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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
AIP
476
Ameritas Investment Partners
Nebraska
$102K
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$99K -$9.81K -69 -9%
PFA
478
Pathway Financial Advisers
Indiana
$98.6K +$99K +696 New
WI
479
Wahed Invest
New York
$97.9K +$12.8K +90 +15%
BTI
480
Blue Trust Inc
Georgia
$97K +$17.2K +121 +20%
First Manhattan
481
First Manhattan
New York
$96.9K +$85.3K +600 +706%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$85K -$129K -904 -60%
SWM
483
Sugarloaf Wealth Management
Georgia
$82.1K -$110K -774 -57%
WT
484
Whittier Trust
California
$76K
SOW
485
State of Wyoming
Wyoming
$73.4K -$14.1K -99 -16%
MCM
486
MV Capital Management
Maryland
$71.7K +$569 +4 +0.8%
NA
487
NewEdge Advisors
Louisiana
$63.5K -$273K -1,921 -55%
AA
488
Ancora Advisors
Ohio
$62K +$711 +5 +1%
NSIM
489
North Star Investment Management
Illinois
$61.4K +$569 +4 +0.9%
PFBT
490
Parkside Financial Bank & Trust
Missouri
$58.8K -$33.7K -237 -36%
DAC
491
Dividend Assets Capital
South Carolina
$57K +$57.7K +406 New
SCM
492
Silvant Capital Management
Georgia
$56.6K +$56.9K +400 New
MHR
493
Matthew Hamilton Rosenberg
$54K
TF
494
Tompkins Financial
New York
$54K
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$53.2K +$53.5K +376 New
QCG
496
Quadrant Capital Group
Ohio
$47.4K -$12.7K -89 -21%
PMFA
497
Plante Moran Financial Advisors
Michigan
$47.1K
PPWM
498
PFG Private Wealth Management
Florida
$46K
ACM
499
AUA Capital Management
Pennsylvania
$46K
CA
500
CoreCap Advisors
Michigan
$44.9K +$45.1K +317 New

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.