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Whirlpool
WHR

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: 5 → 6 (+1)

14% more capital invested

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

11% more funds holding

Funds holding: 642 → 711 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Boston Partners
Boston Partners
Massachusetts
+$56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M
4
Capital International Investors
Capital International Investors
California
+$44.4M
5
PAM
Panagora Asset Management
Massachusetts
+$30.5M

Top Sellers

1
N
Nuveen
North Carolina
-$126M
2
Wells Fargo
Wells Fargo
California
-$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$41.1M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
626
CoreFirst Bank & Trust
Kansas
$26K – – –
EI
627
Ellevest Inc
New York
$26K +$22.4K +102 +1,020%
SIC
628
Salem Investment Counselors
North Carolina
$26K +$24.4K +111 New
TFS
629
TrustCore Financial Services
Tennessee
$25K -$3.29K -15 -12%
CFGS
630
Concourse Financial Group Securities
Alabama
$25K – – –
TCM
631
TD Capital Management
Tennessee
$25K +$220 +1 +1%
GWM
632
Geneos Wealth Management
Colorado
$24K -$4.83K -22 -17%
FF
633
FourThought Financial
Florida
$23K – – –
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K – – –
FCA
635
FinTrust Capital Advisors
South Carolina
$23K +$22K +100 New
FCT
636
First Community Trust
Iowa
$21.1K +$19.8K +90 New
MA
637
Montag & Associates
Georgia
$21K – – –
TC
638
Truvestments Capital
Florida
$20K – – –
TWA
639
TCI Wealth Advisors
Arizona
$19K +$1.54K +7 +9%
MWM
640
Mascoma Wealth Management
New Hampshire
$19K +$17.6K +80 New
FCB
641
First Command Bank
Texas
$18K – – –
HIA
642
Harbor Investment Advisory
Maryland
$18K – – –
BC
643
Burleson & Co
California
$17K +$220 +1 +1%
AF
644
Advisornet Financial
Minnesota
$14K -$12.7K -58 -49%
HFM
645
Hartford Financial Management
Connecticut
$14K – – –
JFA
646
JNBA Financial Advisors
Minnesota
$14K – – –
DAM
647
Delta Asset Management
Tennessee
$13K – – –
CFO
648
CVA Family Office
Colorado
$13K +$12.1K +55 New
HWA
649
HHM Wealth Advisors
Tennessee
$12K – – –
PCFFS
650
Pacific Center for Financial Services
California
$12K – – –
24 25
26
27 28

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.