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Whirlpool
WHR

Overview Fund Activity

605 hedge funds and large institutions have $12.5B invested in Whirlpool in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 212 increasing their positions, 215 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
–
Holders Change %
0%
% of All Funds
15.15%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.35%
New
99
Increased
212
Reduced
215
Closed
87
Calls
$249M
Puts
$325M
Net Calls
-$76.2M
Net Calls Change
+$66.3M

Top Buyers

1
O
OppenheimerFunds
New York
+$232M
2
Primecap Management
Primecap Management
California
+$104M
3
CIC
Chilton Investment Company
Connecticut
+$54.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$31.9M

Top Sellers

1
AL
Appaloosa LP
New Jersey
-$108M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$59.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$53.2M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$52.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
501
Narus Financial Partners
Utah
$213K +$213K +1,171 New
CBA
502
Coastal Bridge Advisors
Connecticut
$213K +$213K +1,172 New
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$210K +$210K +1,156 New
KT
504
Kanaly Trust
Texas
$208K -$182 -1 -0.1%
AAM
505
Aureus Asset Management
Massachusetts
$208K +$208K +1,142 New
EFS
506
Essex Financial Services
Connecticut
$202K +$202K +1,110 New
SC
507
SRB Corp
Massachusetts
$192K +$38.9K +214 +25%
CT
508
Clearstead Trust
Maine
$182K +$182K +1,000 New
BC
509
Barnett & Company
Tennessee
$164K – – –
NSB
510
Norway Savings Bank
Maine
$164K +$164K +900 New
WB
511
Webster Bank
Connecticut
$160K +$160K +881 New
DADC
512
D.A. Davidson & Co
Montana
$149K +$1.07K +6 +0.7%
First Manhattan
513
First Manhattan
New York
$147K – – –
IWM
514
IHT Wealth Management
Illinois
$138K +$138K +752 New
GXMC
515
Global X Management Company
New York
$135K +$14.9K +82 +12%
WEC
516
Winslow Evans & Crocker
Massachusetts
$131K +$3.63K +20 +3%
FANJ
517
Financial Architects (New Jersey)
New Jersey
$128K -$6.38K -35 -5%
FMLI
518
Fukoku Mutual Life Insurance
Japan
$127K – – –
NFG
519
Next Financial Group
Texas
$123K – – –
ST
520
Smithfield Trust
Pennsylvania
$118K +$43.5K +239 +58%
MA
521
MUFG Americas
New York
$113K – – –
CTC
522
Central Trust Company
Missouri
$102K – – –
PI
523
PineBridge Investments
New York
$100K +$100K +552 New
WAM
524
Wolverine Asset Management
Illinois
$99K – – –
WT
525
Whittier Trust
California
$98K +$12.2K +67 +14%
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