Whirlpool
515 hedge funds and large institutions have $4.75B invested in Whirlpool in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 118 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 183
3% less call options, than puts
Call options by funds: $354M | Put options by funds: $364M
5.13% less ownership
Funds ownership: 90.25% → 85.12% (-5.1%)
8% less funds holding
Funds holding: 562 → 515 (-47)
19% less capital invested
Capital invested by funds: $5.88B → $4.75B (-$1.12B)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
34% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 118
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$96.6M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$34.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$30.5M |
| 4 |
RI
RWWM Inc
Rocklin,
California
|
+$28.8M |
| 5 |
Newport Trust Company
Washington,
District of Columbia
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lyrical Asset Management
New York
|
-$128M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$83.2M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$74.1M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$63.2M |
| 5 |
D.E. Shaw & Co
New York
|
-$57.3M |
WHR Hedge Fund Activity: Q2 2024 in Review
515 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2024, worth a combined $4.75B — down 19% from $5.88B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of WHR and 78 opened new positions — a net loss of 40 holders — while 183 trimmed existing stakes and 188 added.
The largest buyer was HighTower Advisors, adding an estimated $96.6M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $128M sold.
- 515 institutional investors held Whirlpool (WHR) as of Q2 2024, down from 562 in Q1 2024.
- Funds reported $4.75B of Whirlpool stock for Q2 2024, down 19% quarter-over-quarter.
- 78 funds opened new Whirlpool positions in Q2 2024 and 118 closed out, a net change of -40 holders.
- The largest Whirlpool buyer in Q2 2024 was HighTower Advisors, an estimated $96.6M added.
- The largest Whirlpool seller in Q2 2024 was Lyrical Asset Management, an estimated $128M sold.
Based on aggregated 13F filings for Q2 2024.