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Whirlpool
WHR

Overview Fund Activity

707 hedge funds and large institutions have $13.4B invested in Whirlpool in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 211 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+68
Holders Change %
+10.64%
% of All Funds
10.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
140
Increased
211
Reduced
258
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$157M
2
Boston Partners
Boston Partners
Massachusetts
+$59.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$56.6M
4
Capital International Investors
Capital International Investors
California
+$47.5M
5
PAM
Panagora Asset Management
Massachusetts
+$32.6M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$135M
2
Wells Fargo
Wells Fargo
California
-$45.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$43.9M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
501
Ethic Inc
New York
$275K +$275K +1,171 New
WSTAM
502
Wilbanks Smith & Thomas Asset Management
Virginia
$273K – – –
UB
503
UMB Bank
Missouri
$271K +$271K +1,151 New
WAM
504
Watershed Asset Management
California
$268K +$268K +1,141 New
LIM
505
Longfellow Investment Management
Massachusetts
$265K +$89K +379 +51%
MNBTD
506
Moody National Bank Trust Division
Texas
$261K +$26.3K +112 +11%
DWT
507
Dorsey & Whitney Trust
South Dakota
$261K +$261K +1,110 New
MFW
508
Meristem Family Wealth
Minnesota
$258K – – –
WSFS
509
Wilmington Savings Fund Society
Delaware
$258K +$258K +1,100 New
CG
510
Caprock Group
Idaho
$257K +$257K +1,096 New
CCP
511
Corient Capital Partners
California
$256K -$706 -3 -0.3%
SWA
512
Stratos Wealth Advisors
Ohio
$256K +$1.41K +6 +0.6%
AAS
513
Avantax Advisory Services
Texas
$256K +$256K +1,088 New
LG
514
Leuthold Group
Minnesota
$252K -$3.9M -16,635 -94%
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$252K +$252K +1,071 New
AIA
516
Affinity Investment Advisors
California
$248K +$248K +1,056 New
TSS
517
Two Sigma Securities
New York
$248K +$248K +1,057 New
CTC
518
Central Trust Company
Missouri
$247K +$15.5K +66 +7%
AA
519
Advisory Alpha
Michigan
$246K +$246K +1,050 New
IIM
520
Ipswich Investment Management
Massachusetts
$242K – – –
FMWA
521
Forvis Mazars Wealth Advisors
Missouri
$242K +$10.6K +45 +5%
CWM
522
Curi Wealth Management
North Carolina
$241K +$241K +1,030 New
IRF
523
IBM Retirement Fund
New York
$240K -$168K -714 -41%
TFGT
524
TS Financial Group (TSFG)
Illinois
$238K +$1.18K +5 +0.5%
WDL
525
Well Done LLC
Michigan
$235K -$11K -47 -4%
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