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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
BAM
351
Belpointe Asset Management
Nevada
$495K -$46.2K -325 -9%
ST
352
Spinnaker Trust
Maine
$494K
AWM
353
Avior Wealth Management
Nebraska
$488K
VVP
354
Venture Visionary Partners
Ohio
$487K -$524K -3,685 -52%
LIM
355
Loudon Investment Management
New Hampshire
$474K +$105K +737 +28%
PGIM
356
Pacific Global Investment Management
California
$468K -$30.6K -215 -6%
Rafferty Asset Management
357
Rafferty Asset Management
New York
$466K +$205K +1,441 +78%
BIAS
358
Beacon Investment Advisory Services
New Jersey
$465K -$120K -843 -20%
SF
359
Summit Financial
New Jersey
$460K -$15.8K -111 -3%
AAS
360
Avantax Advisory Services
Texas
$459K -$57.3K -403 -11%
MLICM
361
Metropolitan Life Insurance Company (MetLife)
New York
$446K -$13.4K -94 -3%
SC
362
Savant Capital
Illinois
$442K +$33K +232 +8%
MS
363
Maven Securities
Jersey
$437K +$89.7K +631 +26%
RIL
364
Rothschild Investment LLC
Illinois
$437K -$35.5K -250 -7%
OC
365
Oppenheimer & Co
New York
$435K +$18.6K +131 +4%
TCOV
366
Trust Company of Vermont
Vermont
$432K -$59.4K -418 -12%
I
367
InceptionR
California
$432K +$434K +3,055 New
CIC
368
Crawford Investment Counsel
Georgia
$409K
LC
369
LCNB Corp
Ohio
$408K +$70K +492 +21%
DCM
370
Donaldson Capital Management
Indiana
$404K +$17.9K +126 +5%
NB
371
Norinchukin Bank
Japan
$402K -$45.5K -320 -10%
VPIM
372
Vanguard Personalized Indexing Management
California
$400K -$291K -2,048 -42%
Luther King Capital Management (LKCM)
373
Luther King Capital Management (LKCM)
Texas
$396K
KeyBank National Association
374
KeyBank National Association
Ohio
$395K -$19.1K -134 -5%
I
375
INVST
Indiana
$387K -$183K -1,284 -34%

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.