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Whirlpool
WHR

Overview Fund Activity

638 hedge funds and large institutions have $10.7B invested in Whirlpool in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 210 increasing their positions, 235 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+21
Holders Change %
+3.4%
% of All Funds
14.49%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
99
Increased
210
Reduced
235
Closed
75
Calls
$169M
Puts
$299M
Net Calls
-$130M
Net Calls Change
-$32.4M

Top Buyers

1
Primecap Management
Primecap Management
California
$357M
2
AQR Capital Management
AQR Capital Management
Connecticut
$151M
3
LCS
Levin Capital Strategies
New York
$111M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$78.7M
5
Bessemer Group
Bessemer Group
New Jersey
$110M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$130M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$181M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$49.4M
4
Bank of America
Bank of America
North Carolina
$224M
5
CIC
Chilton Investment Company
Connecticut
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PLFAM
501
Pineno Levin & Ford Asset Management
Virginia
$231K +$231K +1,369 New
PCMC
502
Paragon Capital Management (Colorado)
Colorado
$224K +$168 +1 +0.1%
CCA
503
Catalyst Capital Advisors
New York
$219K – – –
CIA
504
Capital Investment Advisors
Georgia
$218K -$2.74M -16,241 -93%
BTW
505
Boston Trust Walden
Massachusetts
$217K -$84.4K -500 -28%
GXMC
506
Global X Management Company
New York
$216K +$2.53K +15 +1%
MC
507
Moors & Cabot
Massachusetts
$211K +$211K +1,280 New
AWP
508
Ascent Wealth Partners
New York
$208K – – –
FANJ
509
Financial Architects (New Jersey)
New Jersey
$206K -$2.53K -15 -1%
NSAM
510
North Star Asset Management
Wisconsin
$202K – – –
FNBT
511
FineMark National Bank & Trust
Florida
$202K – – –
CBA
512
Coastal Bridge Advisors
Connecticut
$201K +$1.01K +6 +0.5%
CPA
513
Clear Perspective Advisors
Illinois
$197K +$84.2K +500 +75%
SC
514
SRB Corp
Massachusetts
$195K +$16.5K +98 +9%
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$184K +$10.1K +60 +6%
ACM
516
AUA Capital Management
Pennsylvania
$183K +$8.43K +50 +5%
VFA
517
Valeo Financial Advisors
Indiana
$177K +$58.9K +350 +50%
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$174K +$12.5K +74 +8%
WAS
519
WESPAC Advisors SoCal
California
$168K – – –
RIM
520
Rampart Investment Management
Connecticut
$167K +$13.8K +82 +9%
NMC
521
Nine Masts Capital
Hong Kong
$154K +$154K +914 New
NSB
522
Norway Savings Bank
Maine
$152K – – –
SWP
523
Stratos Wealth Partners
Ohio
$141K +$141K +835 New
C
524
Cerebellum
California
$128K +$128K +758 New
FMLI
525
Fukoku Mutual Life Insurance
Japan
$118K – – –
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