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Whirlpool

647 hedge funds and large institutions have $12.9B invested in Whirlpool in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 208 increasing their positions, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

7% more capital invested

Capital invested by funds: $12B → $12.9B (+$885M)

2% more funds holding

Funds holding: 634647 (+13)

3.13% less ownership

Funds ownership: 94.32%91.19% (-3.1%)

22% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 268

38% less call options, than puts

Call options by funds: $151M | Put options by funds: $244M

Holders
647
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
16.13%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.4%
New
71
Increased
208
Reduced
268
Closed
55
Calls
$151M
Puts
$244M
Net Calls
-$92.9M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
AllSquare Wealth Management
New York
$18K
UWPG
602
Ullmann Wealth Partners Group
Florida
$17K
MLFP
603
MPS Loria Financial Planners
Illinois
$17K +$18.3K +100 New
MWM
604
MinichMacGregor Wealth Management
New York
$16K
CBT
605
Capital Bank & Trust
California
$16K +$14.8K +81 New
SWA
606
Sutton Wealth Advisors
Florida
$15.1K
RFA
607
Reilly Financial Advisors
California
$15K +$5.67K +31 +63%
EWM
608
Edge Wealth Management
New York
$14K
BTIS
609
BB&T Investment Services
North Carolina
$13K +$6.4K +35 +106%
ACM
610
Armbruster Capital Management
New York
$12K +$11.7K +64 New
HFM
611
Hartford Financial Management
Connecticut
$11K
VCM
612
Versant Capital Management
Arizona
$11K
AF
613
Allworth Financial
California
$11K +$5.49K +30 +115%
SSB
614
Sandy Spring Bank
Maryland
$11K +$10.8K +59 New
PCFFS
615
Pacific Center for Financial Services
California
$10K
AssetMark Inc
616
AssetMark Inc
California
$10K +$1.1K +6 +13%
WPA
617
West Paces Advisors
Georgia
$9.39K
KF
618
Krilogy Financial
Missouri
$9K
HCM
619
Herndon Capital Management
Georgia
$9K +$8.23K +45 New
GBT
620
Grove Bank & Trust
Florida
$7K +$3.66K +20 +143%
AIL
621
AGF Investments LLC
Ontario, Canada
$6K -$549 -3 -9%
SNT
622
Security National Trust
West Virginia
$6K
CFD
623
Creative Financial Designs
Indiana
$6K +$5.49K +30 New
HR
624
Howe & Rusling
New York
$5K -$26.3K -144 -86%
NCM
625
New Capital Management
Texas
$4K