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Whirlpool

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

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

14% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 87

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.5B)

0% more funds holding

Funds holding: 605605 (0)

0% less ownership

Funds ownership: 91.69%91.69% (-0%)

1% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 215

23% less call options, than puts

Call options by funds: $249M | Put options by funds: $325M

Holders
605
Holders Change
Holders Change %
0%
% of All Funds
15.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
576
Pacific Center for Financial Services
California
$9K +$8.28K +50 New
SFS
577
Sowell Financial Services
Arkansas
$9K +$8.28K +50 New
AssetMark Inc
578
AssetMark Inc
California
$8K
KF
579
Krilogy Financial
Missouri
$8K
EF
580
Empirical Finance
Pennsylvania
$7K +$5.63K +34 New
EARNEST Partners
581
EARNEST Partners
Georgia
$7K +$6.13K +37 New
BIG
582
Bellwether Investment Group
Tennessee
$7K +$6.62K +40 New
SNT
583
Security National Trust
West Virginia
$6K
AF
584
Allworth Financial
California
$5K
NCM
585
New Capital Management
Texas
$5K +$4.14K +25 New
SF
586
Synovus Financial
Georgia
$5K +$4.8K +29 New
GWM
587
Geneos Wealth Management
Colorado
$4K
IP
588
Intellectus Partners
California
$4K +$3.81K +23 New
FFW
589
Fusion Family Wealth
New York
$4K +$4.3K +26 New
AIS
590
Accurate Investment Solutions
Pennsylvania
$3K
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$3K
FFC
592
First Financial Corp
Indiana
$3K
TWA
593
TCI Wealth Advisors
Arizona
$3K
Carson Wealth (CWM LLC)
594
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.15K +13 +260%
GBT
595
Grove Bank & Trust
Florida
$3K +$2.32K +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 +$1.99K +12 New
LS
600
Livforsakringsbolaget Skandia
Sweden
$1.51K -$4.3M -25,946 -76%