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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
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$2K +$608 +3 +27%
LC
652
Lindbrook Capital
California
$2K +$811 +4 +67%
BCMLT
653
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$2.03K +10 New
BAM
654
Byrne Asset Management
New Jersey
$2K +$2.03K +10 New
DI
655
Disciplined Investments
Oklahoma
$2K +$2.63K +13 New
AWM
656
Atticus Wealth Management
Florida
$2K +$2.84K +14 New
TAM
657
Tucker Asset Management
Colorado
$1.55K +$1.82K +9 New
SWA
658
Sutton Wealth Advisors
Florida
$1.04K -$1.22K -6 -50%
TFO
659
Tarbox Family Office
California
$1K -$3.85K -19 -79%
BA
660
Bellwether Advisors
Nebraska
$1K
MSFP
661
Mark Sheptoff Financial Planning
Connecticut
$1K
PWMG
662
Prestige Wealth Management Group
New Jersey
$1K
SC
663
Sierra Capital
Florida
$1K
S
664
Surevest
California
$1K
SIS
665
Sound Income Strategies
Florida
$1K +$608 +3 New
BONH
666
Bank of New Hampshire
New Hampshire
$1K +$1.62K +8 New
SIC
667
SJS Investment Consulting
Ohio
$1K +$1.82K +9 New
CT
668
Caldwell Trust
Florida
$864
WPA
669
West Paces Advisors
Georgia
$864 +$1.01K +5 New
WIM
670
Westside Investment Management
California
$533
IP
671
Interval Partners
New York
-$9.51M -40,514 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
672
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.45M -40,271 Closed
LSA
673
L & S Advisors
California
-$5.38M -22,914 Closed
MCM
674
Moore Capital Management
New York
-$4.35M -18,533 Closed
Parallax Volatility Advisers
675
Parallax Volatility Advisers
California
-$3.74M -18,430 Closed

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.