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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
CRC
276
Curi RMB Capital
Illinois
$492K -$45K -408 -9%
PA
277
PSI Advisors
Florida
$487K +$470K +4,258 New
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$485K +$77.7K +704 +20%
SAM
279
Securian Asset Management
Minnesota
$476K -$11K -100 -2%
CIM
280
CIM Investment Management
Pennsylvania
$464K +$1.99K +18 +0.4%
LTAS
281
Linden Thomas Advisory Services
North Carolina
$462K -$20.1K -182 -4%
SF
282
Synovus Financial
Georgia
$459K -$221K -2,006 -33%
CIBC World Market
283
CIBC World Market
Ontario, Canada
$458K -$8.61K -78 -2%
LC
284
LCNB Corp
Ohio
$457K
Prudential Financial
285
Prudential Financial
New Jersey
$453K -$157K -1,420 -26%
WCM Investment Management
286
WCM Investment Management
California
$452K +$438K +3,972 New
JFG
287
Jefferies Financial Group
New York
$436K +$420K +3,810 New
KRSITF
288
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$436K +$307K +2,780 New
BRWA
289
B. Riley Wealth Advisors
Florida
$433K -$4.74K -43 -1%
SF
290
Summit Financial
New Jersey
$431K +$16.6K +150 +4%
PWA
291
Provenance Wealth Advisors
Florida
$423K
CFGS
292
Concourse Financial Group Securities
Alabama
$419K +$13.6K +123 +4%
AWM
293
Angeles Wealth Management
California
$414K +$399K +3,620 New
EH
294
Equitable Holdings
New York
$409K -$7.5K -68 -2%
VCA
295
Verdence Capital Advisors
Maryland
$408K
FRM
296
Fox Run Management
Connecticut
$408K +$393K +3,562 New
CHAM
297
Clear Harbor Asset Management
Connecticut
$407K
EI
298
Ethic Inc
New York
$405K -$293K -2,657 -43%
HPC
299
HM Payson & Co
Maine
$403K +$11K +100 +3%
KeyBank National Association
300
KeyBank National Association
Ohio
$403K -$94.7K -858 -20%

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.