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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
GRP
501
Global Retirement Partners
California
$43K -$48.1K -338 -53%
TPCW
502
TD Private Client Wealth
New York
$42.3K +$8.67K +61 +26%
S
503
SignatureFD
Georgia
$41.9K +$2.84K +20 +7%
DMBA
504
Deseret Mutual Benefit Administrators
Utah
$41.6K -$35K -246 -46%
SSC
505
Syverson Strege & Co
Iowa
$40.9K +$142 +1 +0.3%
ST
506
Smithfield Trust
Pennsylvania
$40K
HI
507
Harbour Investments
Wisconsin
$38.8K -$19.8K -139 -34%
MS
508
Madden Securities
Texas
$38.2K -$346K -2,430 -90%
SSG
509
Summit Securities Group
New York
$36K +$7.82K +55 +28%
Point72 Asset Management
510
Point72 Asset Management
Connecticut
$32.3K +$32.4K +228 New
TCM
511
TD Capital Management
Tennessee
$30.1K +$284 +2 +0.9%
Loomis, Sayles & Company
512
Loomis, Sayles & Company
Massachusetts
$30K +$28K +197 +1,231%
KA
513
Kozak & Associates
Colorado
$29K +$284 +2 +1%
GWM
514
Geneos Wealth Management
Colorado
$25.1K
RFA
515
Register Financial Advisors
Georgia
$24.4K +$24.5K +172 New
PA
516
Parallel Advisors
California
$23.7K -$5.83K -41 -20%
CT
517
Colonial Trust
South Carolina
$23.5K +$23.6K +166 New
WT
518
Washington Trust
Rhode Island
$23.3K
TWC
519
TD Waterhouse Canada
Ontario, Canada
$23.3K
WB
520
Webster Bank
Connecticut
$22K
NHT
521
New Hampshire Trust
New Hampshire
$21.2K +$21.3K +150 New
CFGS
522
Concourse Financial Group Securities
Alabama
$20.5K +$2.84K +20 +16%
AF
523
Allworth Financial
California
$19.9K -$97.5K -686 -83%
FFA
524
Farther Finance Advisors
California
$18.2K +$18.3K +129 New
BC
525
Bartlett & Co
Ohio
$18K

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.