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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
MIFH
676
Migdal Insurance & Financial Holdings
Israel
-$27K -198 Closed
PFA
677
Professional Financial Advisors
Nebraska
-$23K -169 Closed
OIA
678
Optimum Investment Advisors
Illinois
-$19K -141 Closed
PB
679
Pinnacle Bancorp
Nebraska
-$12K -91 Closed
HI
680
Hudock Inc
Pennsylvania
-$10K -81 Closed
IAIM
681
Industrial Alliance Investment Management
Quebec, Canada
-$10K -74 Closed
EI
682
Ellevest Inc
New York
-$9K -65 Closed
LF
683
Lee Financial
Texas
-$7K -49 Closed
QC
684
Quent Capital
New York
-$6K -46 Closed
IWP
685
IAG Wealth Partners
Wisconsin
-$6K -43 Closed
EW
686
Evoke Wealth
California
-$5K -40 Closed
AP
687
Arlington Partners
Alabama
-$5K -35 Closed
M1FG
688
Mach-1 Financial Group
Arkansas
-$4K -30 Closed
MWM
689
Mascoma Wealth Management
New Hampshire
-$3K -24 Closed
SWM
690
Selective Wealth Management
Virginia
-$3K -23 Closed
CT
691
Cambridge Trust
Massachusetts
-$3K -19 Closed
FWA
692
FSC Wealth Advisors
New York
-$3K -19 Closed
HR
693
Howe & Rusling
New York
-$2K -18 Closed
BAM
694
Byrne Asset Management
New Jersey
-$2K -16 Closed
MCM
695
Manchester Capital Management
Vermont
-$2K -15 Closed
AWM
696
Atticus Wealth Management
Florida
-$2K -14 Closed
CB
697
Community Bank
New York
-$2K -12 Closed
BCM
698
Bourgeon Capital Management
Connecticut
-$1K -8 Closed
CA
699
Crewe Advisors
Utah
-$1K -7 Closed
SWA
700
Sutton Wealth Advisors
Florida
-$809 -6 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.