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Whirlpool

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: 530543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
376
Obermeyer Wealth Partners
Colorado
$229K
FA
377
Freestate Advisors
Kansas
$228K
HCM
378
Hodges Capital Management
Texas
$228K +$220K +1,992 New
NA
379
NewEdge Advisors
Louisiana
$228K +$204K +1,847 +1,283%
CICI
380
Capital Investment Counsel Inc
North Carolina
$224K
CFSG
381
Community Financial Services Group
Vermont
$218K -$57.5K -521 -21%
LI
382
LVZ Inc
Michigan
$218K +$210K +1,900 New
SRL
383
Scientech Research LLC
New Jersey
$216K +$208K +1,889 New
CC
384
Corton Capital
Ontario, Canada
$214K +$206K +1,869 New
ONSWM
385
Old North State Wealth Management
North Carolina
$208K +$200K +1,810 New
RCM
386
Radnor Capital Management
Pennsylvania
$206K -$124K -1,125 -38%
CM
387
Crestline Management
Texas
$202K -$193K -1,749 -50%
BTC
388
Bank & Trust Company
Illinois
$201K -$20.4K -185 -10%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$201K -$3.75K -34 -2%
BAM
390
Brave Asset Management
New Jersey
$200K +$193K +1,750 New
HWM
391
HB Wealth Management
Georgia
$186K +$180K +1,627 New
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$178K +$150K +1,364 +710%
MA
393
Montag & Associates
Georgia
$145K
Nomura Asset Management
394
Nomura Asset Management
Japan
$143K
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$136K -$7.06K -64 -5%
S
396
SignatureFD
Georgia
$122K +$8.16K +74 +7%
VFM
397
Viking Fund Management
North Dakota
$114K
PTC
398
Private Trust Company
Ohio
$114K +$88.2K +799 +406%
CA
399
Continuum Advisory
Idaho
$112K +$2.54K +23 +2%
MIA
400
MeadowBrook Investment Advisors
Michigan
$111K -$125K -1,137 -54%

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.