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Whirlpool
WHR

711 hedge funds and large institutions have $13.4B invested in Whirlpool in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 211 increasing their positions, 260 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 64

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $11.7B → $13.4B (+$1.68B)

11% more funds holding

Funds holding: 642 → 711 (+69)

2.5% more ownership

Funds ownership: 91.99% → 94.49% (+2.5%)

19% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 260

31% less call options, than puts

Call options by funds: $251M | Put options by funds: $367M

Holders
711
Holders Change
+69
Holders Change %
+10.75%
% of All Funds
10.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
141
Increased
211
Reduced
260
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Boston Partners
Boston Partners
Massachusetts
+$56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M
4
Capital International Investors
Capital International Investors
California
+$44.4M
5
PAM
Panagora Asset Management
Massachusetts
+$30.5M

Top Sellers

1
N
Nuveen
North Carolina
-$126M
2
Wells Fargo
Wells Fargo
California
-$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$41.1M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRF
526
IBM Retirement Fund
New York
$240K -$157K -714 -41%
TFGT
527
TS Financial Group (TSFG)
Illinois
$238K +$1.1K +5 +0.5%
WDL
528
Well Done LLC
Michigan
$235K -$10.3K -47 -4%
WG
529
Welch Group
Alabama
$235K – – –
A
530
Astrantus
Cyprus
$235K +$220K +1,000 New
NB
531
Northwest Bancshares
Pennsylvania
$235K +$220K +1,000 New
AWM
532
AE Wealth Management
Kansas
$233K +$218K +994 New
FMLI
533
Fukoku Mutual Life Insurance
Japan
$232K +$6.59K +30 +3%
ACM
534
AlphaCrest Capital Management
New York
$231K +$216K +983 New
GSIS
535
Global Strategic Investment Solutions
Arizona
$230K +$215K +980 New
BCM
536
Brookstone Capital Management
Illinois
$230K +$223K +1,014 New
PA
537
Profund Advisors
Maryland
$227K +$213K +968 New
AG
538
AIA Group
Hong Kong
$227K +$213K +969 New
PFS
539
Physicians Financial Services
North Carolina
$224K +$210K +955 New
WH
540
Willner & Heller
California
$224K +$241K +1,098 New
FFM
541
Forum Financial Management
Illinois
$219K +$205K +935 New
LCM
542
Landscape Capital Management
New Jersey
$217K +$203K +924 New
SAM
543
Seelaus Asset Management
New Jersey
$217K +$203K +925 New
BCA
544
Bay Colony Advisors
Massachusetts
$216K +$202K +919 New
CGL
545
Clarius Group LLC
Washington
$216K +$202K +921 New
AA
546
AlphaCentric Advisors
Puerto Rico
$212K -$87.2K -397 -30%
UF
547
Univest Financial
Pennsylvania
$212K -$44.4K -202 -18%
CT
548
Clearstead Trust
Maine
$211K – – –
OHWP
549
Oak Harbor Wealth Partners
North Carolina
$211K +$198K +900 New
PCMC
550
Paragon Capital Management (Colorado)
Colorado
$211K +$198K +901 New
20 21
22
23 24

WHR Hedge Fund Activity: Q4 2021 in Review

711 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2021, worth a combined $13.4B — up 14% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WHR positions and 64 closed out — a net gain of 77 holders — while 211 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was Nuveen, cutting an estimated $126M.

  • 711 institutional investors held Whirlpool (WHR) as of Q4 2021, up from 642 in Q3 2021.
  • Funds reported $13.4B of Whirlpool stock for Q4 2021, up 14% quarter-over-quarter.
  • 141 funds opened new Whirlpool positions in Q4 2021 and 64 closed out, a net change of +77 holders.
  • The largest Whirlpool buyer in Q4 2021 was Fidelity Investments, an estimated $147M added.
  • The largest Whirlpool seller in Q4 2021 was Nuveen, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2021.