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Whirlpool
WHR

Overview Fund Activity

707 hedge funds and large institutions have $13.4B invested in Whirlpool in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 211 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+68
Holders Change %
+10.64%
% of All Funds
10.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
140
Increased
211
Reduced
258
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$157M
2
Boston Partners
Boston Partners
Massachusetts
+$59.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$56.6M
4
Capital International Investors
Capital International Investors
California
+$47.5M
5
PAM
Panagora Asset Management
Massachusetts
+$32.6M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$135M
2
Wells Fargo
Wells Fargo
California
-$45.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$43.9M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
626
TrustCore Financial Services
Tennessee
$25K -$3.54K -15 -12%
CFGS
627
Concourse Financial Group Securities
Alabama
$25K – – –
TCM
628
TD Capital Management
Tennessee
$25K +$238 +1 +1%
GWM
629
Geneos Wealth Management
Colorado
$24K -$5.08K -22 -17%
FF
630
FourThought Financial
Florida
$23K – – –
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K – – –
FCA
632
FinTrust Capital Advisors
South Carolina
$23K +$23K +100 New
FCT
633
First Community Trust
Iowa
$21.1K +$21.1K +90 New
MA
634
Montag & Associates
Georgia
$21K – – –
TC
635
Truvestments Capital
Florida
$20K – – –
TWA
636
TCI Wealth Advisors
Arizona
$19K +$1.64K +7 +9%
MWM
637
Mascoma Wealth Management
New Hampshire
$19K +$19K +80 New
HIA
638
Harbor Investment Advisory
Maryland
$18K – – –
FCB
639
First Command Bank
Texas
$18K – – –
BC
640
Burleson & Co
California
$17K +$239 +1 +1%
AF
641
Advisornet Financial
Minnesota
$14K -$13.5K -58 -49%
HFM
642
Hartford Financial Management
Connecticut
$14K – – –
JFA
643
JNBA Financial Advisors
Minnesota
$14K – – –
DAM
644
Delta Asset Management
Tennessee
$13K – – –
CFO
645
CVA Family Office
Colorado
$13K +$13K +55 New
PCFFS
646
Pacific Center for Financial Services
California
$12K – – –
HWA
647
HHM Wealth Advisors
Tennessee
$12K – – –
JMF
648
Johnson Midwest Financial
Iowa
$12K +$235 +1 +2%
FAG
649
Fortitude Advisory Group
Washington
$12K +$12K +50 New
ZIG
650
Zullo Investment Group
Pennsylvania
$12K +$12K +52 New
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