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Whirlpool
WHR

Overview Fund Activity

511 hedge funds and large institutions have $8.1B invested in Whirlpool in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 151 increasing their positions, 198 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
10.5%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
89
Increased
151
Reduced
198
Closed
71
Calls
$105M
Puts
$120M
Net Calls
-$14.5M
Net Calls Change
-$24.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$629M
2
SSM
Sound Shore Management
Connecticut
$90.5M
3
Charles Schwab
Charles Schwab
California
$125M
4
Boston Partners
Boston Partners
Massachusetts
$187M
5
CB
Commerce Bank
Missouri
$41.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.04B
2
Prudential Financial
Prudential Financial
New Jersey
$8.78M
3
Primecap Management
Primecap Management
California
$900M
4
Citigroup
Citigroup
New York
$6.71M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
501
Orion Portfolio Solutions
Nebraska
$1K -$1.4K -7 -58%
PWMG
502
Prestige Wealth Management Group
New Jersey
$1K – – –
ZB
503
Zions Bancorporation
Utah
$1K +$1K +4 New
VCM
504
Versant Capital Management
Arizona
$1K +$385 +5 +63%
HFS
505
Hantz Financial Services
Michigan
$1K +$1K +7 New
WIM
506
Westside Investment Management
California
$575 -$233 -1,800 -29%
SWA
507
Sutton Wealth Advisors
Florida
$389 +$389 +3 New
TI
508
tru Independence
Oregon
$14 – – –
Marshall Wace
509
Marshall Wace
United Kingdom
– -$27.2M -317,234 Closed
MWNA
510
Marshall Wace North America
New York
– -$10.1M -117,303 Closed
Balyasny Asset Management
511
Balyasny Asset Management
Illinois
– -$10.1M -117,170 Closed
AIA
512
Avalon Investment & Advisory
Texas
– -$9.65M -112,514 Closed
FP
513
Foundry Partners
Minnesota
– -$7.78M -90,619 Closed
ECM
514
Evergreen Capital Management
Washington
– -$3.46M -40,276 Closed
Voloridge Investment Management
515
Voloridge Investment Management
Florida
– -$3.39M -39,507 Closed
Capital Fund Management (CFM)
516
Capital Fund Management (CFM)
France
– -$2.3M -26,748 Closed
ED
517
Exane Derivatives
France
– -$1.58M -18,452 Closed
Squarepoint
518
Squarepoint
New York
– -$1.52M -17,745 Closed
ACM
519
AlphaCrest Capital Management
New York
– -$1.17M -13,601 Closed
DnB Asset Management
520
DnB Asset Management
Norway
– -$913K -10,646 Closed
AWM
521
AE Wealth Management
Kansas
– -$707K -8,239 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
522
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$684K -7,974 Closed
SS
523
Simplicity Solutions
Minnesota
– -$671K -7,815 Closed
Qube Research & Technologies (QRT)
524
Qube Research & Technologies (QRT)
United Kingdom
– -$650K -7,578 Closed
AIMCA
525
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$626K -7,300 Closed
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