Whirlpool
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$56M |
| 3 |
Bank of New York Mellon
New York
|
+$53M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$44.4M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$126M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$42.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$41.1M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$35.3M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$32.1M |
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.