We are live on ! Find out more
WHR icon

Whirlpool
WHR

711 hedge funds and large institutions have $13.4B invested in Whirlpool in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 211 increasing their positions, 260 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 64

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $11.7B → $13.4B (+$1.68B)

11% more funds holding

Funds holding: 642 → 711 (+69)

2.5% more ownership

Funds ownership: 91.99% → 94.49% (+2.5%)

19% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 260

31% less call options, than puts

Call options by funds: $251M | Put options by funds: $367M

Holders
711
Holders Change
+69
Holders Change %
+10.75%
% of All Funds
10.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
141
Increased
211
Reduced
260
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Boston Partners
Boston Partners
Massachusetts
+$56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M
4
Capital International Investors
Capital International Investors
California
+$44.4M
5
PAM
Panagora Asset Management
Massachusetts
+$30.5M

Top Sellers

1
N
Nuveen
North Carolina
-$126M
2
Wells Fargo
Wells Fargo
California
-$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$41.1M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
551
Northwestern Mutual Wealth Management
Wisconsin
$210K -$96.2K -438 -33%
EH
552
Equitable Holdings
New York
$209K +$195K +889 New
CMI
553
Clare Market Investments
Texas
$204K +$191K +870 New
MS
554
Maven Securities
Jersey
$204K +$191K +869 New
Walleye Trading
555
Walleye Trading
New York
$203K +$190K +866 New
ETM
556
Euclidean Technologies Management
Washington
$200K +$188K +854 New
NSB
557
Norway Savings Bank
Maine
$199K – – –
AssetMark Inc
558
AssetMark Inc
California
$198K -$3.08K -14 -2%
Bessemer Group
559
Bessemer Group
New Jersey
$196K -$3.68M -16,762 -95%
CA
560
Clearstead Advisors
Ohio
$196K -$2.42K -11 -1%
MME
561
Meag Munich Ergo
Germany
$190K – – –
AIP
562
Ameritas Investment Partners
Nebraska
$187K -$25.9K -118 -13%
SSC
563
Syverson Strege & Co
Iowa
$175K -$36.5K -166 -18%
MA
564
MUFG Americas
New York
$167K – – –
WI
565
Wahed Invest
New York
$167K +$156K +710 New
AS
566
Altshuler Shaham
Israel
$158K +$27.7K +126 +23%
FWM
567
Focused Wealth Management
New York
$147K +$137K +625 New
QC
568
Quent Capital
New York
$146K +$137K +624 New
PFBT
569
Parkside Financial Bank & Trust
Missouri
$144K -$21.3K -97 -14%
DMBA
570
Deseret Mutual Benefit Administrators
Utah
$138K – – –
ICM
571
Islay Capital Management
Texas
$136K +$127K +580 New
WT
572
Washington Trust
Rhode Island
$133K +$87.8K +400 +242%
SWM
573
Spire Wealth Management
Virginia
$131K +$20K +91 +18%
WT
574
Whittier Trust
California
$126K – – –
MCM
575
MV Capital Management
Maryland
$120K +$109K +495 +2,912%
21 22
23
24 25

WHR Hedge Fund Activity: Q4 2021 in Review

711 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2021, worth a combined $13.4B — up 14% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WHR positions and 64 closed out — a net gain of 77 holders — while 211 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was Nuveen, cutting an estimated $126M.

  • 711 institutional investors held Whirlpool (WHR) as of Q4 2021, up from 642 in Q3 2021.
  • Funds reported $13.4B of Whirlpool stock for Q4 2021, up 14% quarter-over-quarter.
  • 141 funds opened new Whirlpool positions in Q4 2021 and 64 closed out, a net change of +77 holders.
  • The largest Whirlpool buyer in Q4 2021 was Fidelity Investments, an estimated $147M added.
  • The largest Whirlpool seller in Q4 2021 was Nuveen, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2021.