Whirlpool
642 hedge funds and large institutions have $11.7B invested in Whirlpool in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 251 increasing their positions, 224 reducing their positions, and 67 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 224
0.84% more ownership
Funds ownership: 91.15% → 91.99% (+0.84%)
3% less funds holding
Funds holding: 661 → 642 (-19)
5% less capital invested
Capital invested by funds: $12.4B → $11.7B (-$672M)
18% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 67
34% less call options, than puts
Call options by funds: $199M | Put options by funds: $303M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$204M |
| 2 |
BlackRock
New York
|
+$69.2M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$37.9M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$31.1M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$131M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$80.9M |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$27.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$20.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$20.1M |
WHR Hedge Fund Activity: Q3 2021 in Review
642 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2021, worth a combined $11.7B — down 5.4% from $12.4B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of WHR and 55 opened new positions — a net loss of 12 holders — while 224 trimmed existing stakes and 251 added.
The largest buyer was Capital International Investors, adding an estimated $204M. The largest seller was Fidelity Investments, cutting an estimated $131M.
- 642 institutional investors held Whirlpool (WHR) as of Q3 2021, down from 661 in Q2 2021.
- Funds reported $11.7B of Whirlpool stock for Q3 2021, down 5.4% quarter-over-quarter.
- 55 funds opened new Whirlpool positions in Q3 2021 and 67 closed out, a net change of -12 holders.
- The largest Whirlpool buyer in Q3 2021 was Capital International Investors, an estimated $204M added.
- The largest Whirlpool seller in Q3 2021 was Fidelity Investments, an estimated $131M sold.
Based on aggregated 13F filings for Q3 2021.