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Whirlpool
WHR

543 hedge funds and large institutions have $5.36B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99% → 84.81% (+2.8%)

2% more funds holding

Funds holding: 530 → 543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.6M
3
Norges Bank
Norges Bank
Norway
+$44.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$26.6M
2
Bank of America
Bank of America
North Carolina
-$19.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$19.4M
4
Morgan Stanley
Morgan Stanley
New York
-$19.1M
5
Primecap Management
Primecap Management
California
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
351
Crossmark Global Holdings
Texas
$272K -$133K -1,206 -34%
WSFS
352
Wilmington Savings Fund Society
Delaware
$269K – – –
WIM
353
Westside Investment Management
California
$268K – – –
KWM
354
Kingsview Wealth Management
Oregon
$267K +$258K +2,335 New
KLWA
355
Kelly Lawrence W & Associates
California
$267K – – –
RP
356
Rowlandmiller & Partners
Georgia
$264K -$19.9K -180 -7%
EAM
357
Everstar Asset Management
North Carolina
$260K -$8.94K -81 -3%
PWP
358
Principle Wealth Partners
Connecticut
$260K +$2.76K +25 +1%
MLA
359
My Legacy Advisors
Oregon
$260K +$221 +2 +0.1%
MAS
360
Meeder Advisory Services
Ohio
$258K +$249K +2,256 New
FCCM
361
First City Capital Management
Georgia
$256K +$22.1K +200 +10%
AA
362
Advisory Alpha
Michigan
$254K +$11.3K +102 +5%
RPCONE
363
Retirement Planning Company of New England
Rhode Island
$252K +$8.72K +79 +4%
SPC
364
Sigma Planning Corp
Michigan
$248K -$331 -3 -0.1%
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$247K -$1.81M -16,432 -88%
JF
366
Jump Financial
Illinois
$244K +$235K +2,131 New
ECM
367
Everence Capital Management
Indiana
$239K +$231K +2,090 New
SCM
368
Shelton Capital Management
Colorado
$237K -$13.9K -126 -6%
IWA
369
IVC Wealth Advisors
Pennsylvania
$236K +$228K +2,062 New
Focus Partners Wealth
370
Focus Partners Wealth
Massachusetts
$235K +$227K +2,054 New
CPW
371
Crestmont Private Wealth
Texas
$232K +$662 +6 +0.3%
FAIM
372
Financial Advocates Investment Management
Washington
$232K +$8.05K +73 +4%
DAS
373
Diversify Advisory Services
Utah
$231K +$216K +1,958 New
AFG
374
Atomi Financial Group
New York
$229K +$221K +2,000 New
AWM
375
Avior Wealth Management
Nebraska
$229K – – –
13 14
15
16 17

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 holders.
  • The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2024.