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Whirlpool
WHR

Overview Fund Activity

523 hedge funds and large institutions have $4.77B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 194 increasing their positions, 173 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+13
Holders Change %
+2.55%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
79
Increased
194
Reduced
173
Closed
63
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M

Top Buyers

1
BlackRock
BlackRock
New York
$693M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$108M
3
Capital World Investors
Capital World Investors
California
$31.2M
4
Charles Schwab
Charles Schwab
California
$216M
5
Newport Trust Company
Newport Trust Company
District of Columbia
$168M

Top Sellers

1
F
FIFTHDELTA
United Kingdom
$0
2
Invesco
Invesco
Georgia
$22.6M
3
Millennium Management
Millennium Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$123M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
426
Altshuler Shaham
Israel
$27.8K -$5.46K -51 -16%
SWM
427
Sugarloaf Wealth Management
Georgia
$26.4K -$87K -813 -77%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$24.4K +$16.2K +150 +197%
KA
429
Kozak & Associates
Colorado
$24.2K +$420 +4 +2%
CPA
430
Capital Performance Advisors
California
$23.2K +$23.2K +217 New
VWM
431
Venturi Wealth Management
Texas
$22.1K +$22.1K +207 New
UB
432
UMB Bank
Missouri
$21.8K -$24K -224 -52%
PTC
433
Private Trust Company
Ohio
$21.1K -$41.1K -384 -66%
CI Investments Inc
434
CI Investments Inc
Ontario, Canada
$21K +$10.2K +93 +94%
PMAM
435
Picton Mahoney Asset Management
Ontario, Canada
$21K +$21K +190 New
CT
436
Colonial Trust
South Carolina
$20.4K – – –
UCB
437
United Community Bank
South Carolina
$19.3K +$2.68K +25 +16%
EB
438
Eastern Bank
Massachusetts
$18.7K +$18.7K +175 New
NRG
439
Nemes Rush Group
Michigan
$18.3K -$1.2K -10 -6%
MCM
440
Manchester Capital Management
Vermont
$18K +$2.89K +27 +19%
BCWM
441
Bartlett & Co Wealth Management
Ohio
$17.7K -$13.9K -130 -44%
WWP
442
WR Wealth Planners
Missouri
$17K +$963 +9 +6%
WB
443
Webster Bank
Connecticut
$16.6K – – –
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.1K – – –
TFGT
445
TS Financial Group (TSFG)
Illinois
$16K – – –
TWC
446
TD Waterhouse Canada
Ontario, Canada
$15.9K +$879 +8 +6%
NA
447
NewEdge Advisors
Louisiana
$15.4K +$3.65K +34 +31%
CA
448
CoreCap Advisors
Michigan
$15.3K +$15.3K +143 New
PWMG
449
Prestige Wealth Management Group
New Jersey
$14.3K +$12.8K +120 +857%
BWL
450
Bogart Wealth LLC
Virginia
$14.1K +$9.84K +92 +230%
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