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Whirlpool
WHR

Overview Fund Activity

556 hedge funds and large institutions have $5.86B invested in Whirlpool in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-24
Holders Change %
-4.14%
% of All Funds
8.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
85
Increased
220
Reduced
175
Closed
103
Calls
$258M
Puts
$268M
Net Calls
-$10.3M
Net Calls Change
-$109M

Top Buyers

1
BlackRock
BlackRock
New York
$745M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$122M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$153M
4
Marshall Wace
Marshall Wace
United Kingdom
$177M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$63.2M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$34.8M
2
Invesco
Invesco
Georgia
$65.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$659M
4
State Street
State Street
Massachusetts
$193M
5
CB
Cooke & Bieler
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
451
Sugarloaf Wealth Management
Georgia
$33.1K +$359 +3 +1%
ST
452
Smithfield Trust
Pennsylvania
$33K – – –
BTI
453
Blue Trust Inc
Georgia
$30.4K -$15.1K -126 -33%
BC
454
Barrett & Company
Rhode Island
$29.9K – – –
UB
455
UMB Bank
Missouri
$28.4K -$96.9K -810 -77%
CT
456
Cambridge Trust
Massachusetts
$26.9K +$5.98K +50 +29%
GWM
457
Geneos Wealth Management
Colorado
$26.3K -$5.26K -44 -17%
CT
458
Colonial Trust
South Carolina
$25.4K +$6.46K +54 +34%
NCTC
459
New Covenant Trust Company
Indiana
$23.8K +$23.8K +199 New
IGWM
460
ICA Group Wealth Management
Colorado
$23.3K – – –
NA
461
NewEdge Advisors
Louisiana
$21.5K -$11.9K -100 -36%
KA
462
Kozak & Associates
Colorado
$20.4K +$368 +4 +2%
ITIM
463
Indiana Trust & Investment Management
Indiana
$19.7K – – –
WB
464
Webster Bank
Connecticut
$18.5K – – –
UCB
465
United Community Bank
South Carolina
$18.5K +$5.38K +45 +41%
NRG
466
Nemes Rush Group
Michigan
$18.3K -$689K -5,756 -97%
TFGT
467
TS Financial Group (TSFG)
Illinois
$18K -$114K -950 -86%
TSWM
468
Tyler-Stone Wealth Management
Ohio
$17.9K – – –
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K – – –
WWP
470
WR Wealth Planners
Missouri
$17.9K +$17.9K +150 New
TPCW
471
TD Private Client Wealth
New York
$17.1K -$158K -1,322 -90%
TWC
472
TD Waterhouse Canada
Ontario, Canada
$16.5K -$804 -7 -5%
GI
473
GAMMA Investing
California
$15.6K +$1.91K +16 +14%
CBT
474
CoreFirst Bank & Trust
Kansas
$13.2K – – –
C
475
Covestor
United Kingdom
$13K +$355 +3 +3%
17 18
19
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