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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
GT
426
Greenleaf Trust
Michigan
$254K -$9.1K -64 -3%
ONB
427
Old National Bancorp
Indiana
$250K -$76.1K -535 -23%
CA
428
Cetera Advisors
Colorado
$250K +$17.9K +126 +8%
BAM
429
Brave Asset Management
New Jersey
$248K
PCM
430
Penserra Capital Management
California
$247K -$1.85K -13 -0.7%
GT
431
Glenmede Trust
Pennsylvania
$245K -$12.7K -89 -5%
NSAM
432
North Star Asset Management
Wisconsin
$242K +$9.53K +67 +4%
NMIMC
433
Northwestern Mutual Investment Management Company
Wisconsin
$241K -$45.2K -318 -16%
VI
434
Versor Investments
New York
$234K +$7.68K +54 +3%
CGL
435
Clarius Group LLC
Washington
$233K +$234K +1,649 New
PI
436
Putnam Investments
Massachusetts
$231K +$17.5K +123 +8%
EGM
437
Engineers Gate Manager
New York
$230K +$232K +1,629 New
EH
438
Equitable Holdings
New York
$230K +$231K +1,624 New
Federated Hermes
439
Federated Hermes
Pennsylvania
$225K +$194K +1,362 +603%
MCM
440
MAI Capital Management
Ohio
$223K +$224K +1,575 New
Neuberger Berman Group
441
Neuberger Berman Group
New York
$223K -$153K -1,074 -41%
BFEC
442
Benjamin F. Edwards & Company
Missouri
$221K -$454K -3,194 -67%
ESCM
443
Echo Street Capital Management
New York
$219K +$220K +1,549 New
William Blair Investment Management
444
William Blair Investment Management
Illinois
$217K +$569 +4 +0.3%
DGAM
445
Desjardins Global Asset Management
Quebec, Canada
$216K +$23.5K +165 +12%
BWM
446
BerganKDV Wealth Management
Minnesota
$216K
SA
447
Strategic Advisors
New York
$212K
WA
448
Waverly Advisors
Alabama
$212K
SLAM
449
Swiss Life Asset Management
$211K +$212K +1,490 New
EF
450
Empirical Finance
Pennsylvania
$209K +$210K +1,478 New

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.