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Whirlpool
WHR

562 hedge funds and large institutions have $5.88B invested in Whirlpool in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 175 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

29% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 175

4% less call options, than puts

Call options by funds: $258M | Put options by funds: $268M

5% less capital invested

Capital invested by funds: $6.17B → $5.88B (-$295M)

2.16% less ownership

Funds ownership: 92.42% → 90.25% (-2.2%)

4% less funds holding

Funds holding: 585 → 562 (-23)

17% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 103

Holders
562
Holders Change
-23
Holders Change %
-3.93%
% of All Funds
8.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
225
Reduced
175
Closed
103
Calls
$258M
Puts
$268M
Net Calls
-$10.3M
Net Calls Change
-$109M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$139M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$90M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$76.8M
4
Marshall Wace
Marshall Wace
United Kingdom
+$63.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$58.5M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$203M
2
Invesco
Invesco
Georgia
-$192M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$115M
4
State Street
State Street
Massachusetts
-$107M
5
CB
Cooke & Bieler
Pennsylvania
-$95.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
526
Fortitude Family Office
Arizona
$2.87K – – –
RTL
527
Red Tortoise LLC
Georgia
$2.87K – – –
Allspring Global Investments
528
Allspring Global Investments
North Carolina
$2.77K -$1.79M -16,093 -100%
PAG
529
Paladin Advisory Group
Iowa
$2.74K – – –
SHIM
530
Stone House Investment Management
Pennsylvania
$2.43K +$2.23K +20 New
CWAF
531
Core Wealth Advisors (Florida)
Florida
$2.39K +$2.23K +20 New
ATC
532
Adirondack Trust Company
New York
$2.39K – – –
MCM
533
MV Capital Management
Maryland
$2.03K -$56.2K -504 -97%
WIA
534
Wetzel Investment Advisors
Indiana
$1.98K -$6.02K -54 -74%
B
535
Birchbrook
Maine
$1.79K – – –
CB
536
Centennial Bank
Arkansas
$1.68K – – –
BGAI
537
Bruce G. Allen Investments
Colorado
$1.68K +$1.45K +13 +1,300%
RFG
538
RFP Financial Group
Georgia
$1.44K – – –
VWM
539
Venturi Wealth Management
Texas
$1.44K +$1.34K +12 New
BIA
540
Bell Investment Advisors
California
$1.32K -$892 -8 -42%
MCM
541
Manchester Capital Management
Vermont
$1.32K +$1.23K +11 New
WFA
542
West Financial Advisors
Iowa
$1.2K – – –
AF
543
Advisornet Financial
Minnesota
$1.2K +$1.11K +10 New
GI
544
Gradient Investments
Minnesota
$1.08K – – –
SFA
545
Semmax Financial Advisors
North Carolina
$1.05K +$1.23K +11 New
CTWM
546
Cherry Tree Wealth Management
Minnesota
$958 – – –
ZB
547
Zions Bancorporation
Utah
$957 +$446 +4 +100%
S
548
Sachetta
Massachusetts
$853 – – –
WPA
549
West Paces Advisors
Georgia
$837 +$223 +2 +40%
Jones Financial Companies
550
Jones Financial Companies
Missouri
$837 +$780 +7 New
20 21
22
23 24

WHR Hedge Fund Activity: Q1 2024 in Review

562 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2024, worth a combined $5.88B — down 4.8% from $6.17B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of WHR and 86 opened new positions — a net loss of 17 holders — while 175 trimmed existing stakes and 225 added.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Boston Partners, cutting an estimated $203M.

  • 562 institutional investors held Whirlpool (WHR) as of Q1 2024, down from 585 in Q4 2023.
  • Funds reported $5.88B of Whirlpool stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 86 funds opened new Whirlpool positions in Q1 2024 and 103 closed out, a net change of -17 holders.
  • The largest Whirlpool buyer in Q1 2024 was BlackRock, an estimated $139M added.
  • The largest Whirlpool seller in Q1 2024 was Boston Partners, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.