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Whirlpool
WHR

Overview Fund Activity

638 hedge funds and large institutions have $10.7B invested in Whirlpool in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 210 increasing their positions, 235 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+21
Holders Change %
+3.4%
% of All Funds
14.49%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
99
Increased
210
Reduced
235
Closed
75
Calls
$169M
Puts
$299M
Net Calls
-$130M
Net Calls Change
-$32.4M

Top Buyers

1
Primecap Management
Primecap Management
California
$357M
2
AQR Capital Management
AQR Capital Management
Connecticut
$151M
3
LCS
Levin Capital Strategies
New York
$111M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$78.7M
5
Bessemer Group
Bessemer Group
New Jersey
$110M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$130M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$181M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$49.4M
4
Bank of America
Bank of America
North Carolina
$224M
5
CIC
Chilton Investment Company
Connecticut
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
576
First Command Financial Services
Texas
$19K – – –
FCB
577
First Command Bank
Texas
$19K – – –
YWP
578
YorkBridge Wealth Partners
New York
$19K – – –
CBT
579
Capital Bank & Trust
California
$18K +$4.25K +25 +31%
AF
580
Advisornet Financial
Minnesota
$18K +$18K +104 New
SPIA
581
Steward Partners Investment Advisory
New York
$17K -$2.02K -12 -11%
DAM
582
Delta Asset Management
Tennessee
$17K – – –
BC
583
Bartlett & Co
Ohio
$17K – – –
CFG
584
Citizens Financial Group
Rhode Island
$17K – – –
FPFS
585
First Personal Financial Services
North Carolina
$17K +$17K +100 New
AWM
586
AllSquare Wealth Management
New York
$16K – – –
QAM
587
QCI Asset Management
New York
$15K +$15K +90 New
MWM
588
MinichMacGregor Wealth Management
New York
$14K -$500 -3 -3%
BHB
589
Bank Hapoalim BM
Israel
$13.5K – – –
SWA
590
Sutton Wealth Advisors
Florida
$13.3K – – –
RFA
591
Reilly Financial Advisors
California
$13K – – –
KA
592
Kaizen Advisory
Illinois
$12K +$12K +74 New
EWM
593
Edge Wealth Management
New York
$11K – – –
SSB
594
Sandy Spring Bank
Maryland
$10K – – –
JFA
595
JNBA Financial Advisors
Minnesota
$10K – – –
SIC
596
Salem Investment Counselors
North Carolina
$10K – – –
TL
597
TrueWealth LLC
Georgia
$10K +$10K +62 New
HFM
598
Hartford Financial Management
Connecticut
$9K – – –
VCM
599
Versant Capital Management
Arizona
$9K – – –
EA
600
Edge Advisors
Georgia
$9K +$1.55K +10 +21%
22 23
24
25 26