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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
GRP
751
Global Retirement Partners
California
– -$102K -499 Closed
IUHSA
752
Itau Unibanco Holding S.A.
Brazil
– -$89K -436 Closed
ED
753
Exane Derivatives
France
– -$69.7K -342 Closed
CI
754
CX Institutional
Indiana
– -$63K -311 Closed
CG
755
Cutler Group
California
– -$63K -310 Closed
BC
756
Bartlett & Co
Ohio
– -$26K -126 Closed
BCWM
757
Bartlett & Co Wealth Management
Ohio
– -$25.7K -126 Closed
PB
758
Pinnacle Bancorp
Nebraska
– -$20K -100 Closed
FCFS
759
First Command Financial Services
Texas
– -$18K -88 Closed
CCM
760
Covington Capital Management
California
– -$14K -67 Closed
CWC
761
Carolinas Wealth Consulting
North Carolina
– -$12K -61 Closed
DOA
762
D'Orazio & Associates
Virginia
– -$11K -55 Closed
ETC
763
Exchange Traded Concepts
Oklahoma
– -$10K -48 Closed
AWA
764
Arkadios Wealth Advisors
Georgia
– -$9K -47 Closed
Loomis, Sayles & Company
765
Loomis, Sayles & Company
Massachusetts
– -$9K -43 Closed
WPA
766
West Paces Advisors
Georgia
– -$6.32K -31 Closed
RTL
767
Red Tortoise LLC
Georgia
– -$4K -27 Closed
GPA
768
Guidance Point Advisors
Massachusetts
– -$4K -23 Closed
HF
769
Halpern Financial
Virginia
– -$4.08K -20 Closed
RA
770
Resolute Advisors
California
– -$4K -20 Closed
CIM
771
Contravisory Investment Management
Massachusetts
– -$4K -18 Closed
CA
772
Crewe Advisors
Utah
– -$3K -15 Closed
LWM
773
Liberty Wealth Management
California
– -$2K -12 Closed
CFA
774
Carroll Financial Associates
North Carolina
– -$1.76K -8 Closed
AWM
775
Activest Wealth Management
Florida
– -$1K -5 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.