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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
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$402K -$27.3K -247 -7%
FB
302
Fulton Bank
Pennsylvania
$399K +$17.8K +161 +5%
KWA
303
Kingswood Wealth Advisors
California
$393K +$379K +3,434 New
PCA
304
Pallas Capital Advisors
Massachusetts
$393K +$3.31K +30 +0.9%
CWA
305
Centennial Wealth Advisory
Michigan
$388K +$38.7K +351 +12%
FFA
306
Farther Finance Advisors
California
$383K -$181K -1,644 -33%
OC
307
Opinicus Capital
Florida
$380K +$33.2K +301 +10%
LIM
308
Loudon Investment Management
New Hampshire
$380K
JCM
309
Jacobi Capital Management
Pennsylvania
$379K -$441 -4 -0.1%
GC
310
GatePass Capital
Ohio
$378K +$364K +3,300 New
MOS
311
MGO One Seven
Ohio
$374K +$360K +3,266 New
William Blair Investment Management
312
William Blair Investment Management
Illinois
$370K +$331 +3 +0.1%
TRCT
313
Tower Research Capital (TRC)
New York
$367K +$162K +1,464 +84%
SCM
314
Sterling Capital Management
North Carolina
$362K +$126K +1,144 +57%
PCM
315
Penserra Capital Management
California
$356K -$59K -535 -15%
HNB
316
Huntington National Bank
Ohio
$355K -$2.76K -25 -0.8%
IA
317
IFG Advisory
Georgia
$354K +$342K +3,096 New
BFG
318
Beacon Financial Group
Texas
$352K -$13.2K -120 -4%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$349K +$52.1K +472 +18%
VWM
320
Vermillion Wealth Management
Minnesota
$347K +$335K +3,033 New
MSRPS
321
Maryland State Retirement & Pension System
Maryland
$347K
IFG
322
Independent Financial Group
California
$345K +$993 +9 +0.3%
DFG
323
Delta Financial Group
New Jersey
$343K +$331K +3,000 New
ILI
324
Invesco LLC (Illinois)
Illinois
$342K -$6.62K -60 -2%
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$339K -$22.9K -208 -7%

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.