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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
OIM
626
Opus Investment Management
Massachusetts
-$1.94M -14,400 Closed
ECM
627
ExodusPoint Capital Management
New York
-$1.82M -13,524 Closed
AC
628
Asio Capital
Kentucky
-$1.35M -9,988 Closed
ACM
629
AlphaCrest Capital Management
New York
-$1.3M -9,666 Closed
BAM
630
Blueshift Asset Management
New Jersey
-$1.24M -9,201 Closed
Assenagon Asset Management
631
Assenagon Asset Management
Luxembourg
-$1.02M -7,537 Closed
AIC
632
Aurora Investment Counsel
Georgia
-$903K -6,699 Closed
APP
633
Alpha Paradigm Partners
Illinois
-$822K -6,095 Closed
RCAG
634
Rehmann Capital Advisory Group
Michigan
-$801K -5,940 Closed
DTL
635
Dynamic Technology Lab
Singapore
-$769K -5,702 Closed
Parallax Volatility Advisers
636
Parallax Volatility Advisers
California
-$693K -4,877 Closed
DILIC
637
Dai-ichi Life Insurance Company
Japan
-$561K -4,159 Closed
PI
638
PEAK6 Investments
Illinois
-$500K -3,514 Closed
BCM
639
Bayesian Capital Management
New York
-$468K -3,475 Closed
SWP
640
Stratos Wealth Partners
Ohio
-$457K -3,387 Closed
CT
641
Coastline Trust
Rhode Island
-$427K -3,170 Closed
IWC
642
Integrated Wealth Concepts
Massachusetts
-$416K -3,085 Closed
BA
643
Bridgewater Associates
Connecticut
-$401K -2,976 Closed
MFS
644
Mirabella Financial Services
United Kingdom
-$398K -2,890 Closed
FRM
645
Fox Run Management
Connecticut
-$388K -2,880 Closed
IP
646
Interval Partners
New York
-$384K -2,850 Closed
OPPTF
647
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$369K -2,651 Closed
CIBC Private Wealth Group
648
CIBC Private Wealth Group
Georgia
-$323K -2,393 Closed
CCG
649
Cypress Capital Group
Florida
-$321K -2,380 Closed
PAG
650
Private Advisor Group
New Jersey
-$303K -2,246 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.