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Whirlpool

526 hedge funds and large institutions have $6.36B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 93.16%93.3% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 559526 (-33)

11% less capital invested

Capital invested by funds: $7.15B → $6.36B (-$783M)

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

26% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 102

29% less call options, than puts

Call options by funds: $134M | Put options by funds: $188M

Holders
526
Holders Change
-33
Holders Change %
-5.9%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
157
Reduced
213
Closed
102
Calls
$134M
Puts
$188M
Net Calls
-$54.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
501
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3.29K +29 New
CA
502
Centerpoint Advisors
Massachusetts
$2K
FFC
503
First Financial Corp
Indiana
$2K
FIA
504
FNY Investment Advisers
New York
$2K
TWA
505
TCI Wealth Advisors
Arizona
$2K
WANY
506
Wealthspire Advisors (New York)
New York
$2K +$1.7K +15 New
EFSCE
507
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.81K +16 New
LFG
508
Larson Financial Group
Missouri
$2K +$1.81K +16 New
BHWM
509
Bay Harbor Wealth Management
Maryland
$2K +$2.27K +20 New
BCA
510
Berman Capital Advisors
Georgia
$2K +$2.5K +22 New
CFA
511
Clarfeld Financial Advisors
New York
$2K +$2.5K +22 New
AIS
512
Accurate Investment Solutions
Pennsylvania
$1K
FRA
513
Front Row Advisors
California
$1K
HS
514
Horan Securities
United States
$1K
IFAM
515
Institutional & Family Asset Management
Colorado
$1K
FTI
516
Fiduciary Trust International
Massachusetts
$1K +$567 +5 New
GWS
517
Glassman Wealth Services
Virginia
$1K +$681 +6 New
FGC
518
Financial Gravity Companies
Texas
$1K +$1.25K +11 New
MOS
519
MGO One Seven
Ohio
$1K +$1.25K +11 New
PWMG
520
Prestige Wealth Management Group
New Jersey
$1K +$1.25K +11 New
AIA
521
Alera Investment Advisors
Illinois
$1K +$1.48K +13 New
Schroder Investment Management Group
522
Schroder Investment Management Group
United Kingdom
$932 +$194K +1,708 +24%
GT
523
Glenmede Trust
Pennsylvania
$46 +$49.8K +439 New
Citadel Advisors
524
Citadel Advisors
Florida
-$31.1M -274,372 Closed
CVA
525
Ceredex Value Advisors
Florida
-$28.9M -243,550 Closed