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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
AWCI
476
Alpine Woods Capital Investors
New York
$343K – – –
JCM
477
Jacobi Capital Management
Pennsylvania
$343K +$13.6K +62 +4%
BEAM
478
Baker Ellis Asset Management
Washington
$340K -$22K -100 -6%
TCM
479
Teza Capital Management
Illinois
$335K +$313K +1,426 New
RP
480
Rowlandmiller & Partners
Georgia
$333K +$312K +1,420 New
RWM
481
Ritholtz Wealth Management
New York
$331K +$67.6K +308 +28%
BI
482
Ballast Inc
Kentucky
$323K – – –
CI
483
Cigna Investments
Connecticut
$320K -$127K -580 -30%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$315K -$11.9K -54 -4%
IA
485
IFG Advisory
Georgia
$314K -$326K -1,485 -53%
CW
486
Connectus Wealth
Ohio
$303K +$284K +1,292 New
DWM
487
Dakota Wealth Management
Florida
$302K – – –
RPCONE
488
Retirement Planning Company of New England
Rhode Island
$301K +$282K +1,283 New
LCM
489
LVM Capital Management
Michigan
$299K -$22K -100 -7%
SLAM
490
Swiss Life Asset Management
$298K – – –
WAM
491
Wakefield Asset Management
Colorado
$298K +$13.2K +60 +5%
Impax Asset Management Group
492
Impax Asset Management Group
United Kingdom
$294K -$7.47K -34 -3%
WA
493
Waverly Advisors
Alabama
$294K – – –
HSA
494
HBK Sorce Advisory
Pennsylvania
$292K +$3.95K +18 +1%
PTC
495
Private Trust Company
Ohio
$291K -$630K -2,869 -70%
MF
496
Montis Financial
Massachusetts
$291K +$272K +1,240 New
FMBTD
497
First Midwest Bank Trust Division
Illinois
$289K +$271K +1,233 New
NSAM
498
North Star Asset Management
Wisconsin
$285K -$4.39K -20 -2%
AIL
499
AGF Investments LLC
Ontario, Canada
$284K -$46.6K -212 -15%
ERIC
500
Eagle Rock Investment Company
Georgia
$282K +$264K +1,200 New
18 19
20
21 22

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.