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Whirlpool
WHR

711 hedge funds and large institutions have $13.4B invested in Whirlpool in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 211 increasing their positions, 260 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 64

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $11.7B → $13.4B (+$1.68B)

11% more funds holding

Funds holding: 642 → 711 (+69)

2.5% more ownership

Funds ownership: 91.99% → 94.49% (+2.5%)

19% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 260

31% less call options, than puts

Call options by funds: $251M | Put options by funds: $367M

Holders
711
Holders Change
+69
Holders Change %
+10.75%
% of All Funds
10.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
141
Increased
211
Reduced
260
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Boston Partners
Boston Partners
Massachusetts
+$56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M
4
Capital International Investors
Capital International Investors
California
+$44.4M
5
PAM
Panagora Asset Management
Massachusetts
+$30.5M

Top Sellers

1
N
Nuveen
North Carolina
-$126M
2
Wells Fargo
Wells Fargo
California
-$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$41.1M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
251
NorthCrest Asset Manangement
Minnesota
$1.98M +$1.86M +8,453 New
II
252
IFM Investors
Australia
$1.98M – – –
TPSF
253
Texas Permanent School Fund
Texas
$1.97M -$287K -1,309 -14%
NIPH
254
NN Investment Partners Holdings
Netherlands
$1.96M +$269K +1,225 +17%
PP
255
Palladium Partners
Virginia
$1.89M -$65.9K -300 -4%
PTC
256
Philadelphia Trust Company
Pennsylvania
$1.87M +$1.75M +7,959 New
IG
257
ING Group
Netherlands
$1.86M +$585K +2,664 +51%
BCM
258
Birmingham Capital Management
Alabama
$1.84M -$22K -100 -1%
MFM
259
MD Financial Management
Ontario, Canada
$1.83M -$154K -702 -8%
LI
260
Lafayette Investments
Maryland
$1.81M +$22.2K +101 +1%
MML Investors Services
261
MML Investors Services
Massachusetts
$1.79M +$39.1K +178 +2%
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.79M -$51.4K -234 -3%
AAM
263
Advisors Asset Management
Colorado
$1.77M +$525K +2,391 +47%
CT
264
Coastline Trust
Rhode Island
$1.76M +$4.39K +20 +0.3%
ASN
265
Advisory Services Network
Georgia
$1.74M -$83.9K -382 -5%
Cerity Partners
266
Cerity Partners
New York
$1.73M +$637K +2,902 +65%
VT
267
Vise Technologies
New York
$1.73M +$1.62M +7,359 New
UCFA
268
United Capital Financial Advisors
Texas
$1.69M +$1.28M +5,836 +428%
Lido Advisors
269
Lido Advisors
California
$1.67M +$1.76K +8 +0.1%
KAS
270
Kestra Advisory Services
Texas
$1.66M -$342K -1,555 -18%
NAM
271
Nissay Asset Management
Japan
$1.64M +$62.4K +284 +4%
4WM
272
44 Wealth Management
Oregon
$1.63M -$24.8K -113 -2%
MLICM
273
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M -$94.2K -429 -6%
BPM
274
Bowling Portfolio Management
Ohio
$1.62M -$36.9K -168 -2%
IHL
275
Investment House LLC
California
$1.58M -$181K -825 -11%
9 10
11
12 13

WHR Hedge Fund Activity: Q4 2021 in Review

711 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2021, worth a combined $13.4B — up 14% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WHR positions and 64 closed out — a net gain of 77 holders — while 211 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was Nuveen, cutting an estimated $126M.

  • 711 institutional investors held Whirlpool (WHR) as of Q4 2021, up from 642 in Q3 2021.
  • Funds reported $13.4B of Whirlpool stock for Q4 2021, up 14% quarter-over-quarter.
  • 141 funds opened new Whirlpool positions in Q4 2021 and 64 closed out, a net change of +77 holders.
  • The largest Whirlpool buyer in Q4 2021 was Fidelity Investments, an estimated $147M added.
  • The largest Whirlpool seller in Q4 2021 was Nuveen, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2021.