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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
EAM
351
Everstar Asset Management
North Carolina
$252K +$237K +2,353 New
WSFS
352
Wilmington Savings Fund Society
Delaware
$252K +$236K +2,351 New
WIM
353
Westside Investment Management
California
$251K +$10.1K +100 +4%
NSAM
354
North Star Asset Management
Wisconsin
$250K
KLWA
355
Kelly Lawrence W & Associates
California
$249K -$90.5K -900 -28%
SC
356
Savant Capital
Illinois
$248K -$29.1K -290 -11%
IPWA
357
International Private Wealth Advisors
California
$248K -$7.84K -78 -3%
HCM
358
Howard Capital Management
Georgia
$242K +$227K +2,263 New
PWP
359
Principle Wealth Partners
Connecticut
$240K
CAM
360
CenterStar Asset Management
Illinois
$237K +$222K +2,204 New
SCM
361
Shelton Capital Management
Colorado
$235K
SPC
362
Sigma Planning Corp
Michigan
$232K +$13.1K +130 +6%
CIAS
363
Capital Investment Advisory Services
North Carolina
$231K +$217K +2,160 New
Walleye Capital
364
Walleye Capital
New York
$230K -$7.41M -73,694 -97%
RPCONE
365
Retirement Planning Company of New England
Rhode Island
$227K +$12.3K +122 +6%
AA
366
Advisory Alpha
Michigan
$226K +$8.54K +85 +4%
MIA
367
MeadowBrook Investment Advisors
Michigan
$225K -$49.6K -493 -19%
IWM
368
IHT Wealth Management
Illinois
$224K +$211K +2,097 New
FHA
369
First Horizon Advisors
Tennessee
$221K -$8.24K -82 -4%
FCCM
370
First City Capital Management
Georgia
$218K -$40.7K -405 -17%
CPW
371
Crestmont Private Wealth
Texas
$216K +$4.62K +46 +2%
SCM
372
Sterling Capital Management
North Carolina
$216K +$203K +2,017 New
AWM
373
Avior Wealth Management
Nebraska
$214K +$201K +2,000 New
OWP
374
Obermeyer Wealth Partners
Colorado
$214K +$201K +2,000 New
MLA
375
My Legacy Advisors
Oregon
$214K -$38.6K -384 -16%

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.