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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
BA
701
Bellwether Advisors
Nebraska
$1K – – –
PWMG
702
Prestige Wealth Management Group
New Jersey
$1K – – –
LC
703
Lindbrook Capital
California
$1K +$659 +3 +100%
S
704
Surevest
California
$1K +$659 +3 New
SC
705
Sierra Capital
Florida
$1K +$1.1K +5 New
M1FG
706
Mach-1 Financial Group
Arkansas
$1K +$1.76K +8 New
WIM
707
Westside Investment Management
California
$723 – – –
FHC
708
First Heartland Consultants
Missouri
$270 +$253K +1,151 New
BIM
709
Baldwin Investment Management
Pennsylvania
$208 -$1.07M -4,872 -85%
MGIM
710
M&G Investment Management
United Kingdom
$207 -$22.1M -100,506 -99%
BBHC
711
Brown Brothers Harriman & Co
New York
$9 – – –
CGM
712
Capital Growth Management
Massachusetts
– -$35.3M -173,000 Closed
TC
713
Towle & Co
Colorado
– -$15M -73,674 Closed
ACI
714
AMP Capital Investors
Australia
– -$5.66M -27,774 Closed
JRCM
715
Jones Road Capital Management
New York
– -$4.75M -21,625 Closed
Nomura Holdings
716
Nomura Holdings
Japan
– -$4.35M -21,203 Closed
PI
717
Putnam Investments
Massachusetts
– -$4.21M -20,661 Closed
AIMCA
718
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.1M -15,200 Closed
BIMC
719
Benson Investment Management Company
Virginia
– -$3.08M -15,132 Closed
HI
720
Horizon Investments
North Carolina
– -$2.77M -13,563 Closed
Los Angeles Capital Management
721
Los Angeles Capital Management
California
– -$2.18M -10,703 Closed
AIM
722
Achmea Investment Management
Netherlands
– -$1.96M -9,609 Closed
WorldQuant Millennium Advisors
723
WorldQuant Millennium Advisors
New York
– -$1.54M -7,581 Closed
GIA
724
Gateway Investment Advisers
Ohio
– -$1.54M -7,536 Closed
CM
725
Capula Management
Cayman Islands
– -$1.44M -7,044 Closed
27 28
29
30 31

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.