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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$13.8M +$89.3K +628 +0.6%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$13.7M +$269K +1,889 +2%
Canada Life
53
Canada Life
Manitoba, Canada
$13.6M -$883K -6,210 -6%
GJL
54
Gendell Jeffrey L
$13.3M +$1.23M +8,639 +10%
A
55
AustralianSuper
Australia
$13.1M -$5.68M -39,955 -30%
Bank Julius Baer & Co
56
Bank Julius Baer & Co
Switzerland
$13.1M +$140K +984 +1%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$12.9M -$1.3M -9,166 -9%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$12.7M -$487K -3,425 -4%
Victory Capital Management
59
Victory Capital Management
Texas
$12.5M -$231K -1,626 -2%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$12.5M +$2.33M +16,361 +23%
AL
61
Arnhold LLC
New York
$12.4M +$736K +5,179 +6%
CS
62
Credit Suisse
Switzerland
$12M +$1.74M +12,252 +17%
Citigroup
63
Citigroup
New York
$11.5M -$2.42M -17,041 -17%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$11.2M +$2.46M +17,292 +28%
AllianceBernstein
65
AllianceBernstein
Tennessee
$11.2M -$2.75M -19,308 -20%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$10.4M -$62.1K -437 -0.6%
GC
67
Guggenheim Capital
Illinois
$10.3M +$516K +3,628 +5%
RJA
68
Raymond James & Associates
Florida
$10.3M -$1.58M -11,083 -13%
Wells Fargo
69
Wells Fargo
California
$10.2M -$1.31M -9,228 -11%
NIG
70
NFJ Investment Group
Texas
$9.98M -$569K -4,005 -5%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$9.9M +$1.22M +8,604 +15%
Allianz Asset Management
72
Allianz Asset Management
Germany
$9.77M +$118K +833 +1%
Principal Financial Group
73
Principal Financial Group
Iowa
$9.76M -$376K -2,644 -4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$9.66M +$219K +1,540 +2%
Ameriprise
75
Ameriprise
Minnesota
$9.66M -$462K -3,252 -5%

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.