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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
SSA
551
South Street Advisors
New York
$12.2K +$65K +320 +0.5%
BOK
552
Bank of Kentucky
Kentucky
$12K
IPC
553
Independent Portfolio Consultants
Florida
$11K -$6.09K -30 -37%
TIM
554
Tortoise Investment Management
New York
$10K +$9.75K +48 New
PFG
555
Piershale Financial Group
Illinois
$10K +$9.95K +49 New
RFA
556
Reilly Financial Advisors
California
$10K +$9.95K +49 New
HR
557
Howe & Rusling
New York
$9K -$8.33K -41 -47%
IC
558
Intersect Capital
California
$9K
AH
559
Achievement Holdings
Illinois
$8.85K -$2.25M -11,100 -20%
PSI
560
Pinnacle Summer Investments
Virginia
$8K
TDC
561
Thompson Davis & Co
Virginia
$8K +$203 +1 +3%
IWMPD
562
Integrated Wealth Management (Palm Desert)
California
$8K +$8.12K +40 New
RA
563
Rational Advisors
New York
$7K -$4.87K -24 -40%
BAM
564
Bruderman Asset Management
New York
$7K +$6.7K +33 New
CFSG
565
Community Financial Services Group
Vermont
$6K +$5.69K +28 New
GWM
566
Gupta Wealth Management
California
$6K +$5.69K +28 New
S
567
SignatureFD
Georgia
$5K +$3.45K +17 +283%
TWA
568
TCI Wealth Advisors
Arizona
$4K
Acadian Asset Management
569
Acadian Asset Management
Massachusetts
$3K -$356K -1,753 -99%
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.45K +17 New
ED
571
Exane Derivatives
France
$2.42K -$3.66K -18 -60%
CFA
572
Carroll Financial Associates
North Carolina
$2K
GAM
573
Gemmer Asset Management
California
$2K +$1.42K +7 +175%
ZB
574
Zions Bancorporation
Utah
$2K +$1.63K +8 New
WAS
575
Winch Advisory Services
Wisconsin
$2K +$2.23K +11 New