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Whirlpool
WHR

Overview Fund Activity

526 hedge funds and large institutions have $10.5B invested in Whirlpool in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-28
Holders Change %
-5.05%
% of All Funds
14.7%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.36%
New
57
Increased
203
Reduced
189
Closed
83
Calls
$202M
Puts
$354M
Net Calls
-$152M
Net Calls Change
-$7.01M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$335M
2
Citadel Advisors
Citadel Advisors
Florida
$201M
3
CGM
Capital Growth Management
Massachusetts
$96.5M
4
VFA
Virtus Fund Advisers
Connecticut
$71M
5
AQR Capital Management
AQR Capital Management
Connecticut
$183M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$77.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
4
AL
AJO LP
Pennsylvania
$10.4M
5
EA
Euclid Advisors
Connecticut
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
476
Hudock Inc
Pennsylvania
$33K – – –
IMS
477
Index Management Solutions
Pennsylvania
$30K -$882 -6 -3%
DBT
478
Dubuque Bank & Trust
Iowa
$30K +$30K +203 New
NSIM
479
North Star Investment Management
Illinois
$28K – – –
CTC
480
Central Trust Company
Missouri
$27K -$106K -725 -80%
DSC
481
Duncker Streett & Co
Missouri
$27K – – –
CFSG
482
Community Financial Services Group
Vermont
$26K – – –
SCP
483
Syntal Capital Partners
Texas
$25K – – –
TCOV
484
Trust Company of Vermont
Vermont
$22K – – –
PVH
485
Psagot Value Holdings
Israel
$20K – – –
ATC
486
Adirondack Trust Company
New York
$19K +$1.46K +10 +8%
RFA
487
Reilly Financial Advisors
California
$16K +$8.74K +59 +120%
SEC
488
Seven Eight Capital
New York
$15K -$390K -2,600 -96%
CPIG
489
Chicago Partners Investment Group
Illinois
$15K -$15.6K -104 -51%
BC
490
Bartlett & Co
Ohio
$15K – – –
AWM
491
AllSquare Wealth Management
New York
$14K – – –
Bessemer Group
492
Bessemer Group
New Jersey
$12K – – –
ASN
493
Advisory Services Network
Georgia
$11K -$3.08K -21 -22%
GWS
494
Glassman Wealth Services
Virginia
$11K – – –
EWM
495
Edge Wealth Management
New York
$10K – – –
Nuveen Asset Management
496
Nuveen Asset Management
Illinois
$9.84K +$62 +421 +0.6%
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
TSU
498
TD Securities (USA)
New York
$7K -$4.95M -31,805 -100%
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$7K -$21K -141 -75%
TIM
500
Tortoise Investment Management
New York
$7K – – –
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