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Whirlpool

530 hedge funds and large institutions have $4.82B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 62

3% more funds holding

Funds holding: 515530 (+15)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

1% more capital invested

Capital invested by funds: $4.75B → $4.82B (+$62.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.12% less ownership

Funds ownership: 85.12%81.99% (-3.1%)

21% less call options, than puts

Call options by funds: $237M | Put options by funds: $301M

Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
7.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
80
Increased
195
Reduced
178
Closed
62
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$3.21K +$1.11K +11 +58%
AF
502
Advisornet Financial
Minnesota
$3.21K +$2.81K +28 +1,400%
ACA
503
Atlas Capital Advisors
Wyoming
$2.89K
Allspring Global Investments
504
Allspring Global Investments
North Carolina
$2.75K +$1K +10 +63%
NIC
505
Northwest Investment Counselors
Oregon
$2.71K +$2.51K +25 New
PAG
506
Paladin Advisory Group
Iowa
$2.46K
ATS
507
Ashton Thomas Securities
New York
$2.25K +$2.11K +21 New
ATC
508
Adirondack Trust Company
New York
$2.14K
FFO
509
Fortitude Family Office
Arizona
$2.03K
BGAI
510
Bruce G. Allen Investments
Colorado
$1.82K +$503 +5 +42%
FFC
511
First Financial Corp
Indiana
$1.71K +$1.61K +16 New
GBT
512
Grove Bank & Trust
Florida
$1.71K +$1.61K +16 New
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$1.6K
GTAM
514
Global Trust Asset Management
Florida
$1.6K
CB
515
Centennial Bank
Arkansas
$1.5K
NMG
516
New Millennium Group
Utah
$1.49K
MCM
517
MV Capital Management
Maryland
$1.39K +$503 +5 +63%
BIA
518
Bell Investment Advisors
California
$1.18K
RCM
519
Raleigh Capital Management
North Carolina
$1.18K +$1.11K +11 New
WFA
520
West Financial Advisors
Iowa
$1.07K
CT
521
Coastline Trust
Rhode Island
$963 +$905 +9 New
S
522
Sachetta
Massachusetts
$749 -$704 -7 -50%
HWA
523
Heritage Wealth Advisors
Virginia
$749 +$704 +7 New
WPA
524
West Paces Advisors
Georgia
$535
MG
525
Mather Group
Illinois
$532 -$10.4K -103 -95%

WHR Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2024, worth a combined $4.82B — up 1.3% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WHR positions and 62 closed out — a net gain of 18 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was BlackRock, adding an estimated $34.6M. The largest seller was FIFTHDELTA, exiting entirely with an estimated $43.6M sold.

  • 530 institutional investors held Whirlpool (WHR) as of Q3 2024, up from 515 in Q2 2024.
  • Funds reported $4.82B of Whirlpool stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 80 funds opened new Whirlpool positions in Q3 2024 and 62 closed out, a net change of +18 holders.
  • The largest Whirlpool buyer in Q3 2024 was BlackRock, an estimated $34.6M added.
  • The largest Whirlpool seller in Q3 2024 was FIFTHDELTA, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2024.