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Whirlpool

543 hedge funds and large institutions have $5.36B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99%84.81% (+2.8%)

2% more funds holding

Funds holding: 530543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
526
Heritage Wealth Advisors
Virginia
$916 +$110 +1 +14%
BA
527
Bellwether Advisors
Nebraska
$916 +$883 +8 New
DF
528
Dunhill Financial
United Kingdom
$851 +$221 +2 +40%
S
529
Sachetta
Massachusetts
$802
Allspring Global Investments
530
Allspring Global Investments
North Carolina
$764 -$2.1K -19 -73%
QC
531
Quent Capital
New York
$687 +$331 +3 +100%
CPG
532
Cornerstone Planning Group
New Jersey
$666 +$552 +5 New
WPA
533
West Paces Advisors
Georgia
$572
CSWM
534
Cassady Schiller Wealth Management
Ohio
$572 +$552 +5 New
OSNBOA
535
Old Second National Bank of Aurora
Illinois
$572 +$552 +5 New
SFGP
536
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$572 +$552 +5 New
MG
537
Mather Group
Illinois
$458 -$110 -1 -20%
BFPW
538
BOK Financial Private Wealth
Colorado
$458 +$441 +4 New
CAWM
539
Capital A Wealth Management
Pennsylvania
$229 +$221 +2 New
HI
540
Horizon Investments
North Carolina
$229 +$221 +2 New
CF
541
Collier Financial
Colorado
$138 +$110 +1 New
WBC
542
West Branch Capital
Massachusetts
$115
VCM
543
Versant Capital Management
Arizona
$114
PWA
544
Principia Wealth Advisory
Texas
$114 +$110 +1 New
FWIA
545
Fort Washington Investment Advisors
Ohio
-$17.7M -165,742 Closed
MG
546
Markel Group
Virginia
-$16.9M -157,619 Closed
SLAM
547
Swiss Life Asset Management
-$11.9M -111,390 Closed
Walleye Trading
548
Walleye Trading
New York
-$7.48M -67,830 Closed
Parallax Volatility Advisers
549
Parallax Volatility Advisers
California
-$6.03M -54,647 Closed
NCL
550
Nishkama Capital LLC
Puerto Rico
-$4.49M -41,964 Closed

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 holders.
  • The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2024.