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Whirlpool

671 hedge funds and large institutions have $9.68B invested in Whirlpool in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 270 increasing their positions, 224 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 224

1.54% more ownership

Funds ownership: 94.49%96.03% (+1.5%)

6% more call options, than puts

Call options by funds: $283M | Put options by funds: $266M

6% less funds holding

Funds holding: 711671 (-40)

27% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 111

28% less capital invested

Capital invested by funds: $13.4B → $9.68B (-$3.72B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
10.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
270
Reduced
224
Closed
111
Calls
$283M
Puts
$266M
Net Calls
+$16.9M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$5K +$2.23K +11 +69%
COCM
627
Charter Oak Capital Management
New Hampshire
$5K +$2.84K +14 +82%
MCC
628
Money Concepts Capital
Florida
$5K +$6.08K +30 New
AIA
629
Arcadia Investment Advisors
Idaho
$4.67K
CFO
630
CVA Family Office
Colorado
$4K -$6.08K -30 -55%
EWA
631
EverSource Wealth Advisors
Alabama
$4K -$2.03K -10 -29%
GWS
632
Glassman Wealth Services
Virginia
$4K -$1.22K -6 -19%
SWM
633
Selective Wealth Management
Virginia
$4K
UFF
634
USA Financial Formulas
Michigan
$4K +$4.46K +22 New
CI
635
Cordant Inc
Oregon
$4K +$4.86K +24 New
KFS
636
Kelly Financial Services
Massachusetts
$3.28K
SIC
637
Salem Investment Counselors
North Carolina
$3K -$19.3K -95 -86%
AP
638
Atwood & Palmer
Missouri
$3K
HR
639
Howe & Rusling
New York
$3K
RA
640
Rise Advisors
New York
$3K
GKIM
641
GW&K Investment Management
Massachusetts
$3K +$3.45K +17 New
SCA
642
Stonebridge Capital Advisors
Minnesota
$3K +$3.45K +17 New
PAG
643
Paladin Advisory Group
Iowa
$3K +$4.66K +23 New
SC
644
Schubert & Co
Texas
$2K -$203 -1 -8%
BWM
645
Baystate Wealth Management
Massachusetts
$2K
HS
646
Horan Securities
United States
$2K
KFP
647
KB Financial Partners
New Jersey
$2K
RG
648
Retirement Group
California
$2K
VCM
649
Versant Capital Management
Arizona
$2K
WFA
650
West Financial Advisors
Iowa
$2K

WHR Hedge Fund Activity: Q1 2022 in Review

671 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2022, worth a combined $9.68B — down 28% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WHR and 81 opened new positions — a net loss of 30 holders — while 224 trimmed existing stakes and 270 added.

The largest buyer was Goldman Sachs, adding an estimated $77.4M. The largest seller was Capital International Investors, cutting an estimated $259M.

  • 671 institutional investors held Whirlpool (WHR) as of Q1 2022, down from 711 in Q4 2021.
  • Funds reported $9.68B of Whirlpool stock for Q1 2022, down 28% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q1 2022 and 111 closed out, a net change of -30 holders.
  • The largest Whirlpool buyer in Q1 2022 was Goldman Sachs, an estimated $77.4M added.
  • The largest Whirlpool seller in Q1 2022 was Capital International Investors, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2022.