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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
Prudential Financial
76
Prudential Financial
New Jersey
$8.8M -$7.9M -69,660 -46%
MG
77
Markel Group
Virginia
$8.69M +$6.96M +61,380 +309%
USAA
78
United Services Automobile Association
Texas
$7.98M -$2.28M -20,073 -21%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$7.76M -$515K -4,541 -6%
Macquarie Group
80
Macquarie Group
Australia
$7.67M
GIA
81
Gateway Investment Advisers
Ohio
$7.26M -$10.6K -93 -0.1%
Nordea Investment Management
82
Nordea Investment Management
Sweden
$7.2M +$5.51M +48,566 +258%
CFSG
83
Community Financial Services Group
Vermont
$7.18M +$4.66M +41,039 +157%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$6.99M -$432K -3,807 -6%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$6.96M -$2.79M -24,584 -27%
AL
86
Arnhold LLC
New York
$6.88M +$1.25M +11,019 +21%
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$6.83M -$19.3M -169,928 -73%
Calamos Advisors
88
Calamos Advisors
Illinois
$6.41M
CCMIC
89
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$6.34M -$1.99M -17,545 -23%
SEI Investments
90
SEI Investments
Pennsylvania
$6.11M +$550K +4,850 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
91
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.86M +$4.39M +38,700 +240%
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$5.63M -$56.9K -502 -0.9%
Canada Life
93
Canada Life
Manitoba, Canada
$5.54M +$277K +2,442 +5%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$5.46M -$494K -4,356 -8%
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$5.42M +$5.75M +50,697 New
Ameriprise
96
Ameriprise
Minnesota
$5.18M -$279K -2,462 -5%
CAM
97
Cubic Asset Management
Massachusetts
$4.93M -$114K -1,005 -2%
SC
98
Spitfire Capital
California
$4.85M -$2.28M -20,130 -31%
AMAL
99
Asset Management Advisors LLC
Oklahoma
$4.83M +$1.99M +17,500 +63%
HA
100
H2O AM
United Kingdom
$4.8M +$10.7M +94,200 New