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Whirlpool

617 hedge funds and large institutions have $7.03B invested in Whirlpool in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $259M | Put options by funds: $168M

1.43% more ownership

Funds ownership: 92.58%94.01% (+1.4%)

4% more capital invested

Capital invested by funds: $6.78B → $7.03B (+$249M)

4% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 84

2% less funds holding

Funds holding: 631617 (-14)

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
617
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
198
Reduced
240
Closed
84
Calls
$259M
Puts
$168M
Net Calls
+$91.6M
Net Calls Change
+$88M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
276
Sigma Planning Corp
Michigan
$880K -$2.13K -15 -0.2%
Teacher Retirement System of Texas
277
Teacher Retirement System of Texas
Texas
$873K -$269K -1,895 -23%
BMSSC
278
B. Metzler seel. Sohn & Co
Germany
$870K
Verition Fund Management
279
Verition Fund Management
Connecticut
$869K +$154K +1,080 +21%
S
280
Seeyond
France
$852K -$10.8K -76 -1%
RGI
281
River Global Investors
United Kingdom
$825K +$268K +1,888 +48%
DBIA
282
Dumont & Blake Investment Advisors
New Jersey
$824K -$11.7K -82 -1%
TCM
283
Twin Capital Management
Pennsylvania
$821K +$85.2K +599 +12%
CIP
284
Convergence Investment Partners
Florida
$817K +$11.9K +84 +1%
EF
285
Empowered Funds
Pennsylvania
$815K +$128K +901 +19%
CFB
286
Cullen/Frost Bankers
Texas
$796K -$454K -3,191 -36%
APG Asset Management
287
APG Asset Management
Netherlands
$795K +$488K +3,432 +157%
TRSOTSOK
288
Teachers Retirement System of the State of Kentucky
Kentucky
$794K
ASN
289
Advisory Services Network
Georgia
$792K -$104K -730 -12%
OAM
290
Occidental Asset Management
California
$783K +$231K +1,626 +42%
MA
291
Mutual Advisors
Nebraska
$782K +$153K +1,073 +24%
MCP
292
Martin Capital Partners
Oregon
$771K +$775K +5,453 New
HAS
293
HBW Advisory Services
California
$762K +$20.6K +145 +3%
PP
294
Prudential plc
United Kingdom
$748K +$450K +3,164 +149%
KWM
295
Kingsview Wealth Management
Oregon
$747K +$751K +5,281 New
WIM
296
Waycross Investment Management
Washington
$738K +$741K +5,214 New
PI
297
PGGM Investments
Netherlands
$727K -$237K -1,670 -25%
API
298
Advisor Partners II
California
$722K -$24.5K -172 -3%
Two Sigma Advisers
299
Two Sigma Advisers
New York
$721K +$327K +2,300 +82%
RT
300
Rockland Trust
Massachusetts
$719K -$7.82K -55 -1%

WHR Hedge Fund Activity: Q4 2022 in Review

617 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2022, worth a combined $7.03B — up 3.7% from $6.78B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of WHR and 81 opened new positions — a net loss of 3 holders — while 240 trimmed existing stakes and 198 added.

The largest buyer was Goldman Sachs, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $60.7M.

  • 617 institutional investors held Whirlpool (WHR) as of Q4 2022, down from 631 in Q3 2022.
  • Funds reported $7.03B of Whirlpool stock for Q4 2022, up 3.7% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q4 2022 and 84 closed out, a net change of -3 holders.
  • The largest Whirlpool buyer in Q4 2022 was Goldman Sachs, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2022 was Bank of New York Mellon, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2022.