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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
XT
651
XTX Topco
Cayman Islands
-$301K -2,236 Closed
WTB
652
Washington Trust Bank
Washington
-$296K -2,197 Closed
GLA
653
Great Lakes Advisors
Illinois
-$283K -2,101 Closed
TCOO
654
Trust Company of Oklahoma
Oklahoma
-$275K -2,040 Closed
SW
655
SteelPeak Wealth
California
-$270K -2,000 Closed
QCM
656
Quantinno Capital Management
New York
-$262K -1,944 Closed
BC
657
Bridgefront Capital
Texas
-$257K -1,910 Closed
GIM
658
Groesbeck Investment Management
New Jersey
-$275K -1,777 Closed
RWM
659
Ritholtz Wealth Management
New York
-$240K -1,777 Closed
Lido Advisors
660
Lido Advisors
California
-$232K -1,722 Closed
IAA
661
Independent Advisor Alliance
North Carolina
-$225K -1,666 Closed
FT
662
Fiduciary Trust
Massachusetts
-$215K -1,597 Closed
PCM
663
Prelude Capital Management
New York
-$214K -1,589 Closed
CI Investments Inc
664
CI Investments Inc
Ontario, Canada
-$226K -1,587 -100%
ALAM
665
Asahi Life Asset Management
Japan
-$155K -1,150 Closed
HIIFS
666
Harel Insurance Investments & Financial Services
Israel
-$138K -1,000 Closed
CIM
667
Chiron Investment Management
New York
-$111K -825 Closed
AS
668
Altshuler Shaham
Israel
-$105K -760 Closed
DBG
669
De Burlo Group
Massachusetts
-$80.9K -600 Closed
MA
670
MUFG Americas
New York
-$81K -600 Closed
AA
671
AlphaCentric Advisors
Puerto Rico
-$79K -585 Closed
WB
672
West Bancorporation
Iowa
-$50K -373 Closed
SIM
673
Sentry Investment Management
Wisconsin
-$48K -354 Closed
MTIC
674
Missouri Trust & Investment Company
Missouri
-$47K -350 Closed
T
675
TOBAM
France
-$30K -221 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.