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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
QIM
451
Quantitative Investment Management
Virginia
$208K -$195K -1,374 -48%
FMWA
452
Forvis Mazars Wealth Advisors
Missouri
$206K -$10.2K -72 -5%
VCM
453
Vigilant Capital Management
Maine
$205K -$28.4K -200 -12%
JCM
454
Jacobi Capital Management
Pennsylvania
$204K +$205K +1,440 New
AG
455
AIA Group
Hong Kong
$202K +$32.3K +227 +19%
RIM
456
RW Investment Management
Idaho
$201K +$202K +1,423 New
Capstone Investment Advisors
457
Capstone Investment Advisors
New York
$198K -$1.39M -9,778 -87%
Dimensional Fund Advisors
458
Dimensional Fund Advisors
Texas
$192K -$3.74M -26,281 -2%
TRCT
459
Tower Research Capital (TRC)
New York
$187K -$438K -3,080 -70%
SAM
460
Shell Asset Management
Netherlands
$173K -$77.6K -546 -31%
GTAM
461
Global Trust Asset Management
Florida
$162K -$202K -1,418 -55%
UB
462
UMB Bank
Missouri
$161K -$7.96K -56 -5%
HT
463
Headlands Technologies
Illinois
$159K +$160K +1,125 New
CTC
464
Central Trust Company
Missouri
$153K -$61.9K -435 -29%
TFGT
465
TS Financial Group (TSFG)
Illinois
$149K +$1.56K +11 +1%
SG Americas Securities
466
SG Americas Securities
New York
$144K -$78.6K -553 -35%
O
467
Ossiam
France
$139K
Rockefeller Capital Management
468
Rockefeller Capital Management
New York
$136K -$26.7K -188 -16%
CT
469
Clearstead Trust
Maine
$127K
AssetMark Inc
470
AssetMark Inc
California
$126K +$2.56K +18 +2%
CS
471
Comerica Securities
Michigan
$123K +$124K +869 New
CA
472
Clearstead Advisors
Ohio
$122K -$427 -3 -0.3%
NSB
473
Norway Savings Bank
Maine
$120K
DCM
474
Dupont Capital Management
Delaware
$114K +$48.5K +341 +73%
Bessemer Group
475
Bessemer Group
New Jersey
$111K -$12.7K -89 -10%

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.