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Whirlpool

530 hedge funds and large institutions have $4.82B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 62

3% more funds holding

Funds holding: 515530 (+15)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

1% more capital invested

Capital invested by funds: $4.75B → $4.82B (+$62.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.12% less ownership

Funds ownership: 85.12%81.99% (-3.1%)

21% less call options, than puts

Call options by funds: $237M | Put options by funds: $301M

Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
7.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
80
Increased
195
Reduced
178
Closed
62
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
326
Concourse Financial Group Securities
Alabama
$326K -$32K -318 -9%
CWA
327
Centennial Wealth Advisory
Michigan
$325K +$40.1K +399 +15%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$324K -$121K -1,201 -28%
OC
329
Opinicus Capital
Florida
$323K -$142K -1,410 -32%
IFG
330
Independent Financial Group
California
$321K -$15.1K -150 -5%
OQS
331
Occudo Quantitative Strategies
Florida
$319K -$140K -1,395 -32%
BC
332
Bridgefront Capital
Texas
$316K -$140K -1,391 -32%
RCM
333
Radnor Capital Management
Pennsylvania
$313K +$294K +2,925 New
URS
334
Utah Retirement Systems
Utah
$310K -$593K -5,898 -67%
Brown Advisory
335
Brown Advisory
Maryland
$310K +$291K +2,900 New
FFN
336
Focus Financial Network
Minnesota
$310K +$291K +2,897 New
IAN
337
Integrated Advisors Network
Texas
$309K +$290K +2,886 New
American Century Companies
338
American Century Companies
Missouri
$307K -$1.28M -12,691 -82%
CAG
339
Csenge Advisory Group
Florida
$281K -$8.14K -81 -3%
SAM
340
Seelaus Asset Management
New Jersey
$278K +$2.01K +20 +0.8%
ST
341
Spinnaker Trust
Maine
$278K
EF
342
Empowered Funds
Pennsylvania
$277K -$223K -2,215 -46%
ORG
343
Optimist Retirement Group
Washington
$273K
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$268K -$69.2K -688 -21%
BI
345
Bramshill Investments
Florida
$268K +$251K +2,500 New
RP
346
Rowlandmiller & Partners
Georgia
$266K
GT
347
Greenleaf Trust
Michigan
$262K +$35.8K +356 +17%
IAA
348
Independent Advisor Alliance
North Carolina
$261K -$302 -3 -0.1%
CFSG
349
Community Financial Services Group
Vermont
$260K -$16.1K -160 -6%
PCG
350
Prosperity Consulting Group
Maryland
$256K +$241K +2,396 New

WHR Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2024, worth a combined $4.82B — up 1.3% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WHR positions and 62 closed out — a net gain of 18 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was BlackRock, adding an estimated $34.6M. The largest seller was FIFTHDELTA, exiting entirely with an estimated $43.6M sold.

  • 530 institutional investors held Whirlpool (WHR) as of Q3 2024, up from 515 in Q2 2024.
  • Funds reported $4.82B of Whirlpool stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 80 funds opened new Whirlpool positions in Q3 2024 and 62 closed out, a net change of +18 holders.
  • The largest Whirlpool buyer in Q3 2024 was BlackRock, an estimated $34.6M added.
  • The largest Whirlpool seller in Q3 2024 was FIFTHDELTA, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2024.