Streett & Co
Missouri
$27K
CFSG
483
Community Financial Services Group
Vermont
$26K
SCP
484
Syntal Capital Partners
Texas
$25K
TCOV
485
Trust Company of Vermont
Vermont
$22K
PVH
486
Psagot Value Holdings
Israel
$20K
ATC
487
Adirondack Trust Company
New York
$19K +$1.69K +10 +8%
RFA
488
Reilly Financial Advisors
California
$16K +$9.98K +59 +120%
SEC
489
Seven Eight Capital
New York
$15K -$440K -2,600 -96%
CPIG
490
Chicago Partners Investment Group
Illinois
$15K -$17.6K -104 -51%
BC
491
Bartlett & Co
Ohio
$15K
AWM
492
AllSquare Wealth Management
New York
$14K
Bessemer Group
493
Bessemer Group
New Jersey
$12K
ASN
494
Advisory Services Network
Georgia
$11K -$3.55K -21 -22%
GWS
495
Glassman Wealth Services
Virginia
$11K
EWM
496
Edge Wealth Management
New York
$10K
N
497
Nuveen
North Carolina
$9.84K +$71.2K +421 +0.6%
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
TSU
499
TD Securities (USA)
New York
$7K -$5.38M -31,805 -100%
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$7K -$23.9K -141 -75%