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Whirlpool

617 hedge funds and large institutions have $12.4B invested in Whirlpool in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 232 increasing their positions, 221 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 221

0.77% more ownership

Funds ownership: 91.19%91.96% (+0.77%)

4% less capital invested

Capital invested by funds: $12.9B → $12.4B (-$535M)

5% less funds holding

Funds holding: 647617 (-30)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

31% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 67

34% less call options, than puts

Call options by funds: $187M | Put options by funds: $284M

Holders
617
Holders Change
-30
Holders Change %
-4.64%
% of All Funds
15.38%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
46
Increased
232
Reduced
221
Closed
67
Calls
$187M
Puts
$284M
Net Calls
-$97.5M
Net Calls Change
-$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
576
Tower Research Capital (TRC)
New York
$18K +$17.9K +100 New
ASN
577
Advisory Services Network
Georgia
$17K -$11.1K -62 -40%
AWM
578
AllSquare Wealth Management
New York
$17K
MWM
579
MinichMacGregor Wealth Management
New York
$16K
CBT
580
Capital Bank & Trust
California
$15K
RFA
581
Reilly Financial Advisors
California
$15K
SWA
582
Sutton Wealth Advisors
Florida
$14.6K
EWM
583
Edge Wealth Management
New York
$13K
SSB
584
Sandy Spring Bank
Maryland
$11K
PCP
585
Proficio Capital Partners
Massachusetts
$11K +$9.65K +54 +771%
SIC
586
Salem Investment Counselors
North Carolina
$11K +$9.65K +54 +1,350%
JFA
587
JNBA Financial Advisors
Minnesota
$11K +$10.7K +60 New
VCM
588
Versant Capital Management
Arizona
$10K -$358 -2 -3%
HFM
589
Hartford Financial Management
Connecticut
$10K
WPA
590
West Paces Advisors
Georgia
$9.04K
PCFFS
591
Pacific Center for Financial Services
California
$9K
MIFH
592
Migdal Insurance & Financial Holdings
Israel
$9K +$8.94K +50 New
KF
593
Krilogy Financial
Missouri
$8K
EA
594
Edge Advisors
Georgia
$8K +$7.15K +40 +500%
JFGIW
595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K -$14.3K -80 -69%
AIS
596
Accurate Investment Solutions
Pennsylvania
$7K +$4.29K +24 +160%
RE
597
RBC Europe
United Kingdom
$6.09K +$5.9K +33 New
CFD
598
Creative Financial Designs
Indiana
$6K
SNT
599
Security National Trust
West Virginia
$6K
AF
600
Allworth Financial
California
$5K -$5.36K -30 -54%