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Whirlpool

580 hedge funds and large institutions have $14B invested in Whirlpool in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 187 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 557580 (+23)

2% more capital invested

Capital invested by funds: $13.7B → $14B (+$321M)

2.07% less ownership

Funds ownership: 90.8%88.74% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 238

44% less call options, than puts

Call options by funds: $227M | Put options by funds: $408M

Holders
580
Holders Change
+23
Holders Change %
+4.13%
% of All Funds
15.46%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
82
Increased
187
Reduced
238
Closed
52
Calls
$227M
Puts
$408M
Net Calls
-$182M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
151
Barclays
United Kingdom
$10.7M -$5.81M -28,593 -35%
GIA
152
Granite Investment Advisors
New Hampshire
$10.5M -$2M -9,830 -16%
CII
153
Capital International Inc
California
$10.4M -$1.34M -6,600 -11%
PL
154
Perpetual Ltd
Australia
$10.3M +$8.27M +40,700 +388%
SC
155
Spitfire Capital
California
$10.2M +$203K +1,000 +2%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$10.1M -$17.5K -86 -0.2%
RSCM
157
Rail-Splitter Capital Management
Illinois
$10.1M -$3.77M -18,540 -27%
QCMC
158
Quantum Capital Management (California)
California
$9.93M +$4.3M +21,192 +46%
DSI
159
Daiwa SB Investments
Japan
$9.76M -$1.82M -8,940 -16%
TSW
160
Thompson Siegel & Walmsley
Virginia
$9.72M -$2.4M -11,830 -20%
MAM
161
Martingale Asset Management
Massachusetts
$9.33M +$9.37M +46,155 New
FQ
162
First Quadrant
California
$9.23M -$5.04M -24,800 -35%
Retirement Systems of Alabama
163
Retirement Systems of Alabama
Alabama
$9.15M -$272K -1,341 -3%
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$8.92M -$90K -443 -1%
EA
165
Euclid Advisors
Connecticut
$8.77M -$1.38M -6,810 -14%
RBA
166
Richard Bernstein Advisors
New York
$8.71M
TD Asset Management
167
TD Asset Management
Ontario, Canada
$8.68M -$1.7M -8,373 -16%
SFM
168
Systematic Financial Management
New Jersey
$8.61M +$8.65M +42,605 New
Aviva
169
Aviva
United Kingdom
$8.38M +$1.99M +9,809 +31%
BGIM
170
Brandywine Global Investment Management
Pennsylvania
$8.3M +$155K +763 +2%
TPCM
171
Tide Point Capital Management
Connecticut
$8.08M +$3.05M +15,000 +60%
SM
172
Stratton Management
Pennsylvania
$7.71M -$850K -4,185 -10%
CL
173
Croft-Leominster
Maryland
$7.71M -$474K -2,333 -6%
RJA
174
Raymond James & Associates
Florida
$7.66M +$550K +2,710 +8%
PAMU
175
Pictet Asset Management (UK)
United Kingdom
$7.54M -$102K -500 -1%