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Whirlpool
WHR

711 hedge funds and large institutions have $13.4B invested in Whirlpool in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 211 increasing their positions, 260 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 64

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $11.7B → $13.4B (+$1.68B)

11% more funds holding

Funds holding: 642 → 711 (+69)

2.5% more ownership

Funds ownership: 91.99% → 94.49% (+2.5%)

19% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 260

31% less call options, than puts

Call options by funds: $251M | Put options by funds: $367M

Holders
711
Holders Change
+69
Holders Change %
+10.75%
% of All Funds
10.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
141
Increased
211
Reduced
260
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Boston Partners
Boston Partners
Massachusetts
+$56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M
4
Capital International Investors
Capital International Investors
California
+$44.4M
5
PAM
Panagora Asset Management
Massachusetts
+$30.5M

Top Sellers

1
N
Nuveen
North Carolina
-$126M
2
Wells Fargo
Wells Fargo
California
-$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$41.1M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$62.7M -$8.42M -38,329 -13%
Norges Bank
27
Norges Bank
Norway
$57.9M -$11.7M -53,080 -18%
Barrow, Hanley, Mewhinney & Strauss
28
Barrow, Hanley, Mewhinney & Strauss
Texas
$57.2M -$1.24M -5,634 -2%
Swiss National Bank
29
Swiss National Bank
Switzerland
$55.9M -$2.04M -9,300 -4%
Robeco Institutional Asset Management
30
Robeco Institutional Asset Management
Netherlands
$54.4M -$2.94M -13,365 -5%
Ameriprise
31
Ameriprise
Minnesota
$49.9M -$9.54M -43,461 -17%
Deutsche Bank
32
Deutsche Bank
Germany
$49M -$2.13M -9,695 -4%
UBS Group
33
UBS Group
Switzerland
$48M -$2.72M -12,389 -6%
FWIA
34
Fort Washington Investment Advisors
Ohio
$44.3M +$50.5K +230 +0.1%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$41.8M -$1.52M -6,934 -4%
CB
36
Commerce Bank
Missouri
$41.2M -$5.09M -23,167 -12%
First Trust Advisors
37
First Trust Advisors
Illinois
$41.1M +$8.29M +37,743 +27%
Amundi
38
Amundi
France
$40.9M -$6.95M -31,625 -15%
JP Morgan Chase
39
JP Morgan Chase
New York
$40.8M +$747K +3,403 +2%
Victory Capital Management
40
Victory Capital Management
Texas
$36M -$6.52M -29,696 -16%
KBC Group
41
KBC Group
Belgium
$35M +$25.6M +116,574 +356%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$34M -$4.57M -20,814 -13%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$33.6M -$8.22M -37,447 -21%
PAM
44
Panagora Asset Management
Massachusetts
$33.6M +$30.5M +138,929 +3,308%
Barclays
45
Barclays
United Kingdom
$33.3M -$23.8M -108,184 -43%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$33.2M +$11.8M +53,777 +61%
Goldman Sachs
47
Goldman Sachs
New York
$32.3M -$24.6M -111,959 -45%
Wells Fargo
48
Wells Fargo
California
$32.1M -$42.6M -193,749 -59%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$31M -$1.81M -8,260 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.4M +$3.39M +15,431 +14%
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WHR Hedge Fund Activity: Q4 2021 in Review

711 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2021, worth a combined $13.4B — up 14% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WHR positions and 64 closed out — a net gain of 77 holders — while 211 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was Nuveen, cutting an estimated $126M.

  • 711 institutional investors held Whirlpool (WHR) as of Q4 2021, up from 642 in Q3 2021.
  • Funds reported $13.4B of Whirlpool stock for Q4 2021, up 14% quarter-over-quarter.
  • 141 funds opened new Whirlpool positions in Q4 2021 and 64 closed out, a net change of +77 holders.
  • The largest Whirlpool buyer in Q4 2021 was Fidelity Investments, an estimated $147M added.
  • The largest Whirlpool seller in Q4 2021 was Nuveen, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2021.