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Whirlpool

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: 56 (+1)

14% more capital invested

Capital invested by funds: $11.7B → $13.4B (+$1.68B)

11% more funds holding

Funds holding: 642711 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
Wedge Capital Management
North Carolina
$582K -$28.1M -128,142 -98%
JCIA
402
Jackson Creek Investment Advisors
Colorado
$581K -$12.1K -55 -2%
MC
403
Moors & Cabot
Massachusetts
$580K -$38.4K -175 -7%
ST
404
Somerset Trust
Pennsylvania
$574K -$1.32K -6 -0.2%
BG
405
Bollard Group
Massachusetts
$571K +$3.08K +14 +0.6%
CCG
406
Cypress Capital Group
Florida
$569K -$138K -629 -21%
RCM
407
Radnor Capital Management
Pennsylvania
$569K +$533K +2,425 New
NFG
408
Next Financial Group
Texas
$567K -$2.85K -13 -0.5%
B
409
Bailard
California
$566K -$42.6K -194 -7%
CIBC Private Wealth Group
410
CIBC Private Wealth Group
Georgia
$558K +$8.56K +39 +2%
MFS
411
Mirabella Financial Services
United Kingdom
$557K +$521K +2,371 New
YIH
412
Y-Intercept (HK)
Hong Kong
$557K +$521K +2,373 New
BRWM
413
B. Riley Wealth Management
Tennessee
$556K -$103K -470 -17%
PCS
414
Personal CFO Solutions
New Jersey
$552K -$58.6K -267 -10%
BC
415
Bridgefront Capital
Texas
$551K +$516K +2,349 New
CBA
416
Coastal Bridge Advisors
Connecticut
$547K +$287K +1,308 +99%
VI
417
Versor Investments
New York
$540K -$299K -1,363 -37%
BWAM
418
Boyd Watterson Asset Management
Ohio
$540K
MWAM
419
Manhattan West Asset Management
California
$532K +$497K +2,265 New
AIM
420
Aigen Investment Management
New York
$531K +$501K +2,280 New
QT
421
Quantamental Technologies
New York
$527K +$659 +3 +0.1%
ACA
422
Atlas Capital Advisors
Wyoming
$526K -$148K -675 -23%
BMSSC
423
B. Metzler seel. Sohn & Co
Germany
$525K -$112K -508 -18%
QCM
424
Quantinno Capital Management
New York
$524K +$490K +2,231 New
IC
425
Intersect Capital
California
$522K +$85K +387 +21%

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.