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Whirlpool
WHR

Overview Fund Activity

617 hedge funds and large institutions have $12.4B invested in Whirlpool in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 232 increasing their positions, 221 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-30
Holders Change %
-4.64%
% of All Funds
15.41%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
46
Increased
232
Reduced
221
Closed
67
Calls
$187M
Puts
$284M
Net Calls
-$97.5M
Net Calls Change
-$4.6M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$236M
2
EIP
2
Epoch Investment Partners
New York
$75.4M
3
Deutsche Bank
3
Deutsche Bank
Germany
$116M
4
Citadel Advisors
4
Citadel Advisors
Florida
$55M
5
Charles Schwab
5
Charles Schwab
California
$85.2M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$21.8M
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$39M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$337M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
501
Coastal Bridge Advisors
Connecticut
$219K +$1.11K +6 +0.5%
BA
502
BKS Advisors
Michigan
$217K +$217K +1,177 New
GS
503
Girard Securities
California
$210K -$4.59K -25 -2%
EFS
504
Essex Financial Services
Connecticut
$205K -$553 -3 -0.3%
UCFA
505
United Capital Financial Advisors
Texas
$205K +$205K +1,113 New
ONB
506
Old National Bancorp
Indiana
$204K +$2.21K +12 +1%
WKWM
507
Walter & Keenan Wealth Management
Indiana
$203K – – –
Capstone Investment Advisors
508
Capstone Investment Advisors
New York
$201K +$201K +1,095 New
SC
509
SRB Corp
Massachusetts
$195K +$9.41K +51 +5%
ACM
510
AUA Capital Management
Pennsylvania
$191K – – –
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$190K +$71.4K +388 +60%
WAS
512
WESPAC Advisors SoCal
California
$184K – – –
WAM
513
Wealthspire Advisors (Maryland)
Maryland
$177K -$278K -1,508 -61%
IA
514
IFP Advisors
Florida
$169K -$336K -1,821 -67%
RIM
515
Rampart Investment Management
Connecticut
$167K -$9.01K -49 -5%
NSB
516
Norway Savings Bank
Maine
$166K – – –
GT
517
Glenmede Trust
Pennsylvania
$136K +$11.2K +61 +9%
FMLI
518
Fukoku Mutual Life Insurance
Japan
$129K – – –
BC
519
Barnett & Company
Tennessee
$129K – – –
VFA
520
Valeo Financial Advisors
Indiana
$129K +$129K +701 New
CPA
521
Clear Perspective Advisors
Illinois
$124K – – –
MA
522
MUFG Americas
New York
$115K – – –
TG
523
TLP Group
Illinois
$113K -$153K -827 -58%
IWM
524
IHT Wealth Management
Illinois
$112K +$45.3K +253 +68%
PVH
525
Psagot Value Holdings
Israel
$111K +$27.8K +150 +33%
19 20
21
22 23