We are live on ! Find out more
WHR icon

Whirlpool

543 hedge funds and large institutions have $5.36B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99%84.81% (+2.8%)

2% more funds holding

Funds holding: 530543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
26
Capital World Investors
California
$33.4M
Citadel Advisors
27
Citadel Advisors
Florida
$33M -$3.33M -30,195 -9%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$32.7M +$18.6M +168,321 +143%
HMCP
29
Hook Mill Capital Partners
New York
$31.7M +$15.9M +143,851 +108%
AQR Capital Management
30
AQR Capital Management
Connecticut
$27.4M -$8.87M -80,389 -25%
Barclays
31
Barclays
United Kingdom
$26.4M +$11.5M +104,102 +83%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$25.9M -$1.95M -17,707 -7%
Invesco
33
Invesco
Georgia
$24.6M +$434K +3,930 +2%
DRZID
34
DePrince Race & Zollo Inc (DRZ)
Florida
$24.1M -$6.44M -58,395 -22%
Amundi
35
Amundi
France
$22.1M -$557K -5,045 -3%
Wells Fargo
36
Wells Fargo
California
$22.1M +$1.15M +10,424 +6%
UBS AM
37
UBS AM
Illinois
$21.4M +$2.45M +22,171 +13%
ACM
38
Advisors Capital Management
New Jersey
$19.1M +$5.42M +49,121 +42%
JP Morgan Chase
39
JP Morgan Chase
New York
$17.9M -$4.9M -44,369 -22%
EIP
40
Easterly Investment Partners
Massachusetts
$17.3M -$3.42K -31 -0%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$16.9M -$2.76K -25 -0%
Ameriprise
42
Ameriprise
Minnesota
$14.7M +$280K +2,538 +2%
Principal Financial Group
43
Principal Financial Group
Iowa
$14.5M -$76.2K -691 -0.5%
EDRH
44
Edmond de Rothschild Holding
Switzerland
$14.3M -$1.66M -15,000 -11%
Legal & General Group
45
Legal & General Group
United Kingdom
$13.8M +$316K +2,862 +2%
Federated Hermes
46
Federated Hermes
Pennsylvania
$13.7M +$7.94K +72 +0.1%
CIM
47
Cambria Investment Management
California
$13.1M +$257K +2,331 +2%
AWM
48
AE Wealth Management
Kansas
$13M +$779K +7,056 +7%
SDIC
49
South Dakota Investment Council
South Dakota
$12.7M -$154K -1,400 -1%
AIM
50
Access Investment Management
Georgia
$12.6M +$11K +100 +0.1%

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 holders.
  • The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2024.