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Whirlpool
WHR

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
711
Holders Change
+69
Holders Change %
+10.75%
% of All Funds
10.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
141
Increased
211
Reduced
260
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Boston Partners
Boston Partners
Massachusetts
+$56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M
4
Capital International Investors
Capital International Investors
California
+$44.4M
5
PAM
Panagora Asset Management
Massachusetts
+$30.5M

Top Sellers

1
N
Nuveen
North Carolina
-$126M
2
Wells Fargo
Wells Fargo
California
-$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$41.1M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DM
376
Diker Management
New York
$704K +$439K +2,000 +200%
PCM
377
Penserra Capital Management
California
$695K +$106K +483 +19%
OPPTF
378
OPSEU Pension Plan Trust Fund
Ontario, Canada
$694K -$227K -1,035 -26%
AWM
379
Avior Wealth Management
Nebraska
$692K – – –
Wolverine Trading
380
Wolverine Trading
Illinois
$691K -$218K -994 -25%
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$688K +$18.9K +86 +3%
CIC
382
Crawford Investment Counsel
Georgia
$687K -$18K -82 -3%
CI Investments Inc
383
CI Investments Inc
Ontario, Canada
$685K +$640K +2,915 +97,167%
DC
384
Davenport & Co
Virginia
$676K – – –
Cetera Investment Advisers
385
Cetera Investment Advisers
Illinois
$664K +$26.8K +122 +5%
Acadian Asset Management
386
Acadian Asset Management
Massachusetts
$660K -$121K -550 -16%
Luther King Capital Management (LKCM)
387
Luther King Capital Management (LKCM)
Texas
$657K -$155K -708 -20%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$642K -$25K -114 -4%
ACI
389
Alpha Cubed Investments
California
$642K – – –
PAS
390
Park Avenue Securities
New York
$632K +$82.6K +376 +16%
JG
391
Jefferies Group
New York
$630K +$589K +2,684 New
Thrivent Financial for Lutherans
392
Thrivent Financial for Lutherans
Minnesota
$626K -$19.5K -89 -3%
LIM
393
Loudon Investment Management
New Hampshire
$614K – – –
SSG
394
Summit Securities Group
New York
$612K +$61.9K +282 +12%
CIM
395
CIM Investment Management
Pennsylvania
$611K +$69.6K +317 +14%
PP
396
Paloma Partners
Connecticut
$610K +$571K +2,599 New
RIM
397
Regent Investment Management
Kentucky
$602K – – –
SF
398
Synovus Financial
Georgia
$602K +$78.8K +359 +16%
Neuberger Berman Group
399
Neuberger Berman Group
New York
$599K +$128K +581 +12%
DFA
400
Delta Financial Advisors
Louisiana
$588K +$17.6K +80 +3%
14 15
16
17 18

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.