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Whirlpool
WHR

Overview Fund Activity

523 hedge funds and large institutions have $4.77B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 194 increasing their positions, 173 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+13
Holders Change %
+2.55%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
79
Increased
194
Reduced
173
Closed
63
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M

Top Buyers

1
BlackRock
BlackRock
New York
$693M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$108M
3
Capital World Investors
Capital World Investors
California
$31.2M
4
Charles Schwab
Charles Schwab
California
$216M
5
Newport Trust Company
Newport Trust Company
District of Columbia
$168M

Top Sellers

1
F
FIFTHDELTA
United Kingdom
$0
2
Invesco
Invesco
Georgia
$22.6M
3
Millennium Management
Millennium Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$123M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLWA
351
Kelly Lawrence W & Associates
California
$249K -$96.3K -900 -28%
SC
352
Savant Capital
Illinois
$248K -$31K -290 -11%
IPWA
353
International Private Wealth Advisors
California
$248K -$8.35K -78 -3%
HCM
354
Howard Capital Management
Georgia
$242K +$242K +2,263 New
PWP
355
Principle Wealth Partners
Connecticut
$240K – – –
CAM
356
CenterStar Asset Management
Illinois
$237K +$237K +2,204 New
SCM
357
Shelton Capital Management
Colorado
$235K – – –
SPC
358
Sigma Planning Corp
Michigan
$232K +$13.9K +130 +6%
CIAS
359
Capital Investment Advisory Services
North Carolina
$231K +$231K +2,160 New
Walleye Capital
360
Walleye Capital
New York
$230K -$7.89M -73,694 -97%
RPCONE
361
Retirement Planning Company of New England
Rhode Island
$227K +$13.1K +122 +6%
AA
362
Advisory Alpha
Michigan
$226K +$9.1K +85 +4%
MIA
363
MeadowBrook Investment Advisors
Michigan
$225K -$52.8K -493 -19%
IWM
364
IHT Wealth Management
Illinois
$224K +$224K +2,097 New
FHA
365
First Horizon Advisors
Tennessee
$221K -$8.77K -82 -4%
FCCM
366
First City Capital Management
Georgia
$218K -$43.3K -405 -17%
CPW
367
Crestmont Private Wealth
Texas
$216K +$4.92K +46 +2%
SCM
368
Sterling Capital Management
North Carolina
$216K +$216K +2,017 New
OWP
369
Obermeyer Wealth Partners
Colorado
$214K +$214K +2,000 New
AWM
370
Avior Wealth Management
Nebraska
$214K +$214K +2,000 New
MLA
371
My Legacy Advisors
Oregon
$214K -$41.1K -384 -16%
FA
372
Freestate Advisors
Kansas
$213K +$213K +1,993 New
CICI
373
Capital Investment Counsel Inc
North Carolina
$210K – – –
FAIM
374
Financial Advocates Investment Management
Washington
$209K +$209K +1,952 New
NC
375
Napatree Capital
Rhode Island
$208K -$14.3K -134 -6%
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