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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 %
BIG
451
Brooklyn Investment Group
New York
$14K +$14K +131 New
Optiver Holding
452
Optiver Holding
Netherlands
$13.7K +$13.7K +128 New
BC
453
Barrett & Company
Rhode Island
$13.4K – – –
LIS
454
Legacy Investment Solutions
Idaho
$12.7K +$12.7K +112 New
LWMI
455
Legacy Wealth Management (Idaho)
Idaho
$12.7K +$12.7K +112 New
LFG
456
Larson Financial Group
Missouri
$11.8K +$11.8K +110 New
CBT
457
CoreFirst Bank & Trust
Kansas
$11.8K +$11.8K +110 New
FP
458
Financial Perspectives
Minnesota
$10.7K – – –
WOSD
459
WFA of San Diego
California
$10.7K – – –
NB
460
NBT Bank
New York
$10.7K +$10.7K +100 New
HWA
461
HHM Wealth Advisors
Tennessee
$10.7K +$10.7K +100 New
Capstone Investment Advisors
462
Capstone Investment Advisors
New York
$10.6K -$80.7K -754 -88%
EWA
463
EverSource Wealth Advisors
Alabama
$10.5K -$34.7K -324 -77%
BSB
464
Bangor Savings Bank
Maine
$10.2K – – –
C
465
Covestor
United Kingdom
$10K -$638 -6 -6%
FCT
466
First Community Trust
Iowa
$9.63K – – –
TSMHT
467
Thurston Springer Miller Herd & Titak
Indiana
$9.2K – – –
SAM
468
Smartleaf Asset Management
Massachusetts
$8.94K +$6.14K +57 +219%
USB
469
Union Savings Bank
Connecticut
$8.56K – – –
MRCM
470
M&R Capital Management
New Jersey
$8.22K -$747 -7 -8%
CFD
471
Creative Financial Designs
Indiana
$8.03K – – –
GWSG
472
GPS Wealth Strategies Group
Colorado
$7.49K +$6.42K +60 +600%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$7.28K -$15.4K -144 -68%
HIA
474
Harbor Investment Advisory
Maryland
$7.28K – – –
MA
475
MCF Advisors
Kentucky
$7.06K +$2.67K +25 +61%
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