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Whirlpool

527 hedge funds and large institutions have $10.5B invested in Whirlpool in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 89.85%91.87% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 189

5% less funds holding

Funds holding: 554527 (-27)

14% less capital invested

Capital invested by funds: $12.1B → $10.5B (-$1.67B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

30% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 83

43% less call options, than puts

Call options by funds: $202M | Put options by funds: $354M

Holders
527
Holders Change
-27
Holders Change %
-4.87%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.36%
New
58
Increased
203
Reduced
189
Closed
83
Calls
$202M
Puts
$354M
Net Calls
-$152M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
576
OMERS Administration Corp
Ontario, Canada
-$433K -2,500 Closed
DTL
577
Dynamic Technology Lab
Singapore
-$432K -2,495 Closed
CI
578
Cowen Inc
New York
-$427K -2,470 Closed
IH
579
IFC Holdings
Florida
-$357K -2,007 Closed
RBC
580
Ronald Blue & Co
Georgia
-$339K -1,956 Closed
BTNA
581
Bremer Trust National Association
Minnesota
-$324K -1,871 Closed
QAM
582
Quantres Asset Management
Cayman Islands
-$294K -1,700 Closed
Renaissance Technologies
583
Renaissance Technologies
New York
-$255K -1,475 Closed
DIA
584
Dana Investment Advisors
Wisconsin
-$250K -1,442 Closed
DC
585
Davenport & Co
Virginia
-$230K -1,327 Closed
PGFC
586
Peapack-Gladstone Financial Corp
New Jersey
-$225K -1,300 Closed
NSAM
587
North Star Asset Management
Wisconsin
-$223K -1,286 Closed
AP
588
Advisor Partners
California
-$258K -1,275 Closed
SCM
589
Shelton Capital Management
Colorado
-$220K -1,270 Closed
WB
590
WesBanco Bank
West Virginia
-$213K -1,229 Closed
UCFA
591
United Capital Financial Advisors
Texas
-$212K -1,223 Closed
V
592
Veritable
Delaware
-$209K -1,206 Closed
AWP
593
Ascent Wealth Partners
New York
-$208K -1,200 Closed
CBU
594
CIBC Bank USA
Illinois
-$201K -1,163 Closed
SMC
595
Smith, Moore & Co
Missouri
-$200K -1,156 Closed
RCAMU
596
Rothschild & Co Asset Management US
Connecticut
-$223K -1,151 Closed
IC
597
IKOS CIF
Cyprus
-$164K -920 Closed
FMT
598
First Mercantile Trust
Tennessee
-$156K -899 Closed
AIM
599
Assured Investment Management
New York
-$138K -798 Closed
AGM
600
Alpine Global Management
New York
-$130K -752 Closed