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Whirlpool

526 hedge funds and large institutions have $6.36B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 93.16%93.3% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 559526 (-33)

11% less capital invested

Capital invested by funds: $7.15B → $6.36B (-$783M)

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

26% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 102

29% less call options, than puts

Call options by funds: $134M | Put options by funds: $188M

Holders
526
Holders Change
-33
Holders Change %
-5.9%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
157
Reduced
213
Closed
102
Calls
$134M
Puts
$188M
Net Calls
-$54.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
601
Laurion Capital Management
New York
-$105K -930 Closed
CGT
602
Capital Guardian Trust
California
-$109K -915 Closed
CAG
603
Csenge Advisory Group
Florida
-$99K -869 Closed
TRCT
604
Tower Research Capital (TRC)
New York
-$78K -658 Closed
SPIA
605
Steward Partners Investment Advisory
New York
-$38K -320 Closed
AA
606
Ancora Advisors
Ohio
-$36K -300 Closed
TFS
607
TrustCore Financial Services
Tennessee
-$35K -292 Closed
CPIG
608
Chicago Partners Investment Group
Illinois
-$22K -215 Closed
CII
609
Capital International Inc
California
-$19K -160 Closed
GP
610
Girard Partners
Pennsylvania
-$18K -154 Closed
ZB
611
Zions Bancorporation
Utah
-$14K -125 Closed
APP
612
Avantax Planning Partners
Iowa
-$14K -119 Closed
BWP
613
Baldwin Wealth Partners
Massachusetts
-$13K -110 Closed
EA
614
Elm Advisors
California
-$12K -100 Closed
MWM
615
MinichMacGregor Wealth Management
New York
-$9K -84 Closed
SCM
616
Southport Capital Management
Tennessee
-$9K -75 Closed
SIC
617
Salem Investment Counselors
North Carolina
-$7K -58 Closed
APSP
618
Asset Planning Services (Pennsylvania)
Pennsylvania
-$6K -55 Closed
LWA
619
Lowe Wealth Advisors
Maryland
-$6K -54 Closed
VFA
620
Valeo Financial Advisors
Indiana
-$5K -50 Closed
KF
621
Krilogy Financial
Missouri
-$5K -46 Closed
AIL
622
AGF Investments LLC
Ontario, Canada
-$4K -37 Closed
ECM
623
Estabrook Capital Management
New York
-$2.38K -20 Closed
GRP
624
Global Retirement Partners
California
-$2K -14 Closed
SWA
625
Sutton Wealth Advisors
Florida
-$356 -3 Closed