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Whirlpool
WHR

Overview Fund Activity

523 hedge funds and large institutions have $4.77B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 194 increasing their positions, 173 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+13
Holders Change %
+2.55%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
79
Increased
194
Reduced
173
Closed
63
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M

Top Buyers

1
BlackRock
BlackRock
New York
$693M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$108M
3
Capital World Investors
Capital World Investors
California
$31.2M
4
Charles Schwab
Charles Schwab
California
$216M
5
Newport Trust Company
Newport Trust Company
District of Columbia
$168M

Top Sellers

1
F
FIFTHDELTA
United Kingdom
$0
2
Invesco
Invesco
Georgia
$22.6M
3
Millennium Management
Millennium Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$123M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
501
Adirondack Trust Company
New York
$2.14K – – –
FFO
502
Fortitude Family Office
Arizona
$2.03K – – –
BGAI
503
Bruce G. Allen Investments
Colorado
$1.82K +$535 +5 +42%
FFC
504
First Financial Corp
Indiana
$1.71K +$1.71K +16 New
GBT
505
Grove Bank & Trust
Florida
$1.71K +$1.71K +16 New
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$1.61K – – –
GTAM
507
Global Trust Asset Management
Florida
$1.61K – – –
CB
508
Centennial Bank
Arkansas
$1.5K – – –
NMG
509
New Millennium Group
Utah
$1.49K – – –
MCM
510
MV Capital Management
Maryland
$1.39K +$535 +5 +63%
BIA
511
Bell Investment Advisors
California
$1.18K – – –
RCM
512
Raleigh Capital Management
North Carolina
$1.18K +$1.18K +11 New
WFA
513
West Financial Advisors
Iowa
$1.07K – – –
CT
514
Coastline Trust
Rhode Island
$963 +$963 +9 New
S
515
Sachetta
Massachusetts
$749 -$749 -7 -50%
HWA
516
Heritage Wealth Advisors
Virginia
$749 +$749 +7 New
WPA
517
West Paces Advisors
Georgia
$535 – – –
MG
518
Mather Group
Illinois
$532 -$11K -103 -95%
DF
519
Dunhill Financial
United Kingdom
$492 – – –
FCM
520
Fourpath Capital Management
Oklahoma
$393 +$393 +4 New
QC
521
Quent Capital
New York
$321 +$321 +3 New
PFG
522
Peterson Financial Group
Iowa
$218 +$218 +2 New
VCM
523
Versant Capital Management
Arizona
$107 – – –
WBC
524
West Branch Capital
Massachusetts
$107 +$107 +1 New
VWA
525
Valued Wealth Advisors
Utah
$18 -$221 -2 Closed
19 20
21
22 23