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Whirlpool

647 hedge funds and large institutions have $12.9B invested in Whirlpool in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 208 increasing their positions, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

7% more capital invested

Capital invested by funds: $12B → $12.9B (+$885M)

2% more funds holding

Funds holding: 634647 (+13)

3.13% less ownership

Funds ownership: 94.32%91.19% (-3.1%)

22% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 268

38% less call options, than puts

Call options by funds: $151M | Put options by funds: $244M

Holders
647
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
16.13%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.4%
New
71
Increased
208
Reduced
268
Closed
55
Calls
$151M
Puts
$244M
Net Calls
-$92.9M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$257K +$244K +1,332 New
OAM
502
Oxford Asset Management
United Kingdom
$256K -$593K -3,241 -71%
PFO
503
Pathstone Family Office
New Jersey
$254K -$9.15K -50 -4%
SHCM
504
Stokes & Hubbell Capital Management
Louisiana
$254K +$366 +2 +0.2%
CCA
505
Catalyst Capital Advisors
New York
$249K
CCM
506
CrestPoint Capital Management
Missouri
$249K
YMRC
507
Yorktown Management & Research Company
Virginia
$249K
VKH
508
Virtu KCG Holdings
New York
$248K -$1.16M -6,367 -83%
PCMC
509
Paragon Capital Management (Colorado)
Colorado
$247K +$236K +1,289 New
HIC
510
Holderness Investments Company
North Carolina
$245K +$10.4K +57 +5%
SPC
511
Sigma Planning Corp
Michigan
$243K -$107K -584 -32%
SOADOR
512
State of Alaska Department of Revenue
Alaska
$240K +$20.1K +110 +10%
KA
513
Kovack Advisors
Florida
$240K +$229K +1,250 New
FANJ
514
Financial Architects (New Jersey)
New Jersey
$237K -$69.7K -381 -24%
Robeco Institutional Asset Management
515
Robeco Institutional Asset Management
Netherlands
$237K -$43K -235 -16%
AWP
516
Ascent Wealth Partners
New York
$237K
Jacobs Levy Equity Management
517
Jacobs Levy Equity Management
New Jersey
$231K -$1.35M -7,390 -86%
FNBT
518
FineMark National Bank & Trust
Florida
$231K -$11.3K -62 -5%
NI
519
Numeric Investors
Massachusetts
$230K -$695K -3,800 -76%
NSAM
520
North Star Asset Management
Wisconsin
$230K
GCA
521
Greenwood Capital Associates
South Carolina
$230K +$219K +1,199 New
IG
522
ING Group
Netherlands
$227K -$134K -731 -38%
CBA
523
Coastal Bridge Advisors
Connecticut
$227K +$1.1K +6 +0.5%
GS
524
Girard Securities
California
$223K +$214K +1,169 New
GXMC
525
Global X Management Company
New York
$216K +$25.4K +139 +14%