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Whirlpool
WHR

Overview Fund Activity

638 hedge funds and large institutions have $10.7B invested in Whirlpool in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 210 increasing their positions, 235 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+21
Holders Change %
+3.4%
% of All Funds
14.49%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
99
Increased
210
Reduced
235
Closed
75
Calls
$169M
Puts
$299M
Net Calls
-$130M
Net Calls Change
-$32.4M

Top Buyers

1
Primecap Management
Primecap Management
California
$357M
2
AQR Capital Management
AQR Capital Management
Connecticut
$151M
3
LCS
Levin Capital Strategies
New York
$111M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$78.7M
5
Bessemer Group
Bessemer Group
New Jersey
$110M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$130M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$181M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$49.4M
4
Bank of America
Bank of America
North Carolina
$224M
5
CIC
Chilton Investment Company
Connecticut
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
551
Washington Trust Bank
Washington
$51K -$26K -153 -34%
RWA
552
Ropes Wealth Advisors
Massachusetts
$51K – – –
FNB
553
Farmers National Bank
Kentucky
$51K +$51K +304 New
AIM
554
Anchor Investment Management
South Carolina
$50.6K – – –
BWM
555
Baystate Wealth Management
Massachusetts
$45K – – –
WA
556
WealthTrust-Arizona
Arizona
$42K +$8.4K +50 +25%
GLI
557
Guardian Life Insurance
New York
$40K +$11.7K +69 +41%
SQA
558
Simon Quick Advisors
New Jersey
$39K +$39K +213 New
WB
559
Webster Bank
Connecticut
$37K -$26.1K -155 -41%
CPIG
560
Chicago Partners Investment Group
Illinois
$36K – – –
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$34K – – –
HI
562
Hudock Inc
Pennsylvania
$33K – – –
PA
563
Parallel Advisors
California
$33K +$170 +1 +0.5%
DSC
564
Duncker Streett & Co
Missouri
$30K – – –
TCOV
565
Trust Company of Vermont
Vermont
$29K – – –
FRA
566
Front Row Advisors
California
$29K +$29K +169 New
GWM
567
Geneos Wealth Management
Colorado
$28K – – –
SLF
568
Sun Life Financial
Ontario, Canada
$27K -$64.9K -380 -71%
CAW
569
Cornerstone Advisors (Washington)
Washington
$26K -$2K -12 -7%
CTC
570
Central Trust Company
Missouri
$26K – – –
GRP
571
Global Retirement Partners
California
$25K -$5.5K -33 -18%
ATC
572
Adirondack Trust Company
New York
$25K – – –
DCM
573
Delpha Capital Management
New York
$25K +$25K +148 New
EWM
574
Evercore Wealth Management
New York
$24K – – –
ASN
575
Advisory Services Network
Georgia
$21K +$5.25K +31 +33%
21 22
23
24 25