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Whirlpool
WHR

Overview Fund Activity

580 hedge funds and large institutions have $6.16B invested in Whirlpool in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 168 increasing their positions, 241 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
-22
Holders Change %
-3.65%
% of All Funds
8.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
96
Increased
168
Reduced
241
Closed
110
Calls
$324M
Puts
$225M
Net Calls
+$98.8M
Net Calls Change
+$112M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$248M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$111M
3
Squarepoint
3
Squarepoint
New York
$98.9M
4
Millennium Management
4
Millennium Management
New York
$64M
5
Invesco
5
Invesco
Georgia
$276M

Top Sellers

1
GA
1
Greenhaven Associates
New York
$0
2
BlackRock
2
BlackRock
New York
$606M
3
Boston Partners
3
Boston Partners
Massachusetts
$257M
4
CCM
4
Candlestick Capital Management
Connecticut
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
551
Centennial Bank
Arkansas
$1.71K – – –
NMG
552
New Millennium Group
Utah
$1.66K – – –
QC
553
Quent Capital
New York
$1.62K +$1.62K +13 New
CT
554
Clearstead Trust
Maine
$1.46K – – –
RFG
555
RFP Financial Group
Georgia
$1.46K +$1.46K +12 New
WFA
556
West Financial Advisors
Iowa
$1.22K – – –
GI
557
Gradient Investments
Minnesota
$1.1K – – –
CTWM
558
Cherry Tree Wealth Management
Minnesota
$975 – – –
S
559
Sachetta
Massachusetts
$853 +$853 +7 New
CTA
560
Colonial Trust Advisors
South Carolina
$731 – – –
PWMG
561
Prestige Wealth Management Group
New Jersey
$731 – – –
PWA
562
Provenance Wealth Advisors
Florida
$731 – – –
PCMC
563
Planning Capital Management Corporation
Pennsylvania
$731 +$731 +6 New
PWMG
564
Private Wealth Management Group
New Jersey
$731 +$731 +6 New
WPA
565
West Paces Advisors
Georgia
$609 – – –
AWM
566
Abound Wealth Management
Tennessee
$497 – – –
DWA
567
Delos Wealth Advisors
Texas
$488 – – –
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$488 +$488 +4 New
ZB
569
Zions Bancorporation
Utah
$487 – – –
DF
570
Dunhill Financial
United Kingdom
$452 +$452 +4 New
Kayne Anderson Rudnick Investment Management
571
Kayne Anderson Rudnick Investment Management
California
$365 – – –
AFWM
572
Abich Financial Wealth Management
Virginia
$365 +$365 +3 New
VWA
573
Valued Wealth Advisors
Utah
$285 +$285 +2 New
TWD
574
True Wealth Design
Ohio
$244 – – –
AIMA
575
Ables Iannone Moore & Associates
Georgia
$244 +$244 +2 New
21 22
23
24 25