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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
Twin Tree Management
476
Twin Tree Management
Texas
$259K +$304K +1,500 New
CTC
477
Central Trust Company
Missouri
$253K +$82.9K +409 +39%
BEAM
478
Baker Ellis Asset Management
Washington
$251K
AAS
479
Avantax Advisory Services
Texas
$251K +$74.6K +368 +34%
IA
480
IFP Advisors
Florida
$248K +$284K +1,399 +450%
WAM
481
Wakefield Asset Management
Colorado
$243K +$27.2K +134 +11%
Vontobel Holding
482
Vontobel Holding
Switzerland
$242K -$486K -2,399 -64%
SFM
483
Signet Financial Management
New Jersey
$242K -$21.5K -106 -7%
IA
484
IFG Advisory
Georgia
$242K +$12.4K +61 +5%
EI
485
Ethic Inc
New York
$241K +$45.6K +225 +19%
BI
486
Ballast Inc
Kentucky
$238K
IG
487
ING Group
Netherlands
$235K -$1.33M -6,567 -83%
LP
488
LMR Partners
United Kingdom
$233K +$273K +1,348 New
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$232K
Fifth Third Bancorp
490
Fifth Third Bancorp
Ohio
$231K -$830K -4,097 -75%
CBA
491
Coastal Bridge Advisors
Connecticut
$231K -$262K -1,291 -49%
LCM
492
LVM Capital Management
Michigan
$229K +$10.1K +50 +4%
AG
493
AIA Group
Hong Kong
$227K +$69.9K +345 +36%
AWCI
494
Alpine Woods Capital Investors
New York
$218K -$40.5K -200 -14%
VFA
495
Valeo Financial Advisors
Indiana
$217K -$97.7K -482 -28%
CGL
496
Clarius Group LLC
Washington
$216K
Impax Asset Management Group
497
Impax Asset Management Group
United Kingdom
$215K -$1.22K -6 -0.5%
FFM
498
Forum Financial Management
Illinois
$213K +$61K +301 +32%
AWM
499
Alterna Wealth Management
Texas
$211K +$247K +1,219 New
NSAM
500
North Star Asset Management
Wisconsin
$210K

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.