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Whirlpool

617 hedge funds and large institutions have $12.4B invested in Whirlpool in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 232 increasing their positions, 221 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 221

0.77% more ownership

Funds ownership: 91.19%91.96% (+0.77%)

4% less capital invested

Capital invested by funds: $12.9B → $12.4B (-$535M)

5% less funds holding

Funds holding: 647617 (-30)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

31% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 67

34% less call options, than puts

Call options by funds: $187M | Put options by funds: $284M

Holders
617
Holders Change
-30
Holders Change %
-4.64%
% of All Funds
15.38%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
46
Increased
232
Reduced
221
Closed
67
Calls
$187M
Puts
$284M
Net Calls
-$97.5M
Net Calls Change
-$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32B -$23.9M -133,446 -2%
BlackRock
2
BlackRock
New York
$865M +$8.74M +48,890 +1%
State Street
3
State Street
Massachusetts
$637M -$9.66M -54,036 -2%
GA
4
Greenhaven Associates
New York
$509M +$4.03M +22,525 +0.8%
O
5
OppenheimerFunds
New York
$366M +$16.6M +92,714 +5%
Harris Associates
6
Harris Associates
Illinois
$363M -$38.4M -214,950 -10%
Bank of America
7
Bank of America
North Carolina
$352M +$11.5M +64,178 +3%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$339M +$21.8M +122,189 +7%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$337M -$49.7M -277,709 -13%
LSV Asset Management
10
LSV Asset Management
Illinois
$303M +$13.3M +74,493 +5%
ETC
11
Evercore Trust Company
New York
$250M +$9.62M +53,819 +4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$241M -$10.4M -58,321 -4%
LAM
13
Lyrical Asset Management
New York
$238M +$11.9M +66,562 +5%
Primecap Management
14
Primecap Management
California
$236M +$90.9M +508,243 +66%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$216M +$4.93M +27,552 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$188M +$19.6M +109,853 +12%
Capital International Investors
17
Capital International Investors
California
$168M +$5.98M +33,449 +4%
Northern Trust
18
Northern Trust
Illinois
$162M +$5.01M +28,039 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$140M +$153K +853 +0.1%
CB
20
Cooke & Bieler
Pennsylvania
$133M +$23.6M +131,844 +22%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$132M -$3.95M -22,093 -3%
Norges Bank
22
Norges Bank
Norway
$127M -$4.54M -25,372 -4%
SBAM
23
Santa Barbara Asset Management
California
$123M +$1.34M +7,518 +1%
Deutsche Bank
24
Deutsche Bank
Germany
$116M +$66.1M +369,941 +142%
Wells Fargo
25
Wells Fargo
California
$111M -$3.17M -17,720 -3%