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Whirlpool
WHR

Overview Fund Activity

534 hedge funds and large institutions have $9.62B invested in Whirlpool in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+13
Holders Change %
+2.5%
% of All Funds
11.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
74
Increased
174
Reduced
183
Closed
59
Calls
$205M
Puts
$310M
Net Calls
-$105M
Net Calls Change
-$74.2M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$118M
2
Prudential Financial
2
Prudential Financial
New Jersey
$96.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.3B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$320M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$75.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$493M
2
LCOV
2
London Company of Virginia
Virginia
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$16.2M
4
PL
4
Perpetual Ltd
Australia
$12.4M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$760K
Name Holding Trade Value Shares
Change 		Shares
Change %
THWM
501
Taylor Hoffman Wealth Management
Virginia
$4K – – –
HWM
502
Holloway Wealth Management
Florida
$4K -$14K – –
FHA
503
Flagship Harbor Advisors
Massachusetts
$4K +$148 +1 +4%
KFS
504
Kelly Financial Services
Massachusetts
$3.01K – – –
Northwestern Mutual Wealth Management
505
Northwestern Mutual Wealth Management
Wisconsin
$3K -$71.6K -525 -96%
BHWM
506
Bay Harbor Wealth Management
Maryland
$3K – – –
EFSCE
507
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
LFG
508
Larson Financial Group
Missouri
$3K – – –
TWA
509
TCI Wealth Advisors
Arizona
$3K – – –
ZB
510
Zions Bancorporation
Utah
$3K – – –
CA
511
Centerpoint Advisors
Massachusetts
$3K – – –
FFC
512
First Financial Corp
Indiana
$3K – – –
CFG
513
Citizens Financial Group
Rhode Island
$3K – – –
GWAG
514
Garrett Wealth Advisory Group
Texas
$2.06K +$2.06K +13 New
AIS
515
Accurate Investment Solutions
Pennsylvania
$2K – – –
LF
516
Lee Financial
Texas
$2K – – –
TFO
517
Tarbox Family Office
California
$2K – – –
HS
518
Horan Securities
United States
$2K – – –
EWA
519
Evolution Wealth Advisors
Florida
$2K – – –
HR
520
Howe & Rusling
New York
$2K +$2K +10 New
1NWS
521
1 North Wealth Services
Maryland
$2K +$2K +10 New
JCM
522
Julex Capital Management
Massachusetts
$2K +$2K +12 New
CWM
523
Cranbrook Wealth Management
Michigan
$2K +$2K +12 New
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +15 New
RA
525
Rational Advisors
New York
$1K -$1.38K -11 -58%
19 20
21
22 23