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Whirlpool
WHR

Overview Fund Activity

554 hedge funds and large institutions have $8.01B invested in Whirlpool in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 162 increasing their positions, 211 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+28
Holders Change %
+5.32%
% of All Funds
12.01%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
95
Increased
162
Reduced
211
Closed
61
Calls
$122M
Puts
$147M
Net Calls
-$25.1M
Net Calls Change
+$29.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$162M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$961M
3
MHI
3
Miller Howard Investments
New York
$46.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$71.4M
5
State Street
5
State Street
Massachusetts
$432M

Top Sellers

1
SBAM
1
Santa Barbara Asset Management
California
$23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
Bank of America
3
Bank of America
North Carolina
$64.8M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$234M
5
Millennium Management
5
Millennium Management
New York
$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
501
Hartford Financial Management
Connecticut
$8K – – –
AF
502
Advisornet Financial
Minnesota
$8K – – –
SSB
503
Sandy Spring Bank
Maryland
$8K – – –
JFA
504
JNBA Financial Advisors
Minnesota
$8K – – –
PMFA
505
Plante Moran Financial Advisors
Michigan
$8K +$762 +6 +11%
SFG
506
SevenBridge Financial Group
Pennsylvania
$7K -$3.76K -29 -35%
PCFFS
507
Pacific Center for Financial Services
California
$7K – – –
YWP
508
YorkBridge Wealth Partners
New York
$7K – – –
CAC
509
Certified Advisory Corp
Florida
$7K – – –
RFA
510
Reilly Financial Advisors
California
$7K – – –
PCP
511
Proficio Capital Partners
Massachusetts
$7K +$1.66K +13 +31%
LFA
512
Legacy Financial Advisors
Kentucky
$7K +$2.29K +16 +48%
SIC
513
Salem Investment Counselors
North Carolina
$7K +$7K +58 New
ADL
514
Asset Dedication LLC
California
$6K – – –
TAIM
515
TD Ameritrade Investment Management
Nebraska
$5K -$286 -2 -5%
SWP
516
Strategic Wealth Partners
Ohio
$5K – – –
EARNEST Partners
517
EARNEST Partners
Georgia
$5K – – –
GI
518
Gradient Investments
Minnesota
$5K +$5K +35 New
WPA
519
West Paces Advisors
Georgia
$4.12K – – –
S
520
SignatureFD
Georgia
$4K -$848 -7 -18%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$4K +$400 +3 +11%
BEI
522
Benjamin Edwards Inc
Missouri
$4K +$4K +27 New
BBHC
523
Brown Brothers Harriman & Co
New York
$3K -$5.53K -35 -65%
THWM
524
Taylor Hoffman Wealth Management
Virginia
$3K -$808 -7 -21%
TWA
525
TCI Wealth Advisors
Arizona
$3K -$632 -4 -17%
19 20
21
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