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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
BCV
301
Banque Cantonale Vaudoise
Switzerland
$714K -$569K -4,000 -44%
GI
302
GAMCO Investors
Connecticut
$707K +$142K +1,000 +25%
BL
303
Balentine LLC
Georgia
$690K +$694K +4,879 New
BS
304
Banco Santander
Spain
$690K
CGH
305
Crossmark Global Holdings
Texas
$684K +$3.84K +27 +0.6%
BCIM
306
British Columbia Investment Management
British Columbia, Canada
$683K -$102K -718 -13%
IUHSA
307
Itau Unibanco Holding S.A.
Brazil
$678K +$10.7K +75 +2%
IMRF
308
Illinois Municipal Retirement Fund
Illinois
$677K
OAM
309
Oppenheimer Asset Management
New York
$675K -$37.8K -266 -5%
SPA
310
Sherbrooke Park Advisers
New York
$651K +$654K +4,600 New
FCCM
311
First City Capital Management
Georgia
$649K +$15.6K +110 +2%
TSS
312
Two Sigma Securities
New York
$644K -$925K -6,507 -59%
HPC
313
HM Payson & Co
Maine
$643K
PCS
314
Personal CFO Solutions
New Jersey
$631K +$285K +2,004 +81%
SPIA
315
Steward Partners Investment Advisory
New York
$629K -$177K -1,244 -22%
TA
316
TCM Advisors
West Virginia
$622K
SAM
317
Securian Asset Management
Minnesota
$620K
APWA
318
Atlas Private Wealth Advisors
New Jersey
$617K -$3.41K -24 -0.5%
Janney Montgomery Scott
319
Janney Montgomery Scott
Pennsylvania
$613K -$144K -1,015 -19%
CS
320
Candriam SCA
Luxembourg
$610K -$42.9K -302 -7%
KRS
321
Kentucky Retirement Systems
Kentucky
$606K +$2.7K +19 +0.4%
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$599K +$602K +4,232 New
Creative Planning
323
Creative Planning
Kansas
$594K -$3.84K -27 -0.6%
AC
324
Allstate Corporation
Illinois
$592K
AIM
325
Allstate Investment Management
Illinois
$592K +$595K +4,183 New

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.