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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
RTL
576
Red Tortoise LLC
Georgia
$3.82K +$3.84K +27 New
GWS
577
Glassman Wealth Services
Virginia
$3.54K -$3.56K -25 -50%
CWP
578
Concord Wealth Partners
Virginia
$3.11K +$3.13K +22 New
CFD
579
Creative Financial Designs
Indiana
$2.97K
JWA
580
JFS Wealth Advisors
Pennsylvania
$2.97K
ATC
581
Adirondack Trust Company
New York
$2.83K -$15.6K -110 -85%
HWMA
582
Heritage Wealth Management (Arizona)
Arizona
$2.83K +$2.84K +20 New
KFS
583
Kelly Financial Services
Massachusetts
$2.69K
RA
584
Rise Advisors
New York
$2.54K
AP
585
Atwood & Palmer
Missouri
$2.4K
BWM
586
Baystate Wealth Management
Massachusetts
$2K
KFP
587
KB Financial Partners
New Jersey
$2K
RG
588
Retirement Group
California
$2K +$1.99K +14 New
PPC
589
Park Place Capital
Alabama
$2K +$2.27K +16 New
SIC
590
SJS Investment Consulting
Ohio
$1.98K +$569 +4 +40%
AF
591
Advisornet Financial
Minnesota
$1.98K +$1.85K +13 +1,300%
CB
592
Centennial Bank
Arkansas
$1.98K +$1.99K +14 New
NMG
593
New Millennium Group
Utah
$1.89K
HS
594
Horan Securities
United States
$1.7K
VCM
595
Versant Capital Management
Arizona
$1.42K
WFA
596
West Financial Advisors
Iowa
$1.42K
SIC
597
Salem Investment Counselors
North Carolina
$1.27K
MRCM
598
M&R Capital Management
New Jersey
$1.15K +$1.14K +8 New
MPCL
599
My Personal CFO LLC
Washington
$1.13K +$1.14K +8 New
BA
600
Bellwether Advisors
Nebraska
$1.13K

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.