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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
BCI
501
Brinker Capital Investments
Pennsylvania
$279K +$47K +214 +22%
BL
502
Balentine LLC
Georgia
$278K +$260K +1,183 New
CWM
503
Congress Wealth Management
Massachusetts
$278K +$260K +1,185 New
EI
504
Ethic Inc
New York
$275K +$257K +1,171 New
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$273K – – –
UB
506
UMB Bank
Missouri
$271K +$253K +1,151 New
WAM
507
Watershed Asset Management
California
$268K +$251K +1,141 New
LIM
508
Longfellow Investment Management
Massachusetts
$265K +$83.2K +379 +51%
MNBTD
509
Moody National Bank Trust Division
Texas
$261K +$24.6K +112 +11%
DWT
510
Dorsey & Whitney Trust
South Dakota
$261K +$244K +1,110 New
MFW
511
Meristem Family Wealth
Minnesota
$258K – – –
WSFS
512
Wilmington Savings Fund Society
Delaware
$258K +$242K +1,100 New
CG
513
Caprock Group
Idaho
$257K +$241K +1,096 New
CCP
514
Corient Capital Partners
California
$256K -$659 -3 -0.3%
SWA
515
Stratos Wealth Advisors
Ohio
$256K +$1.32K +6 +0.6%
AAS
516
Avantax Advisory Services
Texas
$256K +$239K +1,088 New
LG
517
Leuthold Group
Minnesota
$252K -$3.65M -16,635 -94%
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$252K +$235K +1,071 New
AIA
519
Affinity Investment Advisors
California
$248K +$232K +1,056 New
TSS
520
Two Sigma Securities
New York
$248K +$232K +1,057 New
CTC
521
Central Trust Company
Missouri
$247K +$14.5K +66 +7%
AA
522
Advisory Alpha
Michigan
$246K +$231K +1,050 New
IIM
523
Ipswich Investment Management
Massachusetts
$242K – – –
FMWA
524
Forvis Mazars Wealth Advisors
Missouri
$242K +$9.88K +45 +5%
CWM
525
Curi Wealth Management
North Carolina
$241K +$226K +1,030 New
19 20
21
22 23

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.