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Whirlpool
WHR

Overview Fund Activity

550 hedge funds and large institutions have $10.9B invested in Whirlpool in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 141 increasing their positions, 228 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+39
Holders Change %
+7.63%
% of All Funds
11.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
98
Increased
141
Reduced
228
Closed
55
Calls
$180M
Puts
$201M
Net Calls
-$20.8M
Net Calls Change
-$6.37M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$285M
2
Holocene Advisors
2
Holocene Advisors
New York
$35.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$28.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.1M
5
AA
5
ALPS Advisors
Colorado
$19.5M

Top Sellers

1
AACR
1
ACR Alpine Capital Research
Missouri
$39.6M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$146M
3
Primecap Management
3
Primecap Management
California
$1.2B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$821M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
526
Savior LLC
Massachusetts
$5K – – –
TWA
527
TCI Wealth Advisors
Arizona
$5K +$741 +4 +17%
AIM
528
Anchor Investment Management
South Carolina
$4.97K +$4.97K +27 New
AIA
529
Arcadia Investment Advisors
Idaho
$4.97K +$4.97K +27 New
GWS
530
Glassman Wealth Services
Virginia
$4K – – –
TFO
531
Tarbox Family Office
California
$4K – – –
KFS
532
Kelly Financial Services
Massachusetts
$3.49K – – –
CG
533
Cutler Group
California
$3K -$102K -683 -97%
HR
534
Howe & Rusling
New York
$3K +$353 +2 +13%
Fidelity International
535
Fidelity International
Bermuda
$3K +$3K +14 New
PFWA
536
Paces Ferry Wealth Advisors
Georgia
$3K +$3K +16 New
CA
537
Crewe Advisors
Utah
$3K +$3K +19 New
FHC
538
First Horizon Corporation
Tennessee
$3K +$3K +20 New
HS
539
Horan Securities
United States
$2K – – –
PW
540
Price Wealth
Texas
$2K – – –
VCM
541
Versant Capital Management
Arizona
$2K – – –
BWM
542
Baystate Wealth Management
Massachusetts
$2K +$182 +1 +10%
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$2K +$2K +10 New
VFA
544
Valeo Financial Advisors
Indiana
$1K -$10.8K -43 -91%
NIM
545
NuWave Investment Management
New Jersey
$1K -$5.6K -28 -85%
ZB
546
Zions Bancorporation
Utah
$1K – – –
PWMG
547
Prestige Wealth Management Group
New Jersey
$1K – – –
WIM
548
Westside Investment Management
California
$725 -$92 -500 -11%
SWA
549
Sutton Wealth Advisors
Florida
$552 – – –
GC
550
Greenlight Capital
New York
– -$3.73M -28,800 Closed
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