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Whirlpool

617 hedge funds and large institutions have $7.03B invested in Whirlpool in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $259M | Put options by funds: $168M

1.43% more ownership

Funds ownership: 92.58%94.01% (+1.4%)

4% more capital invested

Capital invested by funds: $6.78B → $7.03B (+$249M)

4% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 84

2% less funds holding

Funds holding: 631617 (-14)

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
617
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
198
Reduced
240
Closed
84
Calls
$259M
Puts
$168M
Net Calls
+$91.6M
Net Calls Change
+$88M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
551
Hartford Financial Management
Connecticut
$8.21K
CTA
552
Colonial Trust Advisors
South Carolina
$8.21K +$8.25K +58 New
PTC
553
Private Trust Company
Ohio
$8K -$1.28K -9 -14%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$8K +$6.11K +43 +391%
HWA
555
HHM Wealth Advisors
Tennessee
$7.07K
JMF
556
Johnson Midwest Financial
Iowa
$7K +$142 +1 +2%
CAL
557
Capital Advisors Ltd
Ohio
$7K +$284 +2 +4%
MCC
558
Money Concepts Capital
Florida
$6.93K +$3.41K +24 +96%
ZIG
559
Zullo Investment Group
Pennsylvania
$6.13K
MWM
560
MinichMacGregor Wealth Management
New York
$5.96K +$5.97K +42 New
ETC
561
Exchange Traded Concepts
Oklahoma
$5.94K +$5.97K +42 New
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$5.8K
SC
563
SouthState Corp
Florida
$5.8K
NFSG
564
Newbridge Financial Services Group
Florida
$5.66K -$14.2K -100 -71%
EARNEST Partners
565
EARNEST Partners
Georgia
$5.23K
SWM
566
Spire Wealth Management
Virginia
$5K -$21K -148 -80%
BBHC
567
Brown Brothers Harriman & Co
New York
$4.38K -$5.4K -38 -55%
IGWM
568
ICA Group Wealth Management
Colorado
$4.24K +$4.27K +30 New
BWL
569
Bogart Wealth LLC
Virginia
$4.1K -$3.98K -28 -49%
SC
570
Schubert & Co
Texas
$4.1K +$711 +5 +21%
GFPC
571
Global Financial Private Client
Florida
$4.1K +$4.12K +29 New
TWA
572
TCI Wealth Advisors
Arizona
$3.96K
DFCM
573
Dark Forest Capital Management
Puerto Rico
$3.96K +$3.98K +28 New
AIA
574
Arcadia Investment Advisors
Idaho
$3.82K
BIA
575
Bell Investment Advisors
California
$3.82K +$1.56K +11 +69%

WHR Hedge Fund Activity: Q4 2022 in Review

617 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2022, worth a combined $7.03B — up 3.7% from $6.78B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of WHR and 81 opened new positions — a net loss of 3 holders — while 240 trimmed existing stakes and 198 added.

The largest buyer was Goldman Sachs, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $60.7M.

  • 617 institutional investors held Whirlpool (WHR) as of Q4 2022, down from 631 in Q3 2022.
  • Funds reported $7.03B of Whirlpool stock for Q4 2022, up 3.7% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q4 2022 and 84 closed out, a net change of -3 holders.
  • The largest Whirlpool buyer in Q4 2022 was Goldman Sachs, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2022 was Bank of New York Mellon, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2022.