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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
JMF
651
Johnson Midwest Financial
Iowa
$12K +$220 +1 +2%
FAG
652
Fortitude Advisory Group
Washington
$12K +$11K +50 New
ZIG
653
Zullo Investment Group
Pennsylvania
$12K +$11.4K +52 New
Manulife (Manufacturers Life Insurance)
654
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3K -$1.76M -8,013 -14%
CAL
655
Capital Advisors Ltd
Ohio
$11K -$76.6K -349 -88%
ADL
656
Asset Dedication LLC
California
$11K – – –
AP
657
Arlington Partners
Alabama
$11K +$9.88K +45 New
IAG
658
Investmark Advisory Group
Connecticut
$11K +$11K +50 New
FGAM
659
Financial Gravity Asset Management
Texas
$9.06K +$1.18M +5,366 +13,759%
EARNEST Partners
660
EARNEST Partners
Georgia
$9K – – –
NFSG
661
Newbridge Financial Services Group
Florida
$9K +$8.79K +40 New
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
GWS
663
Glassman Wealth Services
Virginia
$8K +$878 +4 +14%
EWA
664
EverSource Wealth Advisors
Alabama
$8K +$7.47K +34 New
VRS
665
Virginia Retirement Systems
Virginia
$7.7K -$264K -1,200 -4%
RFA
666
Reilly Financial Advisors
California
$7K – – –
SSB
667
Sandy Spring Bank
Maryland
$7K – – –
FPWM
668
FSB Premier Wealth Management
Iowa
$7K +$7.47K +34 New
AIA
669
Arcadia Investment Advisors
Idaho
$6.34K – – –
GWSG
670
GPS Wealth Strategies Group
Colorado
$6K – – –
TFO
671
Tarbox Family Office
California
$6K – – –
SWM
672
Selective Wealth Management
Virginia
$5K – – –
HR
673
Howe & Rusling
New York
$5K +$659 +3 +18%
LF
674
Lee Financial
Texas
$5K +$1.98K +9 +82%
CTB
675
Country Trust Bank
Illinois
$5K +$4.61K +21 New
25 26
27
28 29

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.