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Whirlpool

634 hedge funds and large institutions have $12B invested in Whirlpool in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 227 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 51

5% more funds holding

Funds holding: 605634 (+29)

2.63% more ownership

Funds ownership: 91.69%94.32% (+2.6%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$496M)

4% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 227

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

47% less call options, than puts

Call options by funds: $116M | Put options by funds: $218M

Holders
634
Holders Change
+29
Holders Change %
+4.79%
% of All Funds
15.78%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.27%
New
90
Increased
217
Reduced
227
Closed
51
Calls
$116M
Puts
$218M
Net Calls
-$102M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B +$30.2M +170,267 +2%
BlackRock
2
BlackRock
New York
$854M +$860M +4,844,832 +3,485%
State Street
3
State Street
Massachusetts
$619M +$10.7M +60,274 +2%
GA
4
Greenhaven Associates
New York
$466M +$9.1M +51,255 +2%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$368M -$4.16M -23,417 -1%
Harris Associates
6
Harris Associates
Illinois
$332M +$441K +2,485 +0.1%
O
7
OppenheimerFunds
New York
$330M +$11M +61,803 +3%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$310M -$3.59M -20,221 -1%
Bank of America
9
Bank of America
North Carolina
$306M +$46.6M +262,246 +17%
LSV Asset Management
10
LSV Asset Management
Illinois
$269M -$15.7M -88,560 -5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$238M +$31.3M +176,248 +15%
ETC
12
Evercore Trust Company
New York
$236M -$959K -5,400 -0.4%
Invesco
13
Invesco
Georgia
$183M -$9.94M -55,971 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$182M +$21.9M +123,438 +13%
LAM
15
Lyrical Asset Management
New York
$175M +$15.3M +86,002 +9%
Federated Hermes
16
Federated Hermes
Pennsylvania
$157M +$59.7M +336,397 +58%
Capital International Investors
17
Capital International Investors
California
$150M +$248K +1,396 +0.2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$150M -$14.2M -79,750 -8%
Northern Trust
19
Northern Trust
Illinois
$148M +$1.18M +6,633 +0.8%
AQR Capital Management
20
AQR Capital Management
Connecticut
$139M +$2.37M +13,330 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$127M +$11.1M +62,454 +9%
Morgan Stanley
22
Morgan Stanley
New York
$123M +$43.7M +246,103 +52%
Norges Bank
23
Norges Bank
Norway
$122M +$4.32M +24,298 +4%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115M +$7.53M +42,410 +7%
SBAM
25
Santa Barbara Asset Management
California
$113M -$276K -1,552 -0.2%