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Whirlpool

711 hedge funds and large institutions have $13.4B invested in Whirlpool in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 211 increasing their positions, 260 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 64

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $11.7B → $13.4B (+$1.68B)

11% more funds holding

Funds holding: 642711 (+69)

2.5% more ownership

Funds ownership: 91.99%94.49% (+2.5%)

19% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 260

31% less call options, than puts

Call options by funds: $251M | Put options by funds: $367M

Holders
711
Holders Change
+69
Holders Change %
+10.75%
% of All Funds
10.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
141
Increased
211
Reduced
260
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
601
National Bank of Canada
Quebec, Canada
$61K +$57.8K +263 New
Koshinski Asset Management
602
Koshinski Asset Management
Illinois
$53K -$8.79K -40 -15%
Capstone Investment Advisors
603
Capstone Investment Advisors
New York
$49K -$686K -3,124 -94%
DA
604
Denali Advisors
California
$47K
TCWM
605
Total Clarity Wealth Management
Illinois
$47K
PFGIA
606
Patriot Financial Group Insurance Agency
Massachusetts
$46K
Optiver Holding
607
Optiver Holding
Netherlands
$44K +$40.8K +186 New
NIM
608
NuWave Investment Management
New Jersey
$42K +$39.5K +180 New
PFA
609
Professional Financial Advisors
Nebraska
$40K
APP
610
Alpha Paradigm Partners
Illinois
$38K +$35.6K +162 New
TWC
611
TD Waterhouse Canada
Ontario, Canada
$37.8K +$34.7K +158 New
KA
612
Kozak & Associates
Colorado
$37K +$220 +1 +0.5%
BFC
613
Bedel Financial Consulting
Indiana
$36K -$2.2K -10 -6%
WB
614
Webster Bank
Connecticut
$36K
EWM
615
Edge Wealth Management
New York
$35K +$220 +1 +0.7%
APA
616
American Portfolios Advisors
New York
$34.9K
CWP
617
Concord Wealth Partners
Virginia
$34K +$32.1K +146 New
OIA
618
Optimum Investment Advisors
Illinois
$33K
BA
619
Bivin & Associates
Oklahoma
$33K +$30.7K +140 New
TPCW
620
TD Private Client Wealth
New York
$31.7K
A
621
AustralianSuper
Australia
$31K -$2.99M -13,636 -10%
CCC
622
Crescent Capital Consulting
Louisiana
$31K
HI
623
Hudock Inc
Pennsylvania
$30K
HI
624
Harbour Investments
Wisconsin
$27K -$3.02M -13,733 -99%
ATC
625
Adirondack Trust Company
New York
$26K

WHR Hedge Fund Activity: Q4 2021 in Review

711 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2021, worth a combined $13.4B — up 14% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new WHR positions and 64 closed out — a net gain of 77 holders — while 211 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was Nuveen, cutting an estimated $126M.

  • 711 institutional investors held Whirlpool (WHR) as of Q4 2021, up from 642 in Q3 2021.
  • Funds reported $13.4B of Whirlpool stock for Q4 2021, up 14% quarter-over-quarter.
  • 141 funds opened new Whirlpool positions in Q4 2021 and 64 closed out, a net change of +77 holders.
  • The largest Whirlpool buyer in Q4 2021 was Fidelity Investments, an estimated $147M added.
  • The largest Whirlpool seller in Q4 2021 was Nuveen, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2021.