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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.

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

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$130M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$181M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$49.4M
4
Bank of America
4
Bank of America
North Carolina
$224M
5
CIC
5
Chilton Investment Company
Connecticut
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
THWM
601
Taylor Hoffman Wealth Management
Virginia
$9K +$9K +51 New
CAC
602
Certified Advisory Corp
Florida
$9K +$9K +56 New
PMFA
603
Plante Moran Financial Advisors
Michigan
$8K -$40.5K -228 -84%
GT
604
Greenleaf Trust
Michigan
$8K -$10.9K -64 -58%
PCFFS
605
Pacific Center for Financial Services
California
$8K – – –
KF
606
Krilogy Financial
Missouri
$8K – – –
GFP
607
Gryphon Financial Partners
Ohio
$8K +$8K +44 New
WWM
608
Willingdon Wealth Management
North Carolina
$8K +$8K +50 New
WPA
609
West Paces Advisors
Georgia
$7.08K -$1.18K -7 -14%
AIS
610
Accurate Investment Solutions
Pennsylvania
$7K – – –
MOS
611
MGO One Seven
Ohio
$7K +$7K +39 New
FMA
612
FNY Managed Accounts
New York
$7K +$7K +42 New
AC
613
Avestar Capital
New York
$7K +$7K +48 New
BTIS
614
BB&T Investment Services
North Carolina
$6K -$19.6K -98 -77%
EARNEST Partners
615
EARNEST Partners
Georgia
$6K +$6K +37 New
RE
616
RBC Europe
United Kingdom
$5.57K – – –
AIL
617
AGF Investments LLC
Ontario, Canada
$5K – – –
PCA
618
Providence Capital Advisors
North Carolina
$5K +$5K +29 New
SP
619
SWS Partners
Ohio
$5K +$5K +32 New
FFG
620
Ford Financial Group
California
$5K +$5K +33 New
LFA
621
Legacy Financial Advisors
Kentucky
$5K +$5K +33 New
AF
622
Allworth Financial
California
$4K – – –
NCM
623
New Capital Management
Texas
$4K – – –
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
ADL
625
Asset Dedication LLC
California
$4K +$1.54K +10 +63%
23 24
25
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