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Whirlpool

530 hedge funds and large institutions have $4.82B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 62

3% more funds holding

Funds holding: 515530 (+15)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

1% more capital invested

Capital invested by funds: $4.75B → $4.82B (+$62.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.12% less ownership

Funds ownership: 85.12%81.99% (-3.1%)

21% less call options, than puts

Call options by funds: $237M | Put options by funds: $301M

Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
7.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
80
Increased
195
Reduced
178
Closed
62
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$87.9K +$12.6K +125 +18%
A
402
AlphaQuest
New York
$83.8K +$78.6K +782 +78,200%
CA
403
Clearstead Advisors
Ohio
$80.3K
SCM
404
Silvant Capital Management
Georgia
$79.2K
GRP
405
Global Retirement Partners
California
$74.5K +$37.7K +375 +117%
GWM
406
Geneos Wealth Management
Colorado
$69.5K +$29.5K +293 +82%
SNB
407
Security National Bank
Nebraska
$69K
PS
408
Principal Securities
Iowa
$67.8K -$4.83K -48 -7%
FCA
409
FinTrust Capital Advisors
South Carolina
$65.2K +$61.2K +609 New
DB
410
Danske Bank
Denmark
$64.2K +$60.3K +600 New
HDIM
411
Hanson & Doremus Investment Management
Vermont
$64K -$40.2K -400 -40%
AF
412
Allworth Financial
California
$60.5K -$32.4K -322 -36%
RFS
413
Richardson Financial Services
Massachusetts
$58.8K
Bank Julius Baer & Co
414
Bank Julius Baer & Co
Switzerland
$55.9K +$44.3K +441 New
BTI
415
Blue Trust Inc
Georgia
$50.3K +$20.2K +201 +69%
CTC
416
Central Trust Company
Missouri
$50.1K -$3.72K -37 -7%
NSIM
417
North Star Investment Management
Illinois
$47.4K +$201 +2 +0.5%
RA
418
Ransom Advisory
Rhode Island
$45.5K -$10.1K -100 -19%
QL
419
Quarry LP
New York
$45.2K -$12.8K -127 -23%
GWP
420
Gen-Wealth Partners
Michigan
$45.1K
HI
421
Harbour Investments
Wisconsin
$44.5K +$5.13K +51 +14%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$43.5K -$1.51K -15 -4%
TF
423
Tompkins Financial
New York
$41K
SIC
424
Salem Investment Counselors
North Carolina
$40.1K
SPIA
425
Steward Partners Investment Advisory
New York
$39.9K +$12K +119 +47%

WHR Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2024, worth a combined $4.82B — up 1.3% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WHR positions and 62 closed out — a net gain of 18 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was BlackRock, adding an estimated $34.6M. The largest seller was FIFTHDELTA, exiting entirely with an estimated $43.6M sold.

  • 530 institutional investors held Whirlpool (WHR) as of Q3 2024, up from 515 in Q2 2024.
  • Funds reported $4.82B of Whirlpool stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 80 funds opened new Whirlpool positions in Q3 2024 and 62 closed out, a net change of +18 holders.
  • The largest Whirlpool buyer in Q3 2024 was BlackRock, an estimated $34.6M added.
  • The largest Whirlpool seller in Q3 2024 was FIFTHDELTA, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2024.