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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
HWAM
451
Hennion & Walsh Asset Management
New Jersey
$406K -$217K -986 -36%
Squarepoint
452
Squarepoint
New York
$405K -$3.02M -13,757 -89%
LSA
453
Leonteq Securities AG
Switzerland
$405K -$281K -1,278 -43%
AA
454
ALPS Advisors
Colorado
$402K +$7.47K +34 +2%
BIAS
455
Beacon Investment Advisory Services
New Jersey
$394K +$10.8K +49 +3%
VCA
456
Verdence Capital Advisors
Maryland
$394K +$117K +531 +46%
WTB
457
Washington Trust Bank
Washington
$393K +$106K +483 +41%
MAM
458
MMA Asset Management
Pennsylvania
$387K +$19.5K +89 +6%
VCM
459
Vigilant Capital Management
Maine
$387K +$362K +1,650 New
IWC
460
Integrated Wealth Concepts
Massachusetts
$384K +$68.3K +311 +23%
FC
461
FORA Capital
Florida
$383K +$359K +1,634 New
BB
462
Busey Bank
Illinois
$376K -$20.9K -95 -6%
KRSITF
463
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$373K -$14.9K -68 -4%
ECM
464
Everence Capital Management
Indiana
$368K -$424K -1,930 -55%
VAFP
465
Vahanian & Associates Financial Planning
New York
$368K +$345K +1,570 New
OC
466
Oppenheimer & Co
New York
$365K -$26.1K -119 -7%
TCOO
467
Trust Company of Oklahoma
Oklahoma
$361K -$15.4K -70 -4%
EW
468
Evoke Wealth
California
$361K – – –
1832 Asset Management
469
1832 Asset Management
Ontario, Canada
$358K -$128K -583 -28%
BWM
470
BerganKDV Wealth Management
Minnesota
$358K – – –
RIM
471
Redpoint Investment Management
Australia
$356K – – –
TI
472
Tidal Investments
Wisconsin
$356K +$333K +1,516 New
SFM
473
Signet Financial Management
New Jersey
$354K +$331K +1,509 New
TMAM
474
Tokio Marine Asset Management
Japan
$349K +$327K +1,487 New
MWM
475
Modera Wealth Management
New Jersey
$348K +$326K +1,485 New
17 18
19
20 21

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.