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Whirlpool

671 hedge funds and large institutions have $9.68B invested in Whirlpool in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 270 increasing their positions, 224 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 224

1.54% more ownership

Funds ownership: 94.49%96.03% (+1.5%)

6% more call options, than puts

Call options by funds: $283M | Put options by funds: $266M

6% less funds holding

Funds holding: 711671 (-40)

27% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 111

28% less capital invested

Capital invested by funds: $13.4B → $9.68B (-$3.72B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
10.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
270
Reduced
224
Closed
111
Calls
$283M
Puts
$266M
Net Calls
+$16.9M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
Markel Group
Virginia
$48.7M
UBS AM
27
UBS AM
Illinois
$46.4M +$224K +1,104 +0.4%
Swiss National Bank
28
Swiss National Bank
Switzerland
$45.5M +$5.01M +24,700 +10%
Amundi
29
Amundi
France
$42.5M +$14.8M +72,803 +41%
MHI
30
Miller Howard Investments
New York
$42.4M -$12.8M -62,997 -20%
Barrow, Hanley, Mewhinney & Strauss
31
Barrow, Hanley, Mewhinney & Strauss
Texas
$41.5M -$801K -3,950 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$40.4M +$29.7M +146,700 +169%
Ameriprise
33
Ameriprise
Minnesota
$39M +$2.66M +13,100 +6%
FWIA
34
Fort Washington Investment Advisors
Ohio
$36.5M +$4.47M +22,036 +12%
Robeco Institutional Asset Management
35
Robeco Institutional Asset Management
Netherlands
$36.4M -$4.27M -21,091 -9%
Victory Capital Management
36
Victory Capital Management
Texas
$34.7M +$7.71M +38,046 +25%
First Trust Advisors
37
First Trust Advisors
Illinois
$32.5M +$2.64M +13,032 +7%
JP Morgan Chase
38
JP Morgan Chase
New York
$31.8M +$2.02M +9,949 +6%
UBS Group
39
UBS Group
Switzerland
$31.6M -$4.35M -21,473 -10%
AQR Capital Management
40
AQR Capital Management
Connecticut
$30M +$10.8M +53,470 +45%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$29.7M -$1.18M -5,846 -3%
Pacer Advisors
42
Pacer Advisors
Pennsylvania
$28.5M +$21.3M +105,291 +177%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.2M +$7.67M +37,820 +30%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$27.6M +$3.36M +16,567 +12%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$27.4M +$24.7M +121,912 +331%
Skandinaviska Enskilda Banken (SEB)
46
Skandinaviska Enskilda Banken (SEB)
Sweden
$27.1M +$10.9M +53,900 +53%
CB
47
Commerce Bank
Missouri
$25.6M -$5.62M -27,741 -16%
KBC Group
48
KBC Group
Belgium
$25.5M -$358K -1,767 -1%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$24.8M +$6.26M +30,878 +29%
Wells Fargo
50
Wells Fargo
California
$22.3M -$1.48M -7,324 -5%

WHR Hedge Fund Activity: Q1 2022 in Review

671 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2022, worth a combined $9.68B — down 28% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WHR and 81 opened new positions — a net loss of 30 holders — while 224 trimmed existing stakes and 270 added.

The largest buyer was Goldman Sachs, adding an estimated $77.4M. The largest seller was Capital International Investors, cutting an estimated $259M.

  • 671 institutional investors held Whirlpool (WHR) as of Q1 2022, down from 711 in Q4 2021.
  • Funds reported $9.68B of Whirlpool stock for Q1 2022, down 28% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q1 2022 and 111 closed out, a net change of -30 holders.
  • The largest Whirlpool buyer in Q1 2022 was Goldman Sachs, an estimated $77.4M added.
  • The largest Whirlpool seller in Q1 2022 was Capital International Investors, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2022.