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Whirlpool
554 hedge funds and large institutions have $12.1B invested in Whirlpool in 2015 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 223 reducing their positions, and 84 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.11% more ownership
Funds ownership: 88.74% → 89.85% (+1.1%)
4% less funds holding
Funds holding: 580 → 554 (-26)
13% less capital invested
Capital invested by funds: $14B → $12.1B (-$1.85B)
19% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 223
23% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 84
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
47% less call options, than puts
Call options by funds: $162M | Put options by funds: $307M
Holders
554
Holders Change
-26
Holders Change %
-4.48%
% of All Funds
14.93%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.43%
New
65
Increased
181
Reduced
223
Closed
84
Calls
$162M
Puts
$307M
Net Calls
-$145M
Net Calls Change
+$36.8M
Top Buyers
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
+$397M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$90.2M |
| 3 |
CC
Cannell & Co
New York
|
+$83.4M |
| 4 |
MDSL
M.D. Sass LLC
New York
|
+$82.3M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$77.1M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TF
626
Tompkins Financial
Ithaca,
New York
| – | -$89K | -440 | Closed |
|
|
FM
627
Forward Management
San Francisco,
California
| – | -$66K | -325 | Closed |
|
|
DBT
628
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$56K | -275 | Closed |
|
|
PCM
629
Prelude Capital Management
New York
| – | -$51K | -250 | Closed |
|
|
IC
630
Intersect Capital
San Ramon,
California
| – | -$9K | -53 | Closed |
|
|
IPC
631
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$11K | -52 | Closed |
|
|
PFG
632
Piershale Financial Group
Barrington,
Illinois
| – | -$10K | -49 | Closed |
|
|
PSI
633
Pinnacle Summer Investments
Fairfax,
Virginia
| – | -$8K | -42 | Closed |
|
|
GWM
634
Gupta Wealth Management
San Diego,
California
| – | -$6K | -28 | Closed |
|
635
Acadian Asset Management
Boston,
Massachusetts
| – | -$3K | -14 | Closed |
|
|
WAS
636
Winch Advisory Services
Appleton,
Wisconsin
| – | -$2K | -11 | Closed |
|
|
ZB
637
Zions Bancorporation
Salt Lake City,
Utah
| – | -$2K | -8 | Closed |
|
|
WCM
638
Wealthcare Capital Management
Richmond,
Virginia
| – | -$1K | -6 | Closed |
|