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Whirlpool

526 hedge funds and large institutions have $6.36B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 93.16%93.3% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 559526 (-33)

11% less capital invested

Capital invested by funds: $7.15B → $6.36B (-$783M)

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

26% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 102

29% less call options, than puts

Call options by funds: $134M | Put options by funds: $188M

Holders
526
Holders Change
-33
Holders Change %
-5.9%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
157
Reduced
213
Closed
102
Calls
$134M
Puts
$188M
Net Calls
-$54.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
476
Reilly Financial Advisors
California
$5K -$3.52K -31 -38%
ADL
477
Asset Dedication LLC
California
$5K
CAC
478
Certified Advisory Corp
Florida
$5K
PCFFS
479
Pacific Center for Financial Services
California
$5K
SWP
480
Strategic Wealth Partners
Ohio
$5K
S
481
SignatureFD
Georgia
$4K -$4.08K -36 -47%
THWM
482
Taylor Hoffman Wealth Management
Virginia
$4K -$2.04K -18 -35%
EARNEST Partners
483
EARNEST Partners
Georgia
$4K
LFA
484
Legacy Financial Advisors
Kentucky
$4K
TAIM
485
TD Ameritrade Investment Management
Nebraska
$4K +$227 +2 +6%
AC
486
Avestar Capital
New York
$4K +$454 +4 +9%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$4K +$454 +4 +14%
PCP
488
Proficio Capital Partners
Massachusetts
$4K +$3.4K +30 +250%
NFG
489
Next Financial Group
Texas
$4K +$3.86K +34 New
HR
490
Howe & Rusling
New York
$4K +$4.76K +42 New
VCM
491
Versant Capital Management
Arizona
$4K +$4.76K +42 New
AAMU
492
Amundi Asset Management US
Massachusetts
$3.95K +$193K +1,697 +5%
PAMU
493
Pictet Asset Management (UK)
United Kingdom
$3.51K -$386K -3,400 -9%
WPA
494
West Paces Advisors
Georgia
$3.31K
NIM
495
NuWave Investment Management
New Jersey
$3K -$99.5K -877 -97%
RA
496
Rational Advisors
New York
$3K -$18.9K -167 -87%
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$3K
JCM
498
Jacobi Capital Management
Pennsylvania
$3K
TFO
499
Tarbox Family Office
California
$3K +$1.13K +10 +56%
CIAS
500
Capital Investment Advisory Services
North Carolina
$3K +$2.84K +25 New