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Whirlpool
WHR

Overview Fund Activity

556 hedge funds and large institutions have $5.86B invested in Whirlpool in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-24
Holders Change %
-4.14%
% of All Funds
8.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
85
Increased
220
Reduced
175
Closed
103
Calls
$258M
Puts
$268M
Net Calls
-$10.3M
Net Calls Change
-$109M

Top Buyers

1
BlackRock
1
BlackRock
New York
$745M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$122M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$153M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$177M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$63.2M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$34.8M
2
Invesco
2
Invesco
Georgia
$65.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$659M
4
State Street
4
State Street
Massachusetts
$193M
5
CB
5
Cooke & Bieler
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
326
Centiva Capital
New York
$396K +$396K +3,308 New
TPA
327
Trivium Point Advisory
Connecticut
$391K -$67.6K -565 -15%
William Blair Investment Management
328
William Blair Investment Management
Illinois
$390K +$59.7K +499 +18%
IWC
329
Integrated Wealth Concepts
Massachusetts
$389K +$132K +1,107 +52%
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$388K -$45.2K -378 -10%
BC
331
Bridgefront Capital
Texas
$387K +$387K +3,234 New
KLWA
332
Kelly Lawrence W & Associates
California
$386K – – –
CFGS
333
Concourse Financial Group Securities
Alabama
$384K +$40K +334 +12%
LTAS
334
Linden Thomas Advisory Services
North Carolina
$382K +$14.4K +120 +4%
CC
335
Corton Capital
Ontario, Canada
$378K -$281K -2,353 -43%
SF
336
Summit Financial
New Jersey
$376K -$7.06K -59 -2%
PTC
337
Petrus Trust Company
Texas
$371K -$249K -2,083 -40%
OC
338
Oppenheimer & Co
New York
$368K +$56.8K +475 +18%
AWM
339
Axxcess Wealth Management
California
$358K – – –
FCCM
340
First City Capital Management
Georgia
$354K -$31.7K -265 -8%
A
341
AlphaQuest
New York
$352K +$62.3K +521 +22%
LC
342
LCNB Corp
Ohio
$349K – – –
VCA
343
Verdence Capital Advisors
Maryland
$342K +$342K +2,860 New
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$341K +$195K +1,631 +134%
FB
345
Fulton Bank
Pennsylvania
$338K -$83.5K -698 -20%
LFA
346
Legacy Financial Advisors
Kentucky
$338K +$33.7K +282 +11%
JWCA
347
J.W. Cole Advisors
Florida
$337K -$41.7K -350 -11%
LIM
348
Longfellow Investment Management
Massachusetts
$337K +$2.39K +20 +0.7%
PPP
349
Private Portfolio Partners
New Jersey
$331K +$331K +2,766 New
SAM
350
Seelaus Asset Management
New Jersey
$316K -$2.99K -25 -0.9%
12 13
14
15 16