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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
ERIC
501
Eagle Rock Investment Company
Georgia
$207K
AIL
502
AGF Investments LLC
Ontario, Canada
$205K -$4.66K -23 -2%
AIA
503
Affinity Investment Advisors
California
$205K +$26.1K +129 +12%
FMWA
504
Forvis Mazars Wealth Advisors
Missouri
$205K +$31.4K +155 +15%
TC
505
Truvestments Capital
Florida
$204K +$222K +1,096 +1,305%
CWM
506
Congress Wealth Management
Massachusetts
$202K -$3.24K -16 -1%
BCI
507
Brinker Capital Investments
Pennsylvania
$201K -$4.46K -22 -2%
UB
508
UMB Bank
Missouri
$198K -$608 -3 -0.3%
LIM
509
Longfellow Investment Management
Massachusetts
$196K
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$190K +$43K +212 +24%
CWM
511
Curi Wealth Management
North Carolina
$177K
TFGT
512
TS Financial Group (TSFG)
Illinois
$176K +$1.62K +8 +0.8%
Bessemer Group
513
Bessemer Group
New Jersey
$176K +$37.7K +186 +22%
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$173K +$203K +1,000 New
FMLI
515
Fukoku Mutual Life Insurance
Japan
$171K
AssetMark Inc
516
AssetMark Inc
California
$171K +$30.4K +150 +18%
CT
517
Clearstead Trust
Maine
$156K
Rockefeller Capital Management
518
Rockefeller Capital Management
New York
$147K -$421K -2,076 -71%
NSB
519
Norway Savings Bank
Maine
$147K
CA
520
Clearstead Advisors
Ohio
$145K
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$143K +$78.4K +387 +88%
AIP
522
Ameritas Investment Partners
Nebraska
$138K
SWM
523
Sugarloaf Wealth Management
Georgia
$132K +$82.3K +406 +120%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$124K +$20.9K +103 +17%
MA
525
MUFG Americas
New York
$117K -$6.69K -33 -5%

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.