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Whirlpool
WHR

Overview Fund Activity

556 hedge funds and large institutions have $5.86B invested in Whirlpool in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-24
Holders Change %
-4.14%
% of All Funds
8.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
85
Increased
220
Reduced
175
Closed
103
Calls
$258M
Puts
$268M
Net Calls
-$10.3M
Net Calls Change
-$109M

Top Buyers

1
BlackRock
1
BlackRock
New York
$745M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$122M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$153M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$177M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$63.2M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$34.8M
2
Invesco
2
Invesco
Georgia
$65.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$659M
4
State Street
4
State Street
Massachusetts
$193M
5
CB
5
Cooke & Bieler
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
526
Adirondack Trust Company
New York
$2.39K – – –
MCM
527
MV Capital Management
Maryland
$2.03K -$60.3K -504 -97%
WIA
528
Wetzel Investment Advisors
Indiana
$1.98K -$5.62K -54 -74%
B
529
Birchbrook
Maine
$1.8K – – –
CB
530
Centennial Bank
Arkansas
$1.68K – – –
BGAI
531
Bruce G. Allen Investments
Colorado
$1.68K +$1.56K +13 +1,300%
RFG
532
RFP Financial Group
Georgia
$1.44K – – –
VWM
533
Venturi Wealth Management
Texas
$1.44K +$1.44K +12 New
BIA
534
Bell Investment Advisors
California
$1.32K -$957 -8 -42%
MCM
535
Manchester Capital Management
Vermont
$1.32K +$1.32K +11 New
WFA
536
West Financial Advisors
Iowa
$1.2K – – –
AF
537
Advisornet Financial
Minnesota
$1.2K +$1.2K +10 New
GI
538
Gradient Investments
Minnesota
$1.08K – – –
SFA
539
Semmax Financial Advisors
North Carolina
$1.05K +$1.05K +11 New
CTWM
540
Cherry Tree Wealth Management
Minnesota
$958 – – –
ZB
541
Zions Bancorporation
Utah
$957 +$479 +4 +100%
S
542
Sachetta
Massachusetts
$853 – – –
WPA
543
West Paces Advisors
Georgia
$837 +$239 +2 +40%
Jones Financial Companies
544
Jones Financial Companies
Missouri
$837 +$837 +7 New
PCMC
545
Planning Capital Management Corporation
Pennsylvania
$718 – – –
CTA
546
Colonial Trust Advisors
South Carolina
$718 – – –
PWMG
547
Prestige Wealth Management Group
New Jersey
$718 – – –
DWA
548
Delos Wealth Advisors
Texas
$718 +$239 +2 +50%
HCP
549
Hexagon Capital Partners
Arkansas
$598 -$3.47K -29 -85%
DF
550
Dunhill Financial
United Kingdom
$527 – – –
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