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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
CAM
301
Cresset Asset Management
Illinois
$1.29M +$1.21M +5,512 New
GTCM
302
Gyon Technologies Capital Management
New Jersey
$1.29M +$1.21M +5,516 New
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$1.28M -$1.05M -4,803 -47%
CBB
304
Citizens Business Bank
California
$1.24M – – –
Simplex Trading
305
Simplex Trading
Illinois
$1.21M +$1.14M +5,169 New
RT
306
Rockland Trust
Massachusetts
$1.21M -$5.27K -24 -0.5%
NB
307
Norinchukin Bank
Japan
$1.2M -$42.2K -192 -4%
FAF
308
Första AP-fonden
Sweden
$1.2M -$835K -3,800 -43%
EWM
309
Empirical Wealth Management
Washington
$1.19M -$448K -2,041 -29%
RCAG
310
Rehmann Capital Advisory Group
Michigan
$1.17M +$113K +516 +12%
EC
311
Estate Counselors
Wisconsin
$1.16M +$26.4K +120 +2%
OQS
312
Occudo Quantitative Strategies
Florida
$1.16M +$398K +1,814 +58%
SAM
313
Securian Asset Management
Minnesota
$1.16M -$43.9K -200 -4%
SP
314
Symmetry Partners
Connecticut
$1.15M -$208K -949 -16%
Two Sigma Investments
315
Two Sigma Investments
New York
$1.15M +$1.08M +4,915 New
HNB
316
Huntington National Bank
Ohio
$1.15M -$32.7K -149 -3%
DBIA
317
Dumont & Blake Investment Advisors
New Jersey
$1.14M -$11.4K -52 -1%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M – – –
BS
319
Banco Santander
Spain
$1.11M – – –
GC
320
Globeflex Capital
California
$1.11M -$354K -1,611 -25%
PWS
321
Precision Wealth Strategies
Missouri
$1.1M +$152K +693 +17%
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$1.09M – – –
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$1.06M +$3.51K +16 +0.4%
SPC
324
Sigma Planning Corp
Michigan
$1.05M -$48.1K -219 -5%
BRWA
325
B. Riley Wealth Advisors
Florida
$1.05M +$982K +4,472 New
11 12
13
14 15

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.