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Whirlpool
WHR

Overview Fund Activity

605 hedge funds and large institutions have $12.5B invested in Whirlpool in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 212 increasing their positions, 215 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
–
Holders Change %
0%
% of All Funds
15.15%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.35%
New
99
Increased
212
Reduced
215
Closed
87
Calls
$249M
Puts
$325M
Net Calls
-$76.2M
Net Calls Change
+$66.3M

Top Buyers

1
O
OppenheimerFunds
New York
$339M
2
Primecap Management
Primecap Management
California
$118M
3
CIC
Chilton Investment Company
Connecticut
$54.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$31.9M

Top Sellers

1
AL
Appaloosa LP
New Jersey
$103M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$97.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$45.1M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
576
Sowell Financial Services
Arkansas
$9K +$9K +50 New
PCFFS
577
Pacific Center for Financial Services
California
$9K +$9K +50 New
AssetMark Inc
578
AssetMark Inc
California
$8K – – –
KF
579
Krilogy Financial
Missouri
$8K – – –
EF
580
Empirical Finance
Pennsylvania
$7K +$7K +34 New
EARNEST Partners
581
EARNEST Partners
Georgia
$7K +$7K +37 New
BIG
582
Bellwether Investment Group
Tennessee
$7K +$7K +40 New
SNT
583
Security National Trust
West Virginia
$6K – – –
AF
584
Allworth Financial
California
$5K – – –
NCM
585
New Capital Management
Texas
$5K +$5K +25 New
SF
586
Synovus Financial
Georgia
$5K +$5K +29 New
GWM
587
Geneos Wealth Management
Colorado
$4K – – –
IP
588
Intellectus Partners
California
$4K +$4K +23 New
FFW
589
Fusion Family Wealth
New York
$4K +$4K +26 New
FFC
590
First Financial Corp
Indiana
$3K – – –
TWA
591
TCI Wealth Advisors
Arizona
$3K – – –
AIS
592
Accurate Investment Solutions
Pennsylvania
$3K – – –
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
Carson Wealth (CWM LLC)
594
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.17K +13 +260%
GBT
595
Grove Bank & Trust
Florida
$3K +$3K +14 New
BKA
596
Brick & Kyle Associates
Pennsylvania
$2K – – –
TFO
597
Tarbox Family Office
California
$2K – – –
VIA
598
Vantage Investment Advisors
Pennsylvania
$2K – – –
ZB
599
Zions Bancorporation
Utah
$2K +$2K +12 New
LS
600
Livforsakringsbolaget Skandia
Sweden
$1.51K -$4.72K -25,946 -76%
22 23
24
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