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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
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$42.4M -$51.5M -290,200 -54%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$41M +$19.6M +110,381 +85%
Deutsche Bank
53
Deutsche Bank
Germany
$40.9M +$11.6M +65,225 +38%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$40.7M -$993K -5,589 -2%
AT
55
AMF Tjänstepension
Sweden
$40.4M +$12M +67,297 +40%
GC
56
Guggenheim Capital
Illinois
$38.7M +$2.89M +16,290 +8%
TSAM
57
Trinity Street Asset Management
United Kingdom
$38.6M -$6.72M -37,851 -14%
UBS AM
58
UBS AM
Illinois
$38.4M -$2.44M -13,724 -6%
EP
59
Edinburgh Partners
United Kingdom
$37M -$20.7M -116,640 -35%
CS
60
Credit Suisse
Switzerland
$36.6M +$19.2M +107,900 +102%
Millennium Management
61
Millennium Management
New York
$36.3M +$37.6M +211,841 New
TAM
62
Todd Asset Management
Kentucky
$35.7M -$2.22M -12,499 -6%
DC
63
Davenport & Co
Virginia
$34.3M -$17.6K -99 -0.1%
TAM
64
Taylor Asset Management
Ontario, Canada
$33.7M +$6.48M +36,500 +23%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$33.5M -$515K -2,900 -1%
Prudential Financial
66
Prudential Financial
New Jersey
$32.5M -$4M -22,521 -11%
PP
67
Prudential plc
United Kingdom
$30.8M +$37.3K +210 +0.1%
Luther King Capital Management (LKCM)
68
Luther King Capital Management (LKCM)
Texas
$30.3M -$532K -2,994 -2%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$29.4M -$746K -4,200 -2%
Ameriprise
70
Ameriprise
Minnesota
$29.4M -$288K -1,621 -0.9%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$28.6M -$1.86M -10,453 -6%
GA
72
Geneva Advisors
Illinois
$28.2M -$362K -2,039 -1%
PPA
73
Parametric Portfolio Associates
Washington
$27.6M -$35.5M -200,132 -55%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$27.5M -$266K -1,499 -0.9%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$27.5M -$1.95M -10,980 -6%