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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
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$311K
LFA
402
Legacy Financial Advisors
Kentucky
$306K +$308K +2,165 New
ACM
403
Acrisure Capital Management
Texas
$302K +$304K +2,136 New
WG
404
Welch Group
Alabama
$297K
RPCONE
405
Retirement Planning Company of New England
Rhode Island
$296K -$3.41K -24 -1%
FC
406
FORA Capital
Florida
$296K +$297K +2,091 New
PG
407
Pendal Group
Australia
$294K +$295K +2,077 New
ZF
408
Zhang Financial
Michigan
$283K -$284 -2 -0.1%
Mackenzie Financial
409
Mackenzie Financial
Ontario, Canada
$283K -$130K -917 -31%
JFGIW
410
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K -$77.2K -543 -21%
GP
411
Girard Partners
Pennsylvania
$278K -$108K -761 -28%
KRSITF
412
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$276K
DIM
413
Delta Investment Management
California
$275K +$33.1K +233 +14%
WEG
414
World Equity Group
Illinois
$274K -$78.2K -550 -22%
MHS
415
M Holdings Securities
Oregon
$273K +$1.42K +10 +0.5%
FMLI
416
Fukoku Mutual Life Insurance
Japan
$272K +$273K +1,920 New
ACA
417
Atlas Capital Advisors
Wyoming
$271K -$52K -366 -16%
RFC
418
Regions Financial Corp
Alabama
$268K +$427 +3 +0.2%
EI
419
Ethic Inc
New York
$267K +$2.13K +15 +0.8%
RB
420
Rodgers Brothers
Pennsylvania
$263K
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K
SI
422
Stephens Inc
Arkansas
$260K -$6.68K -47 -2%
IA
423
IFP Advisors
Florida
$260K -$25.2K -177 -9%
GHA
424
GW Henssler & Associates
Georgia
$258K -$12.1K -85 -4%
MNBTD
425
Moody National Bank Trust Division
Texas
$254K -$20.5K -144 -7%

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.