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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
SC
601
Sierra Capital
Florida
$1K
SA
602
SRH Advisors
Kansas
$1K
Lazard Asset Management
603
Lazard Asset Management
New York
$1K +$569 +4 +57%
LC
604
Lindbrook Capital
California
$849 -$5.12K -36 -86%
DI
605
Disciplined Investments
Oklahoma
$849 -$284 -2 -25%
MFT
606
Moisand Fitzgerald Tamayo
Florida
$849
PWMG
607
Prestige Wealth Management Group
New Jersey
$849
EBA
608
Eagle Bay Advisors
New York
$707
WPA
609
West Paces Advisors
Georgia
$707
HCM
610
Hollencrest Capital Management
California
$707 +$711 +5 New
DWA
611
Delos Wealth Advisors
Texas
$566
ZB
612
Zions Bancorporation
Utah
$566
ECM
613
Everence Capital Management
Indiana
$446
AWM
614
Abound Wealth Management
Tennessee
$430
TWD
615
True Wealth Design
Ohio
$424 +$427 +3 New
WIM
616
Westside Investment Management
California
$376 -$59.7K -420 -14%
MYAM
617
Meiji Yasuda Asset Management
Japan
$217 -$7.11K -50 -3%
AAF
618
Andra AP-fonden
Sweden
-$6.75M -50,100 Closed
TSW
619
Thompson Siegel & Walmsley
Virginia
-$6.15M -45,602 Closed
NCM
620
Novare Capital Management
North Carolina
-$5.67M -42,057 Closed
Mirae Asset Global Investments
621
Mirae Asset Global Investments
South Korea
-$3.78M -28,021 Closed
N
622
Natixis
France
-$3.46M -25,671 Closed
RPI
623
Railway Pension Investments
United Kingdom
-$2.7M -20,000 Closed
PHK
624
Point72 Hong Kong
Hong Kong
-$2.1M -15,604 Closed
MLM
625
Mount Lucas Management
Pennsylvania
-$1.95M -14,464 Closed

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.