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Whirlpool

482 hedge funds and large institutions have $10.6B invested in Whirlpool in 2013 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 144 increasing their positions, 202 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more funds holding in top 10

Funds holding in top 10: 1118 (+7)

49% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 53

29% more capital invested

Capital invested by funds: $8.24B → $10.6B (+$2.36B)

5% more funds holding

Funds holding: 458482 (+24)

0.48% more ownership

Funds ownership: 91.08%91.56% (+0.48%)

29% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 202

52% less call options, than puts

Call options by funds: $219M | Put options by funds: $455M

Holders
482
Holders Change
+24
Holders Change %
+5.24%
% of All Funds
15.63%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.58%
New
79
Increased
144
Reduced
202
Closed
53
Calls
$219M
Puts
$455M
Net Calls
-$236M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$773M +$12M +90,713 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$543M -$161M -1,217,206 -25%
State Street
3
State Street
Massachusetts
$524M -$20.8M -157,386 -4%
Primecap Management
4
Primecap Management
California
$352M -$31.7M -239,300 -9%
LSV Asset Management
5
LSV Asset Management
Illinois
$343M -$15M -113,079 -5%
GA
6
Greenhaven Associates
New York
$324M -$1.03M -7,760 -0.3%
BIT
7
BlackRock Institutional Trust
California
$316M -$20.6M -155,388 -7%
ETC
8
Evercore Trust Company
New York
$248M +$570K +4,307 +0.3%
CGM
9
Capital Growth Management
Massachusetts
$239M -$16.5M -125,000 -7%
AL
10
AJO LP
Pennsylvania
$205M -$24.7M -187,000 -12%
OAMG
11
Odey Asset Management Group
United Kingdom
$204M +$82.8M +625,962 +81%
Goldman Sachs
12
Goldman Sachs
New York
$202M -$8.89M -67,210 -5%
Northern Trust
13
Northern Trust
Illinois
$158M -$8.32M -62,875 -6%
SFM
14
Systematic Financial Management
New Jersey
$149M +$13.4M +101,296 +11%
CCI
15
Columbus Circle Investors
$148M +$18.1M +136,686 +16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$148M +$24.2M +183,076 +22%
Federated Hermes
17
Federated Hermes
Pennsylvania
$141M -$5.75M -43,442 -4%
BFA
18
BlackRock Fund Advisors
California
$137M +$2.04M +15,428 +2%
TCIM
19
TIAA CREF Investment Management
New York
$131M +$30.3M +228,841 +34%
JHIU
20
Janus Henderson Investors US
Colorado
$129M -$36.9M -279,276 -24%
Invesco
21
Invesco
Georgia
$127M +$64.3M +485,936 +128%
JP Morgan Chase
22
JP Morgan Chase
New York
$126M -$16.7M -125,923 -13%
UBS AM
23
UBS AM
Illinois
$125M +$81.3M +614,897 +254%
Prudential Financial
24
Prudential Financial
New Jersey
$119M +$5.84M +44,178 +6%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$109M -$13.8M -103,986 -12%