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Whirlpool
WHR

Overview Fund Activity

510 hedge funds and large institutions have $4.74B invested in Whirlpool in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 182 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
-46
Holders Change %
-8.27%
% of All Funds
7.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
78
Increased
185
Reduced
182
Closed
117
Calls
$354M
Puts
$364M
Net Calls
-$10.2M
Net Calls Change
+$122K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$104M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$68.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$100M
4
RI
RWWM Inc
California
$30.2M
5
Newport Trust Company
Newport Trust Company
District of Columbia
$143M

Top Sellers

1
LAM
Lyrical Asset Management
New York
$0
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$73.5M
4
Squarepoint
Squarepoint
New York
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
226
Dakota Wealth Management
Florida
$741K +$74.1K +725 +11%
BIP
227
Brandes Investment Partners
California
$739K +$387K +3,790 +110%
LCGC
228
Legacy Capital Group California
California
$733K +$8.18K +80 +1%
IRC
229
Investors Research Corp
Georgia
$726K +$378K +3,700 +109%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$711K -$181K -1,775 -20%
PAS
231
Park Avenue Securities
New York
$703K -$13.4K -131 -2%
MC
232
Moors & Cabot
Massachusetts
$698K +$293K +2,870 +72%
LSA
233
Lion Street Advisors
Texas
$687K +$51.1K +500 +8%
BCM
234
Birmingham Capital Management
Alabama
$681K -$39.3K -385 -5%
PCM
235
Palouse Capital Management
Washington
$681K -$22.6K -221 -3%
DCM
236
Donaldson Capital Management
Indiana
$647K -$21.9K -214 -3%
AAS
237
Avantax Advisory Services
Texas
$635K +$216K +2,117 +52%
X
238
Xponance
Pennsylvania
$634K -$40.6K -397 -6%
AA
239
Ancora Advisors
Ohio
$634K +$603K +5,900 +1,967%
Group One Trading
240
Group One Trading
Illinois
$615K +$547K +5,348 +793%
QPW
241
Quantum Private Wealth
Florida
$615K -$134K -1,311 -18%
MS
242
Madden Securities
Texas
$613K -$942K -9,219 -61%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$609K – – –
AWA
244
Arkadios Wealth Advisors
Georgia
$609K -$29.8K -292 -5%
Prudential Financial
245
Prudential Financial
New Jersey
$604K -$562K -5,497 -48%
CI
246
Ceera Investments
Texas
$601K – – –
CRC
247
Curi RMB Capital
Illinois
$599K -$27.3K -267 -4%
IHL
248
Investment House LLC
California
$598K +$184K +1,796 +44%
SA
249
Strategic Advisors
New York
$593K -$28K -274 -5%
MAG
250
Members Advisory Group
New York
$591K +$591K +5,765 New
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10
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