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Whirlpool
WHR

Overview Fund Activity

602 hedge funds and large institutions have $6.83B invested in Whirlpool in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 192 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
-22
Holders Change %
-3.53%
% of All Funds
9.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
59
Increased
250
Reduced
192
Closed
76
Calls
$197M
Puts
$209M
Net Calls
-$12.9M
Net Calls Change
+$10.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$329M
2
Invesco
Invesco
Georgia
$261M
3
Stifel Financial
Stifel Financial
Missouri
$60.7M
4
CCM
Candlestick Capital Management
Connecticut
$37.4M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$26.4M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
$409K
2
GA
Greenhaven Associates
New York
$212M
3
State Street
State Street
Massachusetts
$366M
4
Millennium Management
Millennium Management
New York
$9.37M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
576
Spire Wealth Management
Virginia
$2.14K +$802 +6 +60%
MWM
577
Mascoma Wealth Management
New Hampshire
$2.14K +$2.14K +16 New
Legacy Financial Group (Iowa)
578
Legacy Financial Group (Iowa)
Iowa
$2.14K +$2.14K +16 New
SFG
579
Steward Financial Group
Texas
$2K +$2K +17 New
CB
580
Centennial Bank
Arkansas
$1.87K – – –
RG
581
Retirement Group
California
$1.87K – – –
NMG
582
New Millennium Group
Utah
$1.81K +$130 +1 +8%
BWM
583
Baystate Wealth Management
Massachusetts
$1.63K – – –
CT
584
Clearstead Trust
Maine
$1.6K +$1.6K +12 New
BF
585
BOK Financial
Oklahoma
$1.57K +$418 +4 +36%
LC
586
Lindbrook Capital
California
$1.47K -$134 -1 -8%
WFA
587
West Financial Advisors
Iowa
$1.34K – – –
NIC
588
Northwest Investment Counselors
Oregon
$1.34K +$1.34K +10 New
GI
589
Gradient Investments
Minnesota
$1.2K +$535 +4 +80%
CTWM
590
Cherry Tree Wealth Management
Minnesota
$1.07K – – –
MFT
591
Moisand Fitzgerald Tamayo
Florida
$803 – – –
PWMG
592
Prestige Wealth Management Group
New Jersey
$803 – – –
CTA
593
Colonial Trust Advisors
South Carolina
$802 – – –
PWA
594
Provenance Wealth Advisors
Florida
$802 +$802 +6 New
WPA
595
West Paces Advisors
Georgia
$669 – – –
DWA
596
Delos Wealth Advisors
Texas
$560 – – –
AWM
597
Abound Wealth Management
Tennessee
$543 – – –
ZB
598
Zions Bancorporation
Utah
$535 – – –
ECM
599
Everence Capital Management
Indiana
$421 – – –
SIC
600
SJS Investment Consulting
Ohio
$402 -$670 -5 -63%
22 23
24
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