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Whirlpool

671 hedge funds and large institutions have $9.68B invested in Whirlpool in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 270 increasing their positions, 224 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 224

1.54% more ownership

Funds ownership: 94.49%96.03% (+1.5%)

6% more call options, than puts

Call options by funds: $283M | Put options by funds: $266M

6% less funds holding

Funds holding: 711671 (-40)

27% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 111

28% less capital invested

Capital invested by funds: $13.4B → $9.68B (-$3.72B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
10.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
270
Reduced
224
Closed
111
Calls
$283M
Puts
$266M
Net Calls
+$16.9M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$20.6M -$2.52M -12,442 -9%
Barclays
52
Barclays
United Kingdom
$20.1M -$5.25M -25,884 -18%
GC
53
Guggenheim Capital
Illinois
$20.1M +$1.37M +6,774 +6%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$18.6M +$14M +68,891 +179%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$18.5M +$1.14M +5,603 +6%
AllianceBernstein
56
AllianceBernstein
Tennessee
$17.8M +$396K +1,955 +2%
Axa
57
Axa
France
$17.5M +$1.94M +9,578 +10%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$17.4M +$20.4M +100,567 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$17.2M -$1.86M -9,174 -8%
Citadel Advisors
60
Citadel Advisors
Florida
$16.9M +$17.6M +86,873 +802%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$16.6M -$9.85M -48,600 -34%
GT
62
Glenmede Trust
Pennsylvania
$16.6M -$669K -3,302 -3%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$15.9M +$30.6K +151 +0.2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$15.8M +$83.1K +410 +0.5%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$15.3M -$12.1M -59,858 -42%
APG Asset Management
66
APG Asset Management
Netherlands
$15.3M +$20.3K +100 +0.1%
Bank Julius Baer & Co
67
Bank Julius Baer & Co
Switzerland
$15.1M +$1.31M +6,463 +8%
Principal Financial Group
68
Principal Financial Group
Iowa
$15M +$722K +3,563 +4%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$14.8M -$1.47M -7,232 -8%
Marshall Wace
70
Marshall Wace
United Kingdom
$14.2M +$16.7M +82,314 New
CIBC Asset Management
71
CIBC Asset Management
Ontario, Canada
$13.8M -$274K -1,353 -2%
WG
72
Winton Group
United Kingdom
$13.8M +$13.9M +68,623 +624%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$13.4M -$322K -1,590 -2%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$13.3M -$284K -1,402 -2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$13.3M -$140K -690 -0.9%

WHR Hedge Fund Activity: Q1 2022 in Review

671 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2022, worth a combined $9.68B — down 28% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WHR and 81 opened new positions — a net loss of 30 holders — while 224 trimmed existing stakes and 270 added.

The largest buyer was Goldman Sachs, adding an estimated $77.4M. The largest seller was Capital International Investors, cutting an estimated $259M.

  • 671 institutional investors held Whirlpool (WHR) as of Q1 2022, down from 711 in Q4 2021.
  • Funds reported $9.68B of Whirlpool stock for Q1 2022, down 28% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q1 2022 and 111 closed out, a net change of -30 holders.
  • The largest Whirlpool buyer in Q1 2022 was Goldman Sachs, an estimated $77.4M added.
  • The largest Whirlpool seller in Q1 2022 was Capital International Investors, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2022.