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Whirlpool
WHR

Overview Fund Activity

590 hedge funds and large institutions have $8.89B invested in Whirlpool in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 183 increasing their positions, 241 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-31
Holders Change %
-4.99%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
63
Increased
183
Reduced
241
Closed
87
Calls
$207M
Puts
$237M
Net Calls
-$30.8M
Net Calls Change
-$2.35M

Top Buyers

1
Primecap Management
Primecap Management
California
$822M
2
IAM
Iridian Asset Management
Connecticut
$126M
3
CS
Credit Suisse
Switzerland
$50.5M
4
H
Hexavest
Quebec, Canada
$34.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.9M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$14.8M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$44M
3
Wells Fargo
Wells Fargo
California
$56.8M
4
Goldman Sachs
Goldman Sachs
New York
$65.3M
5
O
OppenheimerFunds
New York
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
526
Adirondack Trust Company
New York
$22K – – –
KA
527
Kaizen Advisory
Illinois
$22K +$11.4K +79 +107%
CAW
528
Cornerstone Advisors (Washington)
Washington
$21K – – –
AOWM
529
Alpha Omega Wealth Management
Virginia
$20K -$2.38M -16,272 -99%
PA
530
Parallel Advisors
California
$19K -$1.32K -9 -6%
MAM
531
Meeder Asset Management
Ohio
$18.1K -$180K -1,234 -91%
BWP
532
Baldwin Wealth Partners
Massachusetts
$16K – – –
FCB
533
First Command Bank
Texas
$16K – – –
FCFS
534
First Command Financial Services
Texas
$16K – – –
DAM
535
Delta Asset Management
Tennessee
$15K – – –
BC
536
Bartlett & Co
Ohio
$15K – – –
CAPTRUST Financial Advisors
537
CAPTRUST Financial Advisors
North Carolina
$15K +$15K +100 New
BCWM
538
Bartlett & Co Wealth Management
Ohio
$14.8K – – –
ASN
539
Advisory Services Network
Georgia
$14K -$8.61K -67 -38%
LF
540
Lee Financial
Texas
$13K – – –
MWM
541
MinichMacGregor Wealth Management
New York
$12K -$1.86K -13 -13%
YWP
542
YorkBridge Wealth Partners
New York
$12K – – –
RFA
543
Reilly Financial Advisors
California
$12K – – –
SWA
544
Sutton Wealth Advisors
Florida
$11.6K – – –
MSE
545
MUFG Securities EMEA
United Kingdom
$11K +$11K +72 New
AF
546
Advisornet Financial
Minnesota
$10K +$423 +3 +4%
S
547
SignatureFD
Georgia
$9K -$145 -1 -2%
SSB
548
Sandy Spring Bank
Maryland
$9K – – –
JFA
549
JNBA Financial Advisors
Minnesota
$9K – – –
HFM
550
Hartford Financial Management
Connecticut
$8K – – –
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