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Whirlpool
WHR

530 hedge funds and large institutions have $4.82B invested in Whirlpool in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 62

3% more funds holding

Funds holding: 515 → 530 (+15)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

1% more capital invested

Capital invested by funds: $4.75B → $4.82B (+$62.6M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.12% less ownership

Funds ownership: 85.12% → 81.99% (-3.1%)

21% less call options, than puts

Call options by funds: $237M | Put options by funds: $301M

Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
7.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
80
Increased
195
Reduced
178
Closed
62
Calls
$237M
Puts
$301M
Net Calls
-$64.1M
Net Calls Change
-$53.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$34.6M
2
N
Nuveen
North Carolina
+$33.8M
3
Capital World Investors
Capital World Investors
California
+$29.3M
4
Charles Schwab
Charles Schwab
California
+$26M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$16.8M

Top Sellers

1
F
FIFTHDELTA
United Kingdom
-$43.6M
2
Invesco
Invesco
Georgia
-$38M
3
Millennium Management
Millennium Management
New York
-$30.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.5M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
576
EntryPoint Capital
New York
– -$91.7K -897 Closed
NFSG
577
Newbridge Financial Services Group
Florida
– -$61.3K -600 Closed
GA
578
GoalVest Advisory
New York
– -$52.4K -513 Closed
ATPW
579
Ashton Thomas Private Wealth
Arizona
– -$32.3K -316 Closed
AT
580
Arlington Trust
Alabama
– -$30.7K -300 Closed
RWMG
581
Redwood Wealth Management Group
New Jersey
– -$24.7K -242 Closed
RS
582
Rakuten Securities
Japan
– -$14.5K -142 Closed
TFF
583
The Family Firm
Maryland
– -$14.2K -139 Closed
ETS
584
ESL Trust Services
New York
– -$2.66K -26 Closed
WIA
585
Wetzel Investment Advisors
Indiana
– -$2.27K -19 Closed
FW
586
Fairway Wealth
Ohio
– -$1.12K -11 Closed
CPG
587
Cornerstone Planning Group
New Jersey
– -$840 -9 Closed
IC
588
Innealta Capital
Texas
– -$920 -9 Closed
CTWM
589
Cherry Tree Wealth Management
Minnesota
– -$818 -8 Closed
DWA
590
Delos Wealth Advisors
Texas
– -$614 -6 Closed
PCMC
591
Planning Capital Management Corporation
Pennsylvania
– -$614 -6 Closed
GI
592
Gradient Investments
Minnesota
– -$511 -5 Closed
GLR
593
Great Lakes Retirement
Ohio
– -$511 -5 Closed
20 21 22 23
24

WHR Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2024, worth a combined $4.82B — up 1.3% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WHR positions and 62 closed out — a net gain of 18 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was BlackRock, adding an estimated $34.6M. The largest seller was FIFTHDELTA, exiting entirely with an estimated $43.6M sold.

  • 530 institutional investors held Whirlpool (WHR) as of Q3 2024, up from 515 in Q2 2024.
  • Funds reported $4.82B of Whirlpool stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 80 funds opened new Whirlpool positions in Q3 2024 and 62 closed out, a net change of +18 holders.
  • The largest Whirlpool buyer in Q3 2024 was BlackRock, an estimated $34.6M added.
  • The largest Whirlpool seller in Q3 2024 was FIFTHDELTA, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2024.