We are live on ! Find out more
WHR icon

Whirlpool
WHR

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: 5 → 6 (+1)

14% more capital invested

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

11% more funds holding

Funds holding: 642 → 711 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Boston Partners
Boston Partners
Massachusetts
+$56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M
4
Capital International Investors
Capital International Investors
California
+$44.4M
5
PAM
Panagora Asset Management
Massachusetts
+$30.5M

Top Sellers

1
N
Nuveen
North Carolina
-$126M
2
Wells Fargo
Wells Fargo
California
-$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$41.1M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
426
Verition Fund Management
Connecticut
$522K +$125K +569 +34%
William Blair Investment Management
427
William Blair Investment Management
Illinois
$518K +$105K +479 +28%
PAMG
428
Patton Albertson Miller Group
Tennessee
$508K – – –
PAG
429
Private Advisor Group
New Jersey
$495K -$231K -1,051 -33%
GT
430
Greenleaf Trust
Michigan
$491K +$6.81K +31 +2%
Assenagon Asset Management
431
Assenagon Asset Management
Luxembourg
$480K +$449K +2,046 New
ZF
432
Zhang Financial
Michigan
$470K +$440K +2,002 New
OIM
433
Opus Investment Management
Massachusetts
$469K – – –
SAM
434
Shell Asset Management
Netherlands
$464K +$140K +638 +48%
FB
435
Fulton Bank
Pennsylvania
$456K +$36.5K +166 +9%
JIC
436
Johnson Investment Counsel
Ohio
$453K – – –
QC
437
Quantedge Capital
Singapore
$446K -$988K -4,500 -70%
Wealthfront Advisers
438
Wealthfront Advisers
California
$445K +$34.3K +156 +9%
GIM
439
Groesbeck Investment Management
New Jersey
$442K +$187K +850 +82%
RFC
440
Regions Financial Corp
Alabama
$437K -$101K -462 -20%
RB
441
Rodgers Brothers
Pennsylvania
$436K – – –
DGAM
442
Desjardins Global Asset Management
Quebec, Canada
$426K +$399K +1,818 New
GHA
443
GW Henssler & Associates
Georgia
$423K +$396K +1,803 New
MYAM
444
Meiji Yasuda Asset Management
Japan
$417K +$8.79K +40 +2%
HCP
445
Hexagon Capital Partners
Arkansas
$413K +$257K +1,170 +199%
BAM
446
Brave Asset Management
New Jersey
$411K – – –
TAIM
447
TD Ameritrade Investment Management
Nebraska
$409K -$355K -1,616 -48%
VFA
448
Valeo Financial Advisors
Indiana
$408K -$540K -2,461 -59%
CS
449
Comerica Securities
Michigan
$408K +$381K +1,737 New
SW
450
SVB Wealth
Massachusetts
$407K -$1.73M -7,857 -82%
16 17
18
19 20

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.