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Whirlpool
WHR

Overview Fund Activity

707 hedge funds and large institutions have $13.4B invested in Whirlpool in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 211 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+68
Holders Change %
+10.64%
% of All Funds
10.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
140
Increased
211
Reduced
258
Closed
64
Calls
$251M
Puts
$367M
Net Calls
-$115M
Net Calls Change
-$10.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$836M
2
Boston Partners
Boston Partners
Massachusetts
$413M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$181M
4
Capital International Investors
Capital International Investors
California
$503M
5
PAM
Panagora Asset Management
Massachusetts
$33.6M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$171M
2
Wells Fargo
Wells Fargo
California
$32.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.71B
4
CGM
Capital Growth Management
Massachusetts
$0
5
AQR Capital Management
AQR Capital Management
Connecticut
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
676
Atwood & Palmer
Missouri
$4K – – –
COCM
677
Charter Oak Capital Management
New Hampshire
$4K – – –
BIA
678
Bell Investment Advisors
California
$4K – – –
CT
679
Cambridge Trust
Massachusetts
$4K +$4K +16 New
JWA
680
JFS Wealth Advisors
Pennsylvania
$4K +$4K +16 New
AWA
681
Amplius Wealth Advisors
Pennsylvania
$4K +$4K +19 New
MPWT
682
MassMutual Private Wealth & Trust
Connecticut
$3K -$1.64K -6 -35%
BWM
683
Baystate Wealth Management
Massachusetts
$3K – – –
FPS
684
Fieldpoint Private Securities
Connecticut
$3K – – –
RG
685
Retirement Group
California
$3K – – –
ZB
686
Zions Bancorporation
Utah
$3K +$643 +3 +27%
SC
687
Schubert & Co
Texas
$3K +$3K +12 New
HS
688
Horan Securities
United States
$3K +$3K +12 New
KFP
689
KB Financial Partners
New Jersey
$3K +$3K +14 New
SWA
690
Sutton Wealth Advisors
Florida
$2.82K +$1.41K +6 +100%
DFCM
691
Dark Forest Capital Management
Puerto Rico
$2K -$63.1K -221 -97%
EBA
692
Eagle Bay Advisors
New York
$2K -$2K -9 -50%
VCM
693
Versant Capital Management
Arizona
$2K – – –
WFA
694
West Financial Advisors
Iowa
$2K – – –
MSFP
695
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +7 New
CCA
696
Column Capital Advisors
Indiana
$2K +$2K +7 New
PWMG
697
Prestige Wealth Management Group
New Jersey
$1K – – –
BA
698
Bellwether Advisors
Nebraska
$1K – – –
S
699
Surevest
California
$1K +$1K +3 New
LC
700
Lindbrook Capital
California
$1K +$500 +3 +100%
26 27
28
29 30