Whirlpool
585 hedge funds and large institutions have $6.17B invested in Whirlpool in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 170 increasing their positions, 242 reducing their positions, and 110 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more call options, than puts
Call options by funds: $324M | Put options by funds: $225M
0.79% less ownership
Funds ownership: 93.21% → 92.42% (-0.79%)
3% less funds holding
Funds holding: 606 → 585 (-21)
10% less capital invested
Capital invested by funds: $6.84B → $6.17B (-$664M)
12% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 110
30% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 242
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$129M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$83.6M |
| 3 |
Squarepoint
New York
|
+$70.2M |
| 4 |
Millennium Management
New York
|
+$53.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
-$212M |
| 2 |
BlackRock
New York
|
-$116M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$42.1M |
| 4 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$37.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$24.5M |
WHR Hedge Fund Activity: Q4 2023 in Review
585 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2023, worth a combined $6.17B — down 9.7% from $6.84B a quarter earlier.
Sellers outnumbered buyers: 110 funds closed out of WHR and 97 opened new positions — a net loss of 13 holders — while 242 trimmed existing stakes and 170 added.
The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Greenhaven Associates, exiting entirely with an estimated $212M sold.
- 585 institutional investors held Whirlpool (WHR) as of Q4 2023, down from 606 in Q3 2023.
- Funds reported $6.17B of Whirlpool stock for Q4 2023, down 9.7% quarter-over-quarter.
- 97 funds opened new Whirlpool positions in Q4 2023 and 110 closed out, a net change of -13 holders.
- The largest Whirlpool buyer in Q4 2023 was Morgan Stanley, an estimated $129M added.
- The largest Whirlpool seller in Q4 2023 was Greenhaven Associates, an estimated $212M sold.
Based on aggregated 13F filings for Q4 2023.