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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
KFS
676
Kelly Financial Services
Massachusetts
$4.46K – – –
SC
677
Stephens Consulting
Michigan
$4.46K +$4.17K +19 New
RA
678
Rise Advisors
New York
$4.04K +$3.73K +17 New
AP
679
Atwood & Palmer
Missouri
$4K – – –
BIA
680
Bell Investment Advisors
California
$4K – – –
COCM
681
Charter Oak Capital Management
New Hampshire
$4K – – –
CT
682
Cambridge Trust
Massachusetts
$4K +$3.51K +16 New
JWA
683
JFS Wealth Advisors
Pennsylvania
$4K +$3.51K +16 New
AWA
684
Amplius Wealth Advisors
Pennsylvania
$4K +$4.17K +19 New
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$3K -$1.32K -6 -35%
BWM
686
Baystate Wealth Management
Massachusetts
$3K – – –
FPS
687
Fieldpoint Private Securities
Connecticut
$3K – – –
RG
688
Retirement Group
California
$3K – – –
ZB
689
Zions Bancorporation
Utah
$3K +$659 +3 +27%
HS
690
Horan Securities
United States
$3K +$2.63K +12 New
SC
691
Schubert & Co
Texas
$3K +$2.63K +12 New
KFP
692
KB Financial Partners
New Jersey
$3K +$3.08K +14 New
SWA
693
Sutton Wealth Advisors
Florida
$2.82K +$1.32K +6 +100%
DFCM
694
Dark Forest Capital Management
Puerto Rico
$2K -$48.5K -221 -97%
EBA
695
Eagle Bay Advisors
New York
$2K -$1.98K -9 -50%
VCM
696
Versant Capital Management
Arizona
$2K – – –
WFA
697
West Financial Advisors
Iowa
$2K – – –
CCA
698
Column Capital Advisors
Indiana
$2K +$1.54K +7 New
MSFP
699
Mark Sheptoff Financial Planning
Connecticut
$2K +$1.54K +7 New
CT
700
Caldwell Trust
Florida
$1.17K +$1.1K +5 New
26 27
28
29 30

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.