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Whirlpool

543 hedge funds and large institutions have $5.36B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99%84.81% (+2.8%)

2% more funds holding

Funds holding: 530543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
251
LMR Partners
United Kingdom
$626K
LFA
252
Legacy Financial Advisors
Kentucky
$624K -$21.5K -195 -3%
HW
253
Hancock Whitney
Mississippi
$621K -$2.76K -25 -0.5%
OF
254
Optimize Financial
California
$619K +$597K +5,410 New
SS
255
Sunbelt Securities
Texas
$618K -$44.1K -400 -7%
KFS
256
Keynote Financial Services
Connecticut
$617K -$4.74K -43 -0.8%
IHL
257
Investment House LLC
California
$612K -$27.6K -250 -4%
AA
258
Ancora Advisors
Ohio
$607K -$375K -3,400 -39%
PPP
259
Private Portfolio Partners
New Jersey
$595K +$2.76K +25 +0.5%
FFN
260
Focus Financial Network
Minnesota
$593K +$252K +2,285 +79%
AWS
261
Atria Wealth Solutions
New York
$590K -$108K -975 -16%
GI
262
GAMCO Investors
Connecticut
$572K
AG
263
Ascent Group
Virginia
$568K +$21.8K +198 +4%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$567K
FIA
265
Foundations Investment Advisors
Arizona
$564K -$10.8K -98 -2%
ETS
266
ESL Trust Services
New York
$561K +$541K +4,900 New
MML Investors Services
267
MML Investors Services
Massachusetts
$556K -$53.1K -481 -9%
SPIA
268
Steward Partners Investment Advisory
New York
$550K +$489K +4,432 +1,188%
ACA
269
Atlas Capital Advisors
Wyoming
$548K +$525K +4,758 +17,622%
CG
270
Caprock Group
Idaho
$546K -$5.85K -53 -1%
MGIA
271
Moneta Group Investment Advisors
Missouri
$533K -$97.2K -881 -16%
WC
272
Waterloo Capital
Texas
$531K -$18.2K -165 -3%
BBVA
273
Banco Bilbao Vizcaya Argentaria
Spain
$527K +$21.7K +197 +4%
M&T Bank
274
M&T Bank
New York
$508K +$48.1K +436 +11%
LIM
275
Longfellow Investment Management
Massachusetts
$498K -$30.7K -278 -6%

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 holders.
  • The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2024.