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Whirlpool

527 hedge funds and large institutions have $10.5B invested in Whirlpool in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 189 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 89.85%91.87% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 189

5% less funds holding

Funds holding: 554527 (-27)

14% less capital invested

Capital invested by funds: $12.1B → $10.5B (-$1.67B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

30% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 83

43% less call options, than puts

Call options by funds: $202M | Put options by funds: $354M

Holders
527
Holders Change
-27
Holders Change %
-4.87%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.36%
New
58
Increased
203
Reduced
189
Closed
83
Calls
$202M
Puts
$354M
Net Calls
-$152M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
Teachers Advisors
New York
$12.1M -$306K -1,809 -2%
PP
127
PDT Partners
New York
$12M +$13.8M +81,494 New
BNP Paribas Asset Management
128
BNP Paribas Asset Management
France
$11.9M -$1.55M -9,143 -10%
BACM
129
Blue Arrow Capital Management
New York
$11.8M +$13.5M +80,000 New
CI
130
Capital International
California
$11.7M -$7.36M -43,500 -35%
First Trust Advisors
131
First Trust Advisors
Illinois
$11.6M -$15.3M -90,338 -53%
SC
132
Spitfire Capital
California
$11.4M +$1.44M +8,500 +12%
BC
133
Burney Company
Virginia
$11.4M -$30K -177 -0.2%
CCMH
134
Cornerstone Capital Management Holdings
New York
$11.3M +$1.05M +6,221 +9%
Calamos Advisors
135
Calamos Advisors
Illinois
$11.3M -$24.3M -143,464 -65%
CAG
136
Crestwood Advisors Group
Massachusetts
$11.2M +$735K +4,344 +6%
CG
137
Colony Group
Massachusetts
$10.9M -$1.23M -7,247 -9%
BSA
138
Braun Stacey Associates
New York
$10.7M -$295K -1,744 -2%
AL
139
AJO LP
Pennsylvania
$10.4M -$86.6M -511,491 -88%
APG Asset Management
140
APG Asset Management
Netherlands
$10.1M -$877K -5,180 -7%
Credit Agricole
141
Credit Agricole
France
$10M -$3.22M -19,000 -22%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$9.29M +$89.5K +529 +0.8%
SSA
143
South Street Advisors
New York
$9.29M +$311K +1,840 +3%
ZA
144
Zweig Advisers
Connecticut
$9.28M -$677K -4,000 -6%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$9.28M -$2.83M -16,738 -21%
CC
146
Curian Capital
Colorado
$9.09M -$5.78M -34,146 -36%
EA
147
Euclid Advisors
Connecticut
$8.84M -$66.6M -393,677 -87%
Grantham, Mayo, Van Otterloo & Co (GMO)
148
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.05M +$9.26M +54,700 New
Canada Life
149
Canada Life
Manitoba, Canada
$8.04M +$316K +1,865 +4%
DM
150
Delphi Management
Massachusetts
$8.01M +$9.21M +54,410 New