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Whirlpool
WHR

Overview Fund Activity

511 hedge funds and large institutions have $8.1B invested in Whirlpool in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 151 increasing their positions, 198 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
10.5%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
89
Increased
151
Reduced
198
Closed
71
Calls
$105M
Puts
$120M
Net Calls
-$14.5M
Net Calls Change
-$24.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$629M
2
SSM
2
Sound Shore Management
Connecticut
$90.5M
3
Charles Schwab
3
Charles Schwab
California
$125M
4
Boston Partners
4
Boston Partners
Massachusetts
$187M
5
CB
5
Commerce Bank
Missouri
$41.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B
2
Prudential Financial
2
Prudential Financial
New Jersey
$8.78M
3
Primecap Management
3
Primecap Management
California
$900M
4
Citigroup
4
Citigroup
New York
$6.71M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
476
EARNEST Partners
Georgia
$5K – – –
BHWM
477
Bay Harbor Wealth Management
Maryland
$5K – – –
SLF
478
Sun Life Financial
Ontario, Canada
$5K – – –
WPA
479
West Paces Advisors
Georgia
$4.02K – – –
NIM
480
NuWave Investment Management
New Jersey
$4K -$43.2K -356 -92%
BCA
481
Berman Capital Advisors
Georgia
$4K -$8.23K -72 -67%
SWM
482
Selective Wealth Management
Virginia
$4K – – –
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$4K +$118 +1 +3%
ETC
484
Exchange Traded Concepts
Oklahoma
$4K +$1.42K +11 +55%
BL
485
Balentine LLC
Georgia
$4K +$3.25K +26 +433%
RA
486
Rational Advisors
New York
$4K +$4K +33 New
SL
487
Savior LLC
Massachusetts
$3K -$2.65K -23 -47%
DCM
488
Davis Capital Management
Florida
$3K +$143 +1 +5%
GWS
489
Glassman Wealth Services
Virginia
$3K +$273 +2 +10%
TWA
490
TCI Wealth Advisors
Arizona
$3K +$522 +4 +21%
TFO
491
Tarbox Family Office
California
$3K +$750 +6 +33%
RG
492
Retirement Group
California
$3K +$3K +20 New
KFS
493
Kelly Financial Services
Massachusetts
$2.46K – – –
WEC
494
Winslow Evans & Crocker
Massachusetts
$2K -$28.9K -260 -94%
HS
495
Horan Securities
United States
$2K – – –
HR
496
Howe & Rusling
New York
$2K +$133 +1 +7%
PW
497
Price Wealth
Texas
$2K +$2K +12 New
NC
498
NewSquare Capital
Pennsylvania
$2K +$2K +12 New
BBHC
499
Brown Brothers Harriman & Co
New York
$2K +$2K +14 New
BWM
500
Baystate Wealth Management
Massachusetts
$1K -$27.9K -279 -97%
18 19
20
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