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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24B +$64.1M +315,509 +5%
State Street
2
State Street
Massachusetts
$707M -$26.3M -129,556 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$552M +$18.6M +91,771 +3%
GA
4
Greenhaven Associates
New York
$501M +$2.79M +13,720 +0.6%
BIT
5
BlackRock Institutional Trust
California
$473M +$63.3M +311,803 +15%
LSV Asset Management
6
LSV Asset Management
Illinois
$431M -$48.1M -236,940 -10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$384M -$127M -626,598 -25%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$296M +$17.3M +85,065 +6%
ETC
9
Evercore Trust Company
New York
$288M -$8.7M -42,833 -3%
Invesco
10
Invesco
Georgia
$270M +$6.31M +31,059 +2%
AL
11
AJO LP
Pennsylvania
$262M -$24M -118,330 -8%
AM
12
Appaloosa Management
Florida
$229M -$115M -566,302 -33%
Harris Associates
13
Harris Associates
Illinois
$226M
BFA
14
BlackRock Fund Advisors
California
$224M +$3.36M +16,549 +2%
Bank of America
15
Bank of America
North Carolina
$221M -$60M -295,611 -21%
Northern Trust
16
Northern Trust
Illinois
$206M -$13.7M -67,556 -6%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$195M +$856K +4,217 +0.4%
Primecap Management
18
Primecap Management
California
$192M -$81.4M -400,886 -30%
JP Morgan Chase
19
JP Morgan Chase
New York
$188M +$121M +597,075 +179%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$161M -$7.47M -36,797 -4%
CGM
21
Capital Growth Management
Massachusetts
$150M +$121M +597,000 +412%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$147M +$106M +520,757 +250%
Norges Bank
23
Norges Bank
Norway
$141M +$5.64M +27,783 +4%
AAMU
24
Amundi Asset Management US
Massachusetts
$137M -$5.89M -29,012 -4%
AI
25
Axiom Investors
Connecticut
$134M +$42.1M +207,527 +46%