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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
FCT
476
First Community Trust
Iowa
$10.3K
SAM
477
Smartleaf Asset Management
Massachusetts
$9.9K +$441 +4 +5%
TSMHT
478
Thurston Springer Miller Herd & Titak
Indiana
$9.85K
MA
479
MCF Advisors
Kentucky
$9.63K +$1.99K +18 +27%
AG
480
AmeriFlex Group
Nevada
$9.56K +$10K +91 New
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$9.5K +$1.66K +15 +22%
USB
482
Union Savings Bank
Connecticut
$9.16K
AssetMark Inc
483
AssetMark Inc
California
$9.04K +$2.54K +23 +41%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.59K -$8.28K -75 -50%
CFD
485
Creative Financial Designs
Indiana
$8.59K
FHA
486
First Horizon Advisors
Tennessee
$8.59K -$220K -1,994 -96%
SAM
487
Sherman Asset Management
California
$8.27K +$7.94K +72 New
HIA
488
Harbor Investment Advisory
Maryland
$7.79K
CAS
489
Coppell Advisory Solutions
Texas
$7.63K +$441 +4 +6%
Mitsubishi UFJ Asset Management
490
Mitsubishi UFJ Asset Management
Japan
$7.13K
JFA
491
JNBA Financial Advisors
Minnesota
$6.87K
ETC
492
Exchange Traded Concepts
Oklahoma
$6.87K +$6.62K +60 New
DAM
493
Delta Asset Management
Tennessee
$6.18K
HWM
494
Hemington Wealth Management
Virginia
$6K
HNB
495
Hilltop National Bank
Wyoming
$5.72K
PCFFS
496
Pacific Center for Financial Services
California
$5.72K
LIS
497
Legacy Investment Solutions
Idaho
$5.7K -$6.18K -56 -50%
LWMI
498
Legacy Wealth Management (Idaho)
Idaho
$5.7K -$6.18K -56 -50%
RCM
499
Raleigh Capital Management
North Carolina
$5.47K +$4.08K +37 +336%
PP
500
Pingora Partners
Wyoming
$5.15K

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.