WHR icon

Whirlpool
WHR

Overview Fund Activity

580 hedge funds and large institutions have $6.16B invested in Whirlpool in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 168 increasing their positions, 241 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
-22
Holders Change %
-3.65%
% of All Funds
8.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
96
Increased
168
Reduced
241
Closed
110
Calls
$324M
Puts
$225M
Net Calls
+$98.8M
Net Calls Change
+$112M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$248M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$111M
3
Squarepoint
3
Squarepoint
New York
$98.9M
4
Millennium Management
4
Millennium Management
New York
$64M
5
Invesco
5
Invesco
Georgia
$276M

Top Sellers

1
GA
1
Greenhaven Associates
New York
$0
2
BlackRock
2
BlackRock
New York
$606M
3
Boston Partners
3
Boston Partners
Massachusetts
$257M
4
CCM
4
Candlestick Capital Management
Connecticut
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
526
HighMark Wealth Management
Minnesota
$4.83K +$4.83K +40 New
WTG
527
West Tower Group
Virginia
$4.75K +$4.75K +39 New
BWL
528
Bogart Wealth LLC
Virginia
$4.72K -$2.42K -20 -34%
PB
529
Pinnacle Bancorp
Nebraska
$4.51K +$4.51K +37 New
HCP
530
Hexagon Capital Partners
Arkansas
$4.14K +$1.22K +10 +42%
RG
531
Retirement Group
California
$4.14K +$2.44K +20 +143%
FUBT
532
First United Bank & Trust
Maryland
$4.02K +$4.02K +33 New
PA
533
Pineridge Advisors
Missouri
$3.53K +$3.53K +29 New
AIA
534
Arcadia Investment Advisors
Idaho
$3.29K – – –
TAM
535
Tucker Asset Management
Colorado
$3.04K – – –
Loomis, Sayles & Company
536
Loomis, Sayles & Company
Massachusetts
$3K +$3K +21 New
GWS
537
Glassman Wealth Services
Virginia
$2.92K -$1.1K -9 -27%
RTL
538
Red Tortoise LLC
Georgia
$2.92K -$365 -3 -11%
FFO
539
Fortitude Family Office
Arizona
$2.92K +$2.92K +24 New
PAG
540
Paladin Advisory Group
Iowa
$2.8K – – –
SWM
541
Spire Wealth Management
Virginia
$2.48K +$676 +6 +38%
GA
542
GoalVest Advisory
New York
$2.44K -$1.22K -10 -33%
BF
543
BOK Financial
Oklahoma
$2.44K +$609 +5 +33%
BIA
544
Bell Investment Advisors
California
$2.31K -$974 -8 -30%
ATC
545
Adirondack Trust Company
New York
$2.15K – – –
AP
546
Atwood & Palmer
Missouri
$2.07K – – –
LJHT
547
Laurie J. Hall Trustee
$2K -$20K -200 -91%
VNA
548
Valley National Advisers
Pennsylvania
$2K -$3.6K -36 -64%
AP
549
Aspect Partners
Virginia
$1.95K +$1.95K +16 New
B
550
Birchbrook
Maine
$1.83K +$1.83K +15 New
20 21
22
23 24