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Whirlpool

530 hedge funds and large institutions have $4.82B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 62

3% more funds holding

Funds holding: 515530 (+15)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

1% more capital invested

Capital invested by funds: $4.75B → $4.82B (+$62.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.12% less ownership

Funds ownership: 85.12%81.99% (-3.1%)

21% less call options, than puts

Call options by funds: $237M | Put options by funds: $301M

Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
7.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
80
Increased
195
Reduced
178
Closed
62
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.1K
TFGT
452
TS Financial Group (TSFG)
Illinois
$16K
TWC
453
TD Waterhouse Canada
Ontario, Canada
$15.9K +$804 +8 +6%
NA
454
NewEdge Advisors
Louisiana
$15.4K +$3.42K +34 +31%
CA
455
CoreCap Advisors
Michigan
$15.3K +$14.4K +143 New
PWMG
456
Prestige Wealth Management Group
New Jersey
$14.3K +$12.1K +120 +857%
BWL
457
Bogart Wealth LLC
Virginia
$14.1K +$9.25K +92 +230%
BIG
458
Brooklyn Investment Group
New York
$14K +$13.2K +131 New
Optiver Holding
459
Optiver Holding
Netherlands
$13.7K +$12.9K +128 New
BC
460
Barrett & Company
Rhode Island
$13.4K
LIS
461
Legacy Investment Solutions
Idaho
$12.7K +$11.3K +112 New
LWMI
462
Legacy Wealth Management (Idaho)
Idaho
$12.7K +$11.3K +112 New
CBT
463
CoreFirst Bank & Trust
Kansas
$11.8K +$11.1K +110 New
LFG
464
Larson Financial Group
Missouri
$11.8K +$11.1K +110 New
FP
465
Financial Perspectives
Minnesota
$10.7K
WOSD
466
WFA of San Diego
California
$10.7K
HWA
467
HHM Wealth Advisors
Tennessee
$10.7K +$10.1K +100 New
NB
468
NBT Bank
New York
$10.7K +$10.1K +100 New
Capstone Investment Advisors
469
Capstone Investment Advisors
New York
$10.6K -$75.8K -754 -88%
EWA
470
EverSource Wealth Advisors
Alabama
$10.5K -$32.6K -324 -77%
BSB
471
Bangor Savings Bank
Maine
$10.2K
C
472
Covestor
United Kingdom
$10K -$603 -6 -6%
FCT
473
First Community Trust
Iowa
$9.63K
TSMHT
474
Thurston Springer Miller Herd & Titak
Indiana
$9.2K
SAM
475
Smartleaf Asset Management
Massachusetts
$8.94K +$5.73K +57 +219%

WHR Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2024, worth a combined $4.82B — up 1.3% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WHR positions and 62 closed out — a net gain of 18 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was BlackRock, adding an estimated $34.6M. The largest seller was FIFTHDELTA, exiting entirely with an estimated $43.6M sold.

  • 530 institutional investors held Whirlpool (WHR) as of Q3 2024, up from 515 in Q2 2024.
  • Funds reported $4.82B of Whirlpool stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 80 funds opened new Whirlpool positions in Q3 2024 and 62 closed out, a net change of +18 holders.
  • The largest Whirlpool buyer in Q3 2024 was BlackRock, an estimated $34.6M added.
  • The largest Whirlpool seller in Q3 2024 was FIFTHDELTA, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2024.