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Whirlpool

605 hedge funds and large institutions have $12.5B invested in Whirlpool in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 212 increasing their positions, 215 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

14% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 87

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.5B)

0% more funds holding

Funds holding: 605605 (0)

0% less ownership

Funds ownership: 91.69%91.69% (-0%)

1% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 215

23% less call options, than puts

Call options by funds: $249M | Put options by funds: $325M

Holders
605
Holders Change
Holders Change %
0%
% of All Funds
15.13%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.35%
New
99
Increased
212
Reduced
215
Closed
87
Calls
$249M
Puts
$325M
Net Calls
-$76.2M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$20.6M +$1.07M +6,461 +6%
Principal Financial Group
102
Principal Financial Group
Iowa
$20.5M -$1.01M -6,080 -5%
USAA
103
United Services Automobile Association
Texas
$20.3M +$926K +5,593 +5%
GIA
104
Gateway Investment Advisers
Ohio
$20.2M -$1.96M -11,808 -10%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$19.8M +$165K +999 +0.9%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$19.5M +$97.4K +588 +0.6%
BC
107
Burney Company
Virginia
$19.5M -$416K -2,510 -2%
CS
108
Credit Suisse
Switzerland
$19.2M -$5.03M -30,400 -22%
OTPPB
109
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19.1M +$17.1M +103,081 +4,994%
First Trust Advisors
110
First Trust Advisors
Illinois
$18.9M -$4.9M -29,589 -22%
BJ
111
BlackRock Japan
Japan
$18.8M -$347K -2,093 -2%
CS
112
Cannell & Spears
New York
$18.6M -$1.01M -6,110 -6%
EDRH
113
Edmond de Rothschild Holding
Switzerland
$18.5M +$16.4M +99,000 +3,353%
TA
114
Teachers Advisors
New York
$18.5M -$5.06M -30,564 -23%
CFB
115
Cullen/Frost Bankers
Texas
$17.4M +$773K +4,671 +5%
FA
116
Friess Associates
Delaware
$16.7M +$15.2M +92,021 New
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$16.5M -$7.55M -45,623 -33%
CAG
118
Crestwood Advisors Group
Massachusetts
$16.2M -$130K -786 -0.9%
Citadel Advisors
119
Citadel Advisors
Florida
$16.1M -$18.2M -110,211 -56%
Mawer Investment Management
120
Mawer Investment Management
Alberta, Canada
$16M -$2.11M -12,730 -13%
SB
121
Suntrust Banks
Georgia
$15.9M +$11.7M +70,593 +414%
AWCI
122
Alpine Woods Capital Investors
New York
$15.5M -$116K -700 -0.8%
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$15.3M +$593K +3,584 +4%
Adage Capital Partners
124
Adage Capital Partners
Massachusetts
$15.2M -$4.39M -26,500 -24%
HEIP
125
Hudson Edge Investment Partners
New Jersey
$14.9M +$2.74M +16,575 +25%