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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
SPIA
276
Steward Partners Investment Advisory
New York
$1.57M -$23.5K -107 -2%
KPWS
277
Kestra Private Wealth Services
Texas
$1.55M +$131K +597 +10%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$1.55M +$422K +1,920 +41%
VanEck Associates
279
VanEck Associates
New York
$1.52M +$1.42M +6,483 New
OTPPB
280
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.49M +$110K +501 +9%
AIC
281
Aurora Investment Counsel
Georgia
$1.48M +$148K +676 +12%
IAA
282
Independent Advisor Alliance
North Carolina
$1.47M +$25.5K +116 +2%
FDS
283
First Dallas Securities
Texas
$1.47M +$82.6K +376 +6%
RWM
284
RKL Wealth Management
Pennsylvania
$1.47M +$14.7K +67 +1%
CIP
285
Convergence Investment Partners
Florida
$1.47M -$2.2K -10 -0.2%
HIMCH
286
Hartford Investment Management Co (HIMCO)
Connecticut
$1.45M +$61.7K +281 +5%
DA
287
Duality Advisers
Florida
$1.45M +$1.36M +6,178 New
BAMF
288
BI Asset Management Fondsmaeglerselskab
Denmark
$1.44M -$77.7K -354 -5%
FFG
289
Fortem Financial Group
California
$1.44M +$26.6K +121 +2%
FT
290
Fiduciary Trust
Massachusetts
$1.44M +$1.34M +6,118 New
BCV
291
Banque Cantonale Vaudoise
Switzerland
$1.42M -$749K -3,411 -36%
PCMU
292
Paragon Capital Management (Utah)
Utah
$1.42M +$1.33M +6,058 New
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$1.41M -$240K -1,095 -15%
OAM
294
Oppenheimer Asset Management
New York
$1.41M -$52.3K -238 -4%
AC
295
Allstate Corporation
Illinois
$1.4M +$1.31M +5,962 New
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$1.38M +$110K +501 +9%
VPIM
297
Vanguard Personalized Indexing Management
California
$1.37M +$587K +2,673 +84%
PA
298
Procyon Advisors
Connecticut
$1.36M +$648K +2,952 +104%
PHK
299
Point72 Hong Kong
Hong Kong
$1.34M +$1.26M +5,728 New
AP
300
Advisor Partners
California
$1.29M +$25.7K +117 +2%
10 11
12
13 14

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.