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Whirlpool

530 hedge funds and large institutions have $4.82B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 62

3% more funds holding

Funds holding: 515530 (+15)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

1% more capital invested

Capital invested by funds: $4.75B → $4.82B (+$62.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.12% less ownership

Funds ownership: 85.12%81.99% (-3.1%)

21% less call options, than puts

Call options by funds: $237M | Put options by funds: $301M

Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
7.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
80
Increased
195
Reduced
178
Closed
62
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$26.1M -$1.59M -15,865 -6%
Norges Bank
27
Norges Bank
Norway
$25.8M +$11.1M +110,247 +84%
First Trust Advisors
28
First Trust Advisors
Illinois
$25.4M +$2.25M +22,409 +10%
Invesco
29
Invesco
Georgia
$22.6M -$38M -378,308 -64%
JP Morgan Chase
30
JP Morgan Chase
New York
$21.5M -$6.56M -65,236 -24%
Amundi
31
Amundi
France
$20.7M -$17.9M -178,113 -47%
RJA
32
Raymond James & Associates
Florida
$20.2M +$14.6M +145,200 +335%
Wells Fargo
33
Wells Fargo
California
$19.5M +$2.46M +24,431 +15%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$19.1M -$25.6M -254,540 -59%
UBS Group
35
UBS Group
Switzerland
$18.7M -$1.41M -14,046 -7%
FWIA
36
Fort Washington Investment Advisors
Ohio
$17.7M +$304K +3,023 +2%
UBS AM
37
UBS AM
Illinois
$17.6M -$509K -5,059 -3%
MG
38
Markel Group
Virginia
$16.9M -$12.5M -124,430 -44%
EIP
39
Easterly Investment Partners
Massachusetts
$16.2M +$7.42M +73,865 +96%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$15.8M -$366K -3,642 -2%
Two Sigma Investments
41
Two Sigma Investments
New York
$15.2M -$1.07M -10,654 -7%
EDRH
42
Edmond de Rothschild Holding
Switzerland
$15M -$5.53M -55,000 -28%
HMCP
43
Hook Mill Capital Partners
New York
$14.3M +$13.4M +133,262 New
Principal Financial Group
44
Principal Financial Group
Iowa
$13.6M -$5.5M -54,761 -30%
Barclays
45
Barclays
United Kingdom
$13.5M -$5.52M -54,872 -30%
Ameriprise
46
Ameriprise
Minnesota
$13.5M +$172K +1,711 +1%
Federated Hermes
47
Federated Hermes
Pennsylvania
$12.8M -$6.07M -60,408 -34%
Legal & General Group
48
Legal & General Group
United Kingdom
$12.6M -$44.4K -442 -0.4%
ACM
49
Advisors Capital Management
New Jersey
$12.6M -$1.33M -13,268 -10%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$12.6M +$2.09M +20,752 +21%

WHR Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2024, worth a combined $4.82B — up 1.3% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WHR positions and 62 closed out — a net gain of 18 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was BlackRock, adding an estimated $34.6M. The largest seller was FIFTHDELTA, exiting entirely with an estimated $43.6M sold.

  • 530 institutional investors held Whirlpool (WHR) as of Q3 2024, up from 515 in Q2 2024.
  • Funds reported $4.82B of Whirlpool stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 80 funds opened new Whirlpool positions in Q3 2024 and 62 closed out, a net change of +18 holders.
  • The largest Whirlpool buyer in Q3 2024 was BlackRock, an estimated $34.6M added.
  • The largest Whirlpool seller in Q3 2024 was FIFTHDELTA, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2024.