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Whirlpool
WHR

543 hedge funds and large institutions have $5.36B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99% → 84.81% (+2.8%)

2% more funds holding

Funds holding: 530 → 543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.6M
3
Norges Bank
Norges Bank
Norway
+$44.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$26.6M
2
Bank of America
Bank of America
North Carolina
-$19.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$19.4M
4
Morgan Stanley
Morgan Stanley
New York
-$19.1M
5
Primecap Management
Primecap Management
California
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
501
Park Square Financial Group
Georgia
$5.15K +$4.96K +45 New
MHR
502
Matthew Hamilton Rosenberg
$5.04K – – –
CAM
503
Clarity Asset Management
Iowa
$5.01K +$110 +1 +2%
Lazard Asset Management
504
Lazard Asset Management
New York
$5K -$1.42M -12,826 -100%
BG
505
Bollard Group
Massachusetts
$5K – – –
SWM
506
Spire Wealth Management
Virginia
$4.34K +$883 +8 +27%
WAS
507
Winch Advisory Services
Wisconsin
$4.01K +$3.86K +35 New
PWMG
508
Prestige Wealth Management Group
New Jersey
$3.89K -$11K -100 -75%
AF
509
Advisornet Financial
Minnesota
$3.43K – – –
BF
510
BOK Financial
Oklahoma
$3.3K +$3.09K +28 New
PWA
511
Physician Wealth Advisors
Utah
$2.86K +$2.76K +25 New
PAG
512
Paladin Advisory Group
Iowa
$2.63K – – –
MCM
513
MV Capital Management
Maryland
$2.4K +$883 +8 +62%
GBT
514
Grove Bank & Trust
Florida
$2.4K +$552 +5 +31%
HNW
515
High Note Wealth
Minnesota
$2.29K +$2.21K +20 New
ATC
516
Adirondack Trust Company
New York
$2.29K – – –
FFO
517
Fortitude Family Office
Arizona
$2.17K – – –
BGAI
518
Bruce G. Allen Investments
Colorado
$2.06K +$110 +1 +6%
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$1.72K – – –
SO
520
Sierra Ocean
California
$1.63K +$1.54K +14 New
NMG
521
New Millennium Group
Utah
$1.61K – – –
CB
522
Centennial Bank
Arkansas
$1.6K – – –
FWM
523
FLP Wealth Management
Arkansas
$1.26K +$1.21K +11 New
WFA
524
West Financial Advisors
Iowa
$1.15K – – –
CT
525
Coastline Trust
Rhode Island
$1.03K – – –
19 20
21
22 23

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 holders.
  • The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2024.