WHR icon

Whirlpool
WHR

Overview Fund Activity

523 hedge funds and large institutions have $4.77B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 194 increasing their positions, 173 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+13
Holders Change %
+2.55%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
79
Increased
194
Reduced
173
Closed
63
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M

Top Buyers

1
BlackRock
BlackRock
New York
$693M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$108M
3
Capital World Investors
Capital World Investors
California
$31.2M
4
Charles Schwab
Charles Schwab
California
$216M
5
Newport Trust Company
Newport Trust Company
District of Columbia
$168M

Top Sellers

1
F
FIFTHDELTA
United Kingdom
$0
2
Invesco
Invesco
Georgia
$22.6M
3
Millennium Management
Millennium Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$123M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFCM
226
Applied Finance Capital Management
Puerto Rico
$733K +$293K +2,736 +66%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$707K +$178K +1,661 +34%
LSA
228
Lion Street Advisors
Texas
$704K -$16.1K -150 -2%
SLWA
229
San Luis Wealth Advisors
California
$702K +$398K +3,725 +131%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$684K -$60.2K -563 -8%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$684K +$46K +430 +7%
ET
232
Entropy Technologies
New York
$675K +$95K +888 +16%
PCM
233
Palouse Capital Management
Washington
$673K -$39.7K -371 -6%
MS
234
Madden Securities
Texas
$671K +$28.9K +270 +5%
DCM
235
Donaldson Capital Management
Indiana
$669K -$7.81K -73 -1%
X
236
Xponance
Pennsylvania
$669K +$5.03K +47 +0.8%
AWS
237
Atria Wealth Solutions
New York
$656K +$49.1K +459 +8%
BCM
238
Birmingham Capital Management
Alabama
$656K -$57.8K -540 -8%
CW
239
CreativeOne Wealth
Kansas
$650K +$331K +3,093 +104%
GS
240
GTS Securities
New York
$649K -$1.44M -13,436 -69%
HAM
241
Harmony Asset Management
Arizona
$648K +$298K +2,784 +85%
SF
242
Synovus Financial
Georgia
$644K +$644K +6,015 New
BCI
243
Brinker Capital Investments
Pennsylvania
$637K +$129K +1,209 +25%
OPS
244
Orion Portfolio Solutions
Nebraska
$637K +$129K +1,209 +25%
SS
245
Sunbelt Securities
Texas
$624K +$171K +1,600 +38%
SA
246
Strategic Advisors
New York
$621K – – –
CI
247
Ceera Investments
Texas
$611K -$17.8K -166 -3%
VI
248
Vestcor Inc
New Brunswick, Canada
$606K – – –
LFA
249
Legacy Financial Advisors
Kentucky
$604K +$15.5K +145 +3%
MAG
250
Members Advisory Group
New York
$603K -$14.5K -135 -2%
8 9
10
11 12