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Whirlpool

671 hedge funds and large institutions have $9.68B invested in Whirlpool in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 270 increasing their positions, 224 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 224

1.54% more ownership

Funds ownership: 94.49%96.03% (+1.5%)

6% more call options, than puts

Call options by funds: $283M | Put options by funds: $266M

6% less funds holding

Funds holding: 711671 (-40)

27% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 111

28% less capital invested

Capital invested by funds: $13.4B → $9.68B (-$3.72B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
10.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
270
Reduced
224
Closed
111
Calls
$283M
Puts
$266M
Net Calls
+$16.9M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
576
TD Waterhouse Canada
Ontario, Canada
$24.8K -$2.84K -14 -9%
OIA
577
Optimum Investment Advisors
Illinois
$24K
A
578
AustralianSuper
Australia
$22.6K +$288K +1,419 +1%
DCM
579
Dupont Capital Management
Delaware
$22K -$34.9K -172 -57%
LWCFA
580
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K +$5.88K +29 +29%
BC
581
Bartlett & Co
Ohio
$22K +$25.5K +126 New
BCWM
582
Bartlett & Co Wealth Management
Ohio
$21.8K +$25.5K +126 New
CWP
583
Concord Wealth Partners
Virginia
$20K -$6.08K -30 -21%
ATC
584
Adirondack Trust Company
New York
$19K
CBT
585
CoreFirst Bank & Trust
Kansas
$19K
CFGS
586
Concourse Financial Group Securities
Alabama
$18K
TFS
587
TrustCore Financial Services
Tennessee
$18K
MWM
588
Mascoma Wealth Management
New Hampshire
$18K +$5.47K +27 +34%
CT
589
Cambridge Trust
Massachusetts
$18K +$17.4K +86 +538%
FF
590
FourThought Financial
Florida
$17K
FCT
591
First Community Trust
Iowa
$16K
NFSG
592
Newbridge Financial Services Group
Florida
$16K +$10.1K +50 +125%
MA
593
Montag & Associates
Georgia
$15K
HI
594
Hudock Inc
Pennsylvania
$13K -$10.1K -50 -38%
HIA
595
Harbor Investment Advisory
Maryland
$13K
ADL
596
Asset Dedication LLC
California
$13K +$6.08K +30 +63%
BC
597
Burleson & Co
California
$12K +$203 +1 +1%
RTC
598
Riverview Trust Company
Washington
$12K +$14.4K +71 New
UCB
599
United Community Bank
South Carolina
$11.2K +$13.2K +65 New
AF
600
Advisornet Financial
Minnesota
$11K +$1.01K +5 +8%

WHR Hedge Fund Activity: Q1 2022 in Review

671 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2022, worth a combined $9.68B — down 28% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WHR and 81 opened new positions — a net loss of 30 holders — while 224 trimmed existing stakes and 270 added.

The largest buyer was Goldman Sachs, adding an estimated $77.4M. The largest seller was Capital International Investors, cutting an estimated $259M.

  • 671 institutional investors held Whirlpool (WHR) as of Q1 2022, down from 711 in Q4 2021.
  • Funds reported $9.68B of Whirlpool stock for Q1 2022, down 28% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q1 2022 and 111 closed out, a net change of -30 holders.
  • The largest Whirlpool buyer in Q1 2022 was Goldman Sachs, an estimated $77.4M added.
  • The largest Whirlpool seller in Q1 2022 was Capital International Investors, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2022.