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Whirlpool

580 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 557580 (+23)

2% more capital invested

Capital invested by funds: $13.7B → $14B (+$321M)

2.07% less ownership

Funds ownership: 90.8%88.74% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 238

44% less call options, than puts

Call options by funds: $227M | Put options by funds: $408M

Holders
580
Holders Change
+23
Holders Change %
+4.13%
% of All Funds
15.46%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
82
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
526
Seven Eight Capital
New York
$61K -$244K -1,200 -80%
DBT
527
Dubuque Bank & Trust
Iowa
$56K
AWS
528
Aris Wealth Services
Pennsylvania
$55K +$54.8K +270 New
PCM
529
Prelude Capital Management
New York
$51K -$439K -2,161 -90%
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$50K +$50.2K +247 New
SAMC
531
Shinko Asset Management Company
Japan
$49K -$21.3K -105 -30%
WEC
532
Winslow Evans & Crocker
Massachusetts
$45.1K
HI
533
Hudock Inc
Pennsylvania
$45K +$4.87K +24 +12%
DSC
534
Duncker Streett & Co
Missouri
$36K
SCP
535
Syntal Capital Partners
Texas
$35K -$4.06K -20 -10%
PVH
536
Psagot Value Holdings
Israel
$33K +$32.7K +161 New
TCOV
537
Trust Company of Vermont
Vermont
$30K
BC
538
Bartlett & Co
Ohio
$20K
EWM
539
Edge Wealth Management
New York
$20K
CPIG
540
Chicago Partners Investment Group
Illinois
$20K +$812 +4 +4%
IMS
541
Index Management Solutions
Pennsylvania
$19K -$30.1K -148 -61%
AWM
542
AllSquare Wealth Management
New York
$19K
ATC
543
Adirondack Trust Company
New York
$19K +$7.11K +35 +58%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
NSIM
545
North Star Investment Management
Illinois
$18K
VIA
546
Vantage Investment Advisors
Pennsylvania
$17K +$8.53K +42 +100%
Bessemer Group
547
Bessemer Group
New Jersey
$16K
GWS
548
Glassman Wealth Services
Virginia
$15K -$10.8K -53 -42%
ASN
549
Advisory Services Network
Georgia
$15K -$2.23K -11 -13%
FANJ
550
Financial Architects (New Jersey)
New Jersey
$15K +$4.06K +20 +36%