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Whirlpool

526 hedge funds and large institutions have $6.36B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 93.16%93.3% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 559526 (-33)

11% less capital invested

Capital invested by funds: $7.15B → $6.36B (-$783M)

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

26% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 102

29% less call options, than puts

Call options by funds: $134M | Put options by funds: $188M

Holders
526
Holders Change
-33
Holders Change %
-5.9%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
157
Reduced
213
Closed
102
Calls
$134M
Puts
$188M
Net Calls
-$54.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
H
526
Hexavest
Quebec, Canada
-$26.5M -222,780 Closed
OTPPB
527
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$23.9M -201,004 Closed
STMM
528
South Texas Money Management
Texas
-$14.5M -121,708 Closed
Lazard Asset Management
529
Lazard Asset Management
New York
-$12.6M -111,448 -100%
State of New Jersey Common Pension Fund D
530
State of New Jersey Common Pension Fund D
New Jersey
-$11.3M -94,750 Closed
Adage Capital Partners
531
Adage Capital Partners
Massachusetts
-$9.91M -83,430 Closed
BHB
532
Bank Hapoalim BM
Israel
-$9.5M -80,000 Closed
GC
533
Gratia Capital
California
-$8.43M -71,000 Closed
BFIC
534
Bedell Frazier Investment Counselling
California
-$8.16M -68,678 Closed
PI
535
PEAK6 Investments
Illinois
-$7.34M -64,709 Closed
First Trust Advisors
536
First Trust Advisors
Illinois
-$6.01M -50,646 Closed
QIM
537
Quantitative Investment Management
Virginia
-$5.83M -49,100 Closed
Mawer Investment Management
538
Mawer Investment Management
Alberta, Canada
-$4.41M -37,137 Closed
Wolverine Trading
539
Wolverine Trading
Illinois
-$4.37M -36,781 Closed
PI
540
PGGM Investments
Netherlands
-$4.28M -36,036 Closed
Kayne Anderson Rudnick Investment Management
541
Kayne Anderson Rudnick Investment Management
California
-$4.04M -34,017 Closed
CIC
542
Chilton Investment Company
Connecticut
-$2.87M -24,203 Closed
SEC
543
Seven Eight Capital
New York
-$2.79M -23,498 Closed
KCM
544
Kennedy Capital Management
Missouri
-$2.65M -22,293 Closed
Wellington Management Group
545
Wellington Management Group
Massachusetts
-$2.42M -20,388 Closed
GT
546
Glenview Trust
Kentucky
-$2.27M -19,092 Closed
QT
547
Quantbot Technologies
New York
-$2.11M -17,772 Closed
APG Asset Management
548
APG Asset Management
Netherlands
-$1.77M -17,355 Closed
FIM
549
Freedom Investment Management
Connecticut
-$1.9M -15,345 Closed
SM
550
SG3 Management
Puerto Rico
-$1.75M -14,754 Closed