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Whirlpool

580 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 557580 (+23)

2% more capital invested

Capital invested by funds: $13.7B → $14B (+$321M)

2.07% less ownership

Funds ownership: 90.8%88.74% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 238

44% less call options, than puts

Call options by funds: $227M | Put options by funds: $408M

Holders
580
Holders Change
+23
Holders Change %
+4.13%
% of All Funds
15.46%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
82
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
501
Tiemann Investment Advisors
California
$199K -$40.6K -200 -17%
FMT
502
First Mercantile Trust
Tennessee
$197K +$198K +974 New
FMLI
503
Fukoku Mutual Life Insurance
Japan
$182K -$20.3K -100 -10%
JWM
504
Jacobus Wealth Management
Wisconsin
$143K
HNB
505
Huntington National Bank
Ohio
$134K +$63.2K +311 +89%
NYLT
506
New York Life Trust
New York
$133K +$133K +656 New
MA
507
MUFG Americas
New York
$131K
DADC
508
D.A. Davidson & Co
Montana
$118K
W
509
Wealthfront
California
$113K +$7.31K +36 +7%
MFS
510
MSI Financial Services
Massachusetts
$112K +$72.9K +359 +185%
MAM
511
Mizuho Asset Management
Japan
$110K +$44.7K +220 +68%
GIS
512
Guardian Investor Services
New York
$109K
WT
513
Whittier Trust
California
$95K
FNBT
514
FineMark National Bank & Trust
Florida
$94K +$1.22K +6 +1%
ARMT
515
Amica Retiree Medical Trust
Rhode Island
$93K
NFG
516
Next Financial Group
Texas
$92K -$5.08K -25 -5%
First Manhattan
517
First Manhattan
New York
$90K +$50.8K +250 +125%
TF
518
Tompkins Financial
New York
$89K
WTB
519
Washington Trust Bank
Washington
$84K -$24K -118 -22%
SSG
520
Summit Securities Group
New York
$81K -$3.88M -19,100 -98%
Manulife (Manufacturers Life Insurance)
521
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78K +$26M +127,835 +49%
CAL
522
Capital Analysts LLC
Pennsylvania
$76.6K
WA
523
WFG Advisors
Texas
$71K -$147K -724 -67%
GLI
524
Guardian Life Insurance
New York
$68K -$21.3K -105 -24%
FM
525
Forward Management
California
$66K +$66K +325 New