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Whirlpool
WHR

Overview Fund Activity

657 hedge funds and large institutions have $12.4B invested in Whirlpool in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 242 increasing their positions, 202 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+18
Holders Change %
+2.82%
% of All Funds
11.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
87
Increased
242
Reduced
202
Closed
65
Calls
$263M
Puts
$290M
Net Calls
-$26.7M
Net Calls Change
-$70.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$221M
2
Charles Schwab
Charles Schwab
California
$224M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.2M
4
TAM
Todd Asset Management
Kentucky
$19.4M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
$20.4M

Top Sellers

1
Primecap Management
Primecap Management
California
$1.12B
2
SSM
Sound Shore Management
Connecticut
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$117M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$762M
5
Citadel Advisors
Citadel Advisors
Florida
$7.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
626
Glassman Wealth Services
Virginia
$5K +$400 +2 +9%
SWM
627
Selective Wealth Management
Virginia
$5K +$5K +23 New
HF
628
Halpern Financial
Virginia
$4.36K – – –
AIG
629
American International Group
New York
$4.16K -$358 -1,641 -8%
AP
630
Atwood & Palmer
Missouri
$4K – – –
HR
631
Howe & Rusling
New York
$4K – – –
RA
632
Resolute Advisors
California
$4K – – –
COCM
633
Charter Oak Capital Management
New Hampshire
$4K – – –
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.95K +14 +280%
LF
635
Lee Financial
Texas
$4K +$4K +17 New
CIM
636
Contravisory Investment Management
Massachusetts
$4K +$4K +18 New
EBA
637
Eagle Bay Advisors
New York
$4K +$4K +18 New
RG
638
Retirement Group
California
$3K – – –
HS
639
Horan Securities
United States
$3K – – –
CA
640
Crewe Advisors
Utah
$3K – – –
VCM
641
Versant Capital Management
Arizona
$3K – – –
KFP
642
KB Financial Partners
New Jersey
$3K – – –
MCM
643
MV Capital Management
Maryland
$3K +$3K +12 New
ZB
644
Zions Bancorporation
Utah
$2K -$200 -1 -9%
WFA
645
West Financial Advisors
Iowa
$2K – – –
BWM
646
Baystate Wealth Management
Massachusetts
$2K – – –
SCA
647
Stonebridge Capital Advisors
Minnesota
$2K – – –
SIS
648
Sound Income Strategies
Florida
$2K +$2K +8 New
SWA
649
Sutton Wealth Advisors
Florida
$1.31K – – –
BA
650
Bellwether Advisors
Nebraska
$1K -$375 -3 -27%
24 25
26
27 28