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Whirlpool
WHR

Overview Fund Activity

579 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+22
Holders Change %
+3.95%
% of All Funds
15.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
81
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M
2
CGM
Capital Growth Management
Massachusetts
$150M
3
IC
Institutional Capital
Illinois
$112M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$147M
5
EP
Edinburgh Partners
United Kingdom
$87.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$72.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$384M
3
AM
Appaloosa Management
Florida
$229M
4
Primecap Management
Primecap Management
California
$192M
5
SCM
Sirios Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BOK
551
Bank of Kentucky
Kentucky
$12K – – –
IPC
552
Independent Portfolio Consultants
Florida
$11K -$6.35K -30 -37%
TIM
553
Tortoise Investment Management
New York
$10K +$10K +48 New
RFA
554
Reilly Financial Advisors
California
$10K +$10K +49 New
PFG
555
Piershale Financial Group
Illinois
$10K +$10K +49 New
HR
556
Howe & Rusling
New York
$9K -$8.02K -41 -47%
IC
557
Intersect Capital
California
$9K – – –
AH
558
Achievement Holdings
Illinois
$8.85K -$2.24K -11,100 -20%
PSI
559
Pinnacle Summer Investments
Virginia
$8K – – –
TDC
560
Thompson Davis & Co
Virginia
$8K +$205 +1 +3%
IWM
561
Integrated Wealth Management
California
$8K +$8K +40 New
RA
562
Rational Advisors
New York
$7K -$4.67K -24 -40%
BAM
563
Bruderman Asset Management
New York
$7K +$7K +33 New
CFSG
564
Community Financial Services Group
Vermont
$6K +$6K +28 New
GWM
565
Gupta Wealth Management
California
$6K +$6K +28 New
S
566
SignatureFD
Georgia
$5K +$3.7K +17 +283%
TWA
567
TCI Wealth Advisors
Arizona
$4K – – –
Acadian Asset Management
568
Acadian Asset Management
Massachusetts
$3K -$376K -1,753 -99%
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +17 New
ED
570
Exane Derivatives
France
$2.43K -$3.64K -18 -60%
CFA
571
Carroll Financial Associates
North Carolina
$2K – – –
GAM
572
Gemmer Asset Management
California
$2K +$1.27K +7 +175%
ZB
573
Zions Bancorporation
Utah
$2K +$2K +8 New
WAS
574
Winch Advisory Services
Wisconsin
$2K +$2K +11 New
CAW
575
Cornerstone Advisors (Washington)
Washington
$1K – – –
21 22
23
24 25