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Whirlpool

617 hedge funds and large institutions have $7.03B invested in Whirlpool in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $259M | Put options by funds: $168M

1.43% more ownership

Funds ownership: 92.58%94.01% (+1.4%)

4% more capital invested

Capital invested by funds: $6.78B → $7.03B (+$249M)

4% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 84

2% less funds holding

Funds holding: 631617 (-14)

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
617
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
198
Reduced
240
Closed
84
Calls
$259M
Puts
$168M
Net Calls
+$91.6M
Net Calls Change
+$88M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
226
Sumitomo Mitsui Financial Group
Japan
$1.36M -$220K -1,548 -14%
URS
227
Utah Retirement Systems
Utah
$1.36M +$14.2K +100 +1%
LI
228
Lafayette Investments
Maryland
$1.35M +$13.9K +98 +1%
M&T Bank
229
M&T Bank
New York
$1.34M -$706K -4,965 -34%
TCM
230
Teza Capital Management
Illinois
$1.33M +$584K +4,108 +77%
State of Tennessee, Department of Treasury
231
State of Tennessee, Department of Treasury
Tennessee
$1.32M -$106K -744 -7%
Truist Financial
232
Truist Financial
North Carolina
$1.31M -$203K -1,431 -13%
COPPSERS
233
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.3M +$176K +1,236 +16%
KAS
234
Kestra Advisory Services
Texas
$1.29M +$134K +939 +11%
DC
235
Davenport & Co
Virginia
$1.29M -$1.44M -10,095 -52%
KPWS
236
Kestra Private Wealth Services
Texas
$1.29M -$144K -1,012 -10%
William Blair & Company
237
William Blair & Company
Illinois
$1.28M -$55.6K -391 -4%
NYLIM
238
New York Life Investment Management
New York
$1.27M +$10.8K +76 +0.9%
WBC
239
Westpac Banking Corp
Australia
$1.24M +$169K +1,192 +16%
HIA
240
Harvest Investment Advisors
Florida
$1.22M +$1.23M +8,626 New
DA
241
Duality Advisers
Florida
$1.21M +$1.21M +8,532 New
CAN
242
Cetera Advisor Networks
California
$1.2M +$636K +4,474 +112%
Mariner
243
Mariner
Kansas
$1.2M +$253K +1,778 +27%
X
244
Xponance
Pennsylvania
$1.19M +$181K +1,272 +18%
VFO
245
Virtus Family Office
Texas
$1.19M +$359K +2,526 +43%
HW
246
Hancock Whitney
Mississippi
$1.19M -$261K -1,835 -18%
FHA
247
First Horizon Advisors
Tennessee
$1.19M -$218K -1,534 -15%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$1.18M +$853K +5,999 +253%
CCIA
249
Campbell & Co Investment Adviser
Maryland
$1.18M +$1.18M +8,327 New
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$1.17M -$3.47M -24,392 -75%

WHR Hedge Fund Activity: Q4 2022 in Review

617 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2022, worth a combined $7.03B — up 3.7% from $6.78B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of WHR and 81 opened new positions — a net loss of 3 holders — while 240 trimmed existing stakes and 198 added.

The largest buyer was Goldman Sachs, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $60.7M.

  • 617 institutional investors held Whirlpool (WHR) as of Q4 2022, down from 631 in Q3 2022.
  • Funds reported $7.03B of Whirlpool stock for Q4 2022, up 3.7% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q4 2022 and 84 closed out, a net change of -3 holders.
  • The largest Whirlpool buyer in Q4 2022 was Goldman Sachs, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2022 was Bank of New York Mellon, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2022.