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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
VCA
376
Verdence Capital Advisors
Maryland
$386K -$161K -1,130 -29%
BRWA
377
B. Riley Wealth Advisors
Florida
$385K -$79.8K -561 -17%
WS
378
Wedbush Securities
California
$378K +$166K +1,170 +78%
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$374K -$28.4K -200 -7%
Impax Asset Management Group
380
Impax Asset Management Group
United Kingdom
$373K +$375K +2,635 New
DFA
381
Delta Financial Advisors
Louisiana
$367K +$1.85K +13 +0.5%
LTAS
382
Linden Thomas Advisory Services
North Carolina
$364K +$366K +2,572 New
PI
383
PineBridge Investments
New York
$362K +$95.7K +673 +36%
AWS
384
Atria Wealth Solutions
New York
$362K -$995 -7 -0.3%
BG
385
Bollard Group
Massachusetts
$360K +$4.12K +29 +1%
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
$348K -$156K -1,095 -31%
Thrivent Financial for Lutherans
387
Thrivent Financial for Lutherans
Minnesota
$344K +$569 +4 +0.2%
SEC
388
Seven Eight Capital
New York
$340K +$52.9K +372 +18%
LAM
389
Lingohr Asset Management
Germany
$340K
V
390
Veritable
Delaware
$338K -$328K -2,308 -49%
BNP Paribas Asset Management
391
BNP Paribas Asset Management
France
$333K +$120K +844 +56%
FB
392
Fulton Bank
Pennsylvania
$332K -$8.53K -60 -2%
AWM
393
AE Wealth Management
Kansas
$332K +$23.7K +167 +8%
MC
394
Moors & Cabot
Massachusetts
$329K
ST
395
Somerset Trust
Pennsylvania
$324K -$1.28K -9 -0.4%
SAM
396
Sandbar Asset Management
United Kingdom
$319K +$320K +2,252 New
RP
397
Rowlandmiller & Partners
Georgia
$318K
CS
398
Cannell & Spears
New York
$315K
IFG
399
Independent Financial Group
California
$313K +$28.4K +200 +10%
RIM
400
Regent Investment Management
Kentucky
$313K

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.