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Whirlpool
WHR

Overview Fund Activity

522 hedge funds and large institutions have $11B invested in Whirlpool in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+40
Holders Change %
+8.3%
% of All Funds
15.16%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
73
Increased
171
Reduced
208
Closed
29
Calls
$238M
Puts
$507M
Net Calls
-$269M
Net Calls Change
-$32.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$233M
2
Invesco
Invesco
Georgia
$213M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$45M
4
OAMG
Odey Asset Management Group
United Kingdom
$258M
5
Nomura Holdings
Nomura Holdings
Japan
$43.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$308M
2
AL
AJO LP
Pennsylvania
$70.5M
3
Primecap Management
Primecap Management
California
$259M
4
Principal Financial Group
Principal Financial Group
Iowa
$29.7M
5
JHIU
Janus Henderson Investors US
Colorado
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
501
Trust Company of Vermont
Vermont
$16K – – –
BC
502
Bartlett & Co
Ohio
$16K – – –
RA
503
Rational Advisors
New York
$14K -$933 -6 -6%
MCM
504
Manchester Capital Management
Vermont
$14K – – –
ASN
505
Advisory Services Network
Georgia
$14K +$14K +87 New
HR
506
Howe & Rusling
New York
$13K -$2.54K -16 -16%
Manulife (Manufacturers Life Insurance)
507
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K -$1.35K -8,635 -10%
HMS
508
Hanseatic Management Services
New Mexico
$11K -$930 -6 -8%
ITIM
509
Indiana Trust & Investment Management
Indiana
$11K – – –
AF
510
Arrow Financial
New York
$11K +$5.5K +35 +100%
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
Bessemer Group
513
Bessemer Group
New Jersey
$9K – – –
BOK
514
Bank of Kentucky
Kentucky
$9K – – –
VIA
515
Vantage Investment Advisors
Pennsylvania
$7K +$7K +42 New
NES
516
New England Securities
New York
$6K – – –
DIA
517
Denver Investment Advisors
Colorado
$5.03K +$28 +178 +0.6%
PAS
518
Partnervest Advisory Services
California
$5K -$29.4K -200 -85%
BGIM
519
Brandywine Global Investment Management
Pennsylvania
$5K – – –
TWA
520
TCI Wealth Advisors
Arizona
$3K – – –
BFEC
521
Benjamin F. Edwards & Company
Missouri
$3K +$3K +20 New
S
522
SignatureFD
Georgia
$1K – – –
TFO
523
Tarbox Family Office
California
$1K +$1K +4 New
FA
524
Friess Associates
Delaware
– -$35.3M -241,000 Closed
SCM
525
Sigma Capital Management
Connecticut
– -$31.5M -215,000 Closed
19 20
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