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Whirlpool

527 hedge funds and large institutions have $10.5B invested in Whirlpool in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 89.85%91.87% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 189

5% less funds holding

Funds holding: 554527 (-27)

14% less capital invested

Capital invested by funds: $12.1B → $10.5B (-$1.67B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

30% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 83

43% less call options, than puts

Call options by funds: $202M | Put options by funds: $354M

Holders
527
Holders Change
-27
Holders Change %
-4.87%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.36%
New
58
Increased
203
Reduced
189
Closed
83
Calls
$202M
Puts
$354M
Net Calls
-$152M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
501
Cambria Investment Management
California
$7K
TIM
502
Tortoise Investment Management
New York
$7K
KF
503
Krilogy Financial
Missouri
$7K +$7.78K +46 New
PFG
504
Piershale Financial Group
Illinois
$7K +$8.46K +50 New
IWMPD
505
Integrated Wealth Management (Palm Desert)
California
$6K
VIA
506
Vantage Investment Advisors
Pennsylvania
$6K
PSI
507
Pinnacle Summer Investments
Virginia
$6K +$7.11K +42 New
S
508
SignatureFD
Georgia
$5K -$339K -2,002 -98%
BAM
509
Bruderman Asset Management
New York
$5K
GXMC
510
Global X Management Company
New York
$5K
RA
511
Rational Advisors
New York
$5K
SIM
512
Sonora Investment Management
Arizona
$5K +$4.91K +29 New
BFEC
513
Benjamin F. Edwards & Company
Missouri
$5K +$5.25K +31 New
KCPG
514
Kavar Capital Partners Group
Kansas
$4K +$846 +5 +21%
MSFP
515
Mark Sheptoff Financial Planning
Connecticut
$4K +$4.06K +24 New
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$3K
TWA
517
TCI Wealth Advisors
Arizona
$3K
ED
518
Exane Derivatives
France
$2.94K +$1.35K +8 +67%
LWA
519
Lenox Wealth Advisors
New York
$2K +$1.86K +11 New
M
520
MOTCO
Texas
$2K +$2.03K +12 New
NYLT
521
New York Life Trust
New York
$2K +$2.54K +15 New
GAM
522
Gemmer Asset Management
California
$1K -$169 -1 -10%
CFA
523
Carroll Financial Associates
North Carolina
$1K
TFO
524
Tarbox Family Office
California
$1K
CAW
525
Cornerstone Advisors (Washington)
Washington
$1K +$508 +3 +43%