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Whirlpool

617 hedge funds and large institutions have $7.03B invested in Whirlpool in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $259M | Put options by funds: $168M

1.43% more ownership

Funds ownership: 92.58%94.01% (+1.4%)

4% more capital invested

Capital invested by funds: $6.78B → $7.03B (+$249M)

4% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 84

2% less funds holding

Funds holding: 631617 (-14)

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
617
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
198
Reduced
240
Closed
84
Calls
$259M
Puts
$168M
Net Calls
+$91.6M
Net Calls Change
+$88M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$39.1M +$11.2M +78,778 +40%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.6M +$4.01M +28,206 +13%
Renaissance Technologies
28
Renaissance Technologies
New York
$32.3M +$32.5M +228,357 New
First Trust Advisors
29
First Trust Advisors
Illinois
$31.7M -$339K -2,384 -1%
UBS AM
30
UBS AM
Illinois
$31.6M -$495K -3,482 -2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$31.3M -$3.14M -22,095 -9%
AA
32
ALPS Advisors
Colorado
$25.8M +$3.1M +21,829 +14%
UBS Group
33
UBS Group
Switzerland
$25.6M +$2.35M +16,548 +10%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$23.9M -$682K -4,797 -3%
CB
35
Commerce Bank
Missouri
$23.1M -$1.24M -8,742 -5%
FWIA
36
Fort Washington Investment Advisors
Ohio
$22.5M -$8.18M -57,522 -27%
JP Morgan Chase
37
JP Morgan Chase
New York
$22.4M +$1.68M +11,824 +8%
Norges Bank
38
Norges Bank
Norway
$22M +$17.4M +122,339 +372%
Squarepoint
39
Squarepoint
New York
$21.4M +$8.17M +57,464 +61%
Barclays
40
Barclays
United Kingdom
$21.1M +$5.94M +41,782 +39%
PCM
41
Palouse Capital Management
Washington
$19.5M -$413K -2,902 -18%
Marshall Wace
42
Marshall Wace
United Kingdom
$17.9M +$12.3M +86,320 +214%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$17.6M -$237K -1,665 -1%
Amundi
44
Amundi
France
$17.5M -$32.2M -226,149 -67%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$16M +$15.4M +108,210 +2,199%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$15.8M -$895K -6,291 -5%
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$15.2M +$13.5M +94,914 +762%
SO
48
STRS Ohio
Ohio
$14.8M +$3.25M +22,888 +28%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$14.2M -$2.83M -19,936 -17%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$13.9M +$3.61M +25,412 +35%

WHR Hedge Fund Activity: Q4 2022 in Review

617 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2022, worth a combined $7.03B — up 3.7% from $6.78B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of WHR and 81 opened new positions — a net loss of 3 holders — while 240 trimmed existing stakes and 198 added.

The largest buyer was Goldman Sachs, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $60.7M.

  • 617 institutional investors held Whirlpool (WHR) as of Q4 2022, down from 631 in Q3 2022.
  • Funds reported $7.03B of Whirlpool stock for Q4 2022, up 3.7% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q4 2022 and 84 closed out, a net change of -3 holders.
  • The largest Whirlpool buyer in Q4 2022 was Goldman Sachs, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2022 was Bank of New York Mellon, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2022.