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Whirlpool

634 hedge funds and large institutions have $12B invested in Whirlpool in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 227 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 51

5% more funds holding

Funds holding: 605634 (+29)

2.63% more ownership

Funds ownership: 91.69%94.32% (+2.6%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$496M)

4% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 227

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

47% less call options, than puts

Call options by funds: $116M | Put options by funds: $218M

Holders
634
Holders Change
+29
Holders Change %
+4.79%
% of All Funds
15.78%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.27%
New
90
Increased
217
Reduced
227
Closed
51
Calls
$116M
Puts
$218M
Net Calls
-$102M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
626
Tarbox Family Office
California
$2K
VIA
627
Vantage Investment Advisors
Pennsylvania
$2K
HS
628
Horan Securities
United States
$2K +$2.13K +12 New
Carson Wealth (CWM LLC)
629
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.31K -13 -72%
EA
630
Edge Advisors
Georgia
$1K
NR
631
Newfound Research
Massachusetts
$1K
PB
632
Pinnacle Bancorp
Nebraska
$1K +$710 +4 New
PCP
633
Proficio Capital Partners
Massachusetts
$1K +$710 +4 New
USGIU
634
U.S. Global Investors (USGI)
Texas
$360 -$178K -1,000 -32%
ED
635
Exane Derivatives
France
$171 -$178 -1 -50%
SLF
636
Sun Life Financial
Ontario, Canada
$40
CGM
637
Capital Growth Management
Massachusetts
-$66.3M -365,000 Closed
MDSL
638
M.D. Sass LLC
New York
-$42.5M -233,988 Closed
Loomis, Sayles & Company
639
Loomis, Sayles & Company
Massachusetts
-$26.4M -145,226 Closed
AC
640
Ascend Capital
California
-$24.8M -136,695 Closed
FA
641
Friess Associates
Delaware
-$16.7M -92,021 Closed
HW
642
Hancock Whitney
Mississippi
-$13.5M -74,412 Closed
Capital Fund Management (CFM)
643
Capital Fund Management (CFM)
France
-$12.2M -66,974 Closed
ELI
644
Empire Life Investments
Ontario, Canada
-$8.4M -44,673 Closed
WI
645
WBI Investments
New Jersey
-$7.6M -41,836 Closed
CEP
646
Chicago Equity Partners
Illinois
-$6.99M -38,477 Closed
CIBC World Market
647
CIBC World Market
Ontario, Canada
-$6.04M -33,251 Closed
Susquehanna International Group
648
Susquehanna International Group
Pennsylvania
-$5.08M -28,592 Closed
WMSA
649
Weiss Multi-Strategy Advisers
New York
-$2.66M -14,616 Closed
KWILP
650
Kiwi Wealth Investments Limited Partnership
New Zealand
-$2.61M -14,379 Closed