We are live on ! Find out more
WHR icon

Whirlpool

617 hedge funds and large institutions have $12.4B invested in Whirlpool in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 232 increasing their positions, 221 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 221

0.77% more ownership

Funds ownership: 91.19%91.96% (+0.77%)

4% less capital invested

Capital invested by funds: $12.9B → $12.4B (-$535M)

5% less funds holding

Funds holding: 647617 (-30)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

31% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 67

34% less call options, than puts

Call options by funds: $187M | Put options by funds: $284M

Holders
617
Holders Change
-30
Holders Change %
-4.64%
% of All Funds
15.38%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
46
Increased
232
Reduced
221
Closed
67
Calls
$187M
Puts
$284M
Net Calls
-$97.5M
Net Calls Change
-$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Clearstead Trust
Maine
$287K
RCM
477
Radnor Capital Management
Pennsylvania
$287K
CSS
478
Cubist Systematic Strategies
Connecticut
$283K -$649K -3,628 -70%
VHAM
479
Van Hulzen Asset Management
California
$281K +$273K +1,525 New
SSWM
480
Smith Salley Wealth Management
North Carolina
$277K
FAAS
481
First Allied Advisory Services
California
$268K -$55.4K -310 -18%
BBHC
482
Brown Brothers Harriman & Co
New York
$268K -$11.3K -63 -4%
AT
483
Argent Trust
Texas
$267K +$259K +1,450 New
AIM
484
Alambic Investment Management
California
$261K -$3.58K -20 -1%
CONA
485
Capital One National Association
New York
$257K -$6.26K -35 -2%
RTS
486
Round Table Services
New Jersey
$257K
PI
487
Putnam Investments
Massachusetts
$255K -$17.9K -100 -7%
NA
488
NewEdge Advisors
Louisiana
$245K +$5.01K +28 +2%
PCMC
489
Paragon Capital Management (Colorado)
Colorado
$245K +$7.33K +41 +3%
SMC
490
Smith, Moore & Co
Missouri
$240K -$231K -1,293 -50%
CCA
491
Catalyst Capital Advisors
New York
$240K
CCM
492
CrestPoint Capital Management
Missouri
$240K
GXMC
493
Global X Management Company
New York
$234K +$25K +140 +12%
AWP
494
Ascent Wealth Partners
New York
$228K
FANJ
495
Financial Architects (New Jersey)
New Jersey
$228K
Robeco Institutional Asset Management
496
Robeco Institutional Asset Management
Netherlands
$228K
W
497
Wealthfront
California
$222K -$79.4K -444 -27%
HIC
498
Holderness Investments Company
North Carolina
$221K -$13.6K -76 -6%
FNBT
499
FineMark National Bank & Trust
Florida
$221K -$536 -3 -0.2%
NSAM
500
North Star Asset Management
Wisconsin
$221K