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Whirlpool

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: 56 (+1)

14% more capital invested

Capital invested by funds: $11.7B → $13.4B (+$1.68B)

11% more funds holding

Funds holding: 642711 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$16.5M -$753K -3,430 -5%
Hotchkis & Wiley Capital Management
77
Hotchkis & Wiley Capital Management
California
$16.4M +$6.08M +27,700 +65%
BCM
78
Bridgeway Capital Management
Texas
$16M +$12.6M +57,525 +535%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$15.9M -$213K -970 -1%
CS
80
Credit Suisse
Switzerland
$15.7M -$18K -82 -0.1%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$15.4M +$7.48M +34,079 +107%
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$14.8M -$289K -1,316 -2%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$14.6M +$1.57M +7,128 +13%
Man Group
84
Man Group
United Kingdom
$14M +$6.75M +30,743 +107%
Pacer Advisors
85
Pacer Advisors
Pennsylvania
$13.9M +$540K +2,457 +4%
BA
86
Bridgewater Associates
Connecticut
$13.9M -$7.81M -35,569 -37%
Prudential Financial
87
Prudential Financial
New Jersey
$13.9M -$521K -2,374 -4%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$13.8M +$12.6M +57,489 +4,230%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$13.4M -$4.96M -22,596 -28%
Citigroup
90
Citigroup
New York
$13.1M -$636K -2,894 -5%
Swedbank
91
Swedbank
Sweden
$13M -$953K -4,339 -7%
RJA
92
Raymond James & Associates
Florida
$12.6M -$1.36M -6,209 -10%
AAF
93
Andra AP-fonden
Sweden
$12.6M +$725K +3,300 +7%
RJT
94
Raymond James Trust
Florida
$12.4M +$264K +1,203 +2%
AL
95
Arnhold LLC
New York
$12.2M +$2.67M +12,149 +30%
PI
96
PGGM Investments
Netherlands
$11.5M -$15.5M -70,399 -59%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$11.5M -$9.73M -44,321 -47%
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$11.4M +$10.7M +48,775 New
SAM
99
Storebrand Asset Management
Norway
$11M -$34.7K -158 -0.3%
Macquarie Group
100
Macquarie Group
Australia
$10.8M -$2.05M -9,353 -17%

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.