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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B +$17.7M +107,110 +2%
State Street
2
State Street
Massachusetts
$646M +$17.9M +108,400 +3%
GA
3
Greenhaven Associates
New York
$485M +$8.91M +53,830 +2%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$395M +$14.8M +89,260 +4%
BIT
5
BlackRock Institutional Trust
California
$363M -$16.8M -101,521 -5%
Harris Associates
6
Harris Associates
Illinois
$352M -$12.7M -76,822 -4%
O
7
OppenheimerFunds
New York
$339M +$211M +1,275,599 +217%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$333M +$3.25M +19,617 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$302M -$14.4M -87,140 -5%
Bank of America
10
Bank of America
North Carolina
$277M -$29.1M -175,882 -10%
ETC
11
Evercore Trust Company
New York
$252M -$3.19M -19,260 -1%
BFA
12
BlackRock Fund Advisors
California
$249M +$19.5M +117,838 +9%
IC
13
Institutional Capital
Illinois
$221M -$4.71M -28,473 -2%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$220M +$24.5M +148,083 +14%
Invesco
15
Invesco
Georgia
$204M -$14.2M -85,577 -7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$173M -$47.2M -285,001 -23%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$171M +$4.37M +26,423 +3%
LAM
18
Lyrical Asset Management
New York
$170M +$3.37M +20,366 +2%
Capital International Investors
19
Capital International Investors
California
$159M +$149K +898 +0.1%
Northern Trust
20
Northern Trust
Illinois
$156M -$21.8M -131,923 -13%
AQR Capital Management
21
AQR Capital Management
Connecticut
$145M -$9.57M -57,811 -7%
BG
22
BlackRock Group
United Kingdom
$134M +$7.34M +44,339 +6%
Norges Bank
23
Norges Bank
Norway
$125M -$15.1M -91,318 -12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$123M +$3.62M +21,844 +3%
SBAM
25
Santa Barbara Asset Management
California
$121M -$10.7M -64,926 -9%