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Whirlpool
WHR

Overview Fund Activity

556 hedge funds and large institutions have $5.86B invested in Whirlpool in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-24
Holders Change %
-4.14%
% of All Funds
8.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
85
Increased
220
Reduced
175
Closed
103
Calls
$258M
Puts
$268M
Net Calls
-$10.3M
Net Calls Change
-$109M

Top Buyers

1
BlackRock
1
BlackRock
New York
$745M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$122M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$153M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$177M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$63.2M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$34.8M
2
Invesco
2
Invesco
Georgia
$65.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$659M
4
State Street
4
State Street
Massachusetts
$193M
5
CB
5
Cooke & Bieler
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$5.86K +$957 +8 +20%
AssetMark Inc
502
AssetMark Inc
California
$5.38K -$4.55K -38 -46%
PP
503
Pingora Partners
Wyoming
$5.38K +$5.38K +45 New
RG
504
Retirement Group
California
$5.26K +$1.2K +10 +29%
MHR
505
Matthew Hamilton Rosenberg
$5.25K – – –
BG
506
Bollard Group
Massachusetts
$5K +$116 +1 +2%
CAM
507
Clarity Asset Management
Iowa
$4.98K -$13K -110 -72%
MA
508
MCF Advisors
Kentucky
$4.86K +$4.86K +41 New
HWM
509
HighMark Wealth Management
Minnesota
$4.82K – – –
BWL
510
Bogart Wealth LLC
Virginia
$4.72K – – –
BAM
511
Byrne Asset Management
New Jersey
$4.31K +$4.31K +36 New
ETC
512
Exchange Traded Concepts
Oklahoma
$4.19K +$4.19K +35 New
FUBT
513
First United Bank & Trust
Maryland
$3.95K – – –
EWA
514
EverSource Wealth Advisors
Alabama
$3.61K -$11.2K -118 -76%
SWM
515
Spire Wealth Management
Virginia
$3.4K +$729 +6 +27%
AIA
516
Arcadia Investment Advisors
Idaho
$3.23K – – –
VF
517
VitalStone Financial
Texas
$3K +$3K +25 New
TAM
518
Tucker Asset Management
Colorado
$2.99K – – –
NIC
519
Northwest Investment Counselors
Oregon
$2.92K +$2.92K +24 New
RTL
520
Red Tortoise LLC
Georgia
$2.87K – – –
FFO
521
Fortitude Family Office
Arizona
$2.87K – – –
Allspring Global Investments
522
Allspring Global Investments
North Carolina
$2.77K -$1.94M -16,093 -100%
PAG
523
Paladin Advisory Group
Iowa
$2.74K – – –
SHIM
524
Stone House Investment Management
Pennsylvania
$2.43K +$2.43K +20 New
CWA
525
Core Wealth Advisors
Florida
$2.39K +$2.39K +20 New
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