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Whirlpool
WHR

Overview Fund Activity

590 hedge funds and large institutions have $8.89B invested in Whirlpool in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 183 increasing their positions, 241 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-31
Holders Change %
-4.99%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
63
Increased
183
Reduced
241
Closed
87
Calls
$207M
Puts
$237M
Net Calls
-$30.8M
Net Calls Change
-$2.35M

Top Buyers

1
Primecap Management
Primecap Management
California
$822M
2
IAM
Iridian Asset Management
Connecticut
$126M
3
CS
Credit Suisse
Switzerland
$50.5M
4
H
Hexavest
Quebec, Canada
$34.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.9M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$14.8M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$44M
3
Wells Fargo
Wells Fargo
California
$56.8M
4
Goldman Sachs
Goldman Sachs
New York
$65.3M
5
O
OppenheimerFunds
New York
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
551
Salem Investment Counselors
North Carolina
$8K – – –
PMFA
552
Plante Moran Financial Advisors
Michigan
$8K +$462 +3 +6%
APSP
553
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K +$8K +55 New
CF
554
Centaurus Financial
California
$8K +$8K +56 New
CAC
555
Certified Advisory Corp
Florida
$7K -$840 -6 -11%
ADL
556
Asset Dedication LLC
California
$7K – – –
PCFFS
557
Pacific Center for Financial Services
California
$7K – – –
THWM
558
Taylor Hoffman Wealth Management
Virginia
$7K – – –
GCM
559
Gables Capital Management
Florida
$7K +$7K +50 New
AC
560
Avestar Capital
New York
$6K -$400 -3 -6%
AIS
561
Accurate Investment Solutions
Pennsylvania
$6K +$150 +1 +3%
TWA
562
TCI Wealth Advisors
Arizona
$6K +$2.79K +20 +87%
SWP
563
Strategic Wealth Partners
Ohio
$5K -$740K -5,478 -99%
GFP
564
Gryphon Financial Partners
Ohio
$5K -$1.11K -8 -18%
SFM
565
Signet Financial Management
New Jersey
$5K – – –
LFA
566
Legacy Financial Advisors
Kentucky
$5K – – –
EARNEST Partners
567
EARNEST Partners
Georgia
$5K – – –
JA
568
JOYN Advisors
Georgia
$5K +$5K +37 New
WPA
569
West Paces Advisors
Georgia
$4.53K – – –
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
AF
571
Allworth Financial
California
$4K – – –
CFG
572
Citizens Financial Group
Rhode Island
$4K +$4K +30 New
GRP
573
Global Retirement Partners
California
$3K -$23.7K -158 -89%
CA
574
Centerpoint Advisors
Massachusetts
$3K +$3K +18 New
FFC
575
First Financial Corp
Indiana
$2K – – –
21 22
23
24 25