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Whirlpool

543 hedge funds and large institutions have $5.36B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99%84.81% (+2.8%)

2% more funds holding

Funds holding: 530543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
76
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.65M -$530K -4,800 -7%
IWA
77
IBEX Wealth Advisors
New Jersey
$7.27M +$7.01M +63,548 New
CF
78
Corebridge Financial
Texas
$7.14M -$278K -2,523 -4%
Two Sigma Investments
79
Two Sigma Investments
New York
$6.82M -$9.06M -82,107 -58%
XWM
80
Xcel Wealth Management
Florida
$6.77M +$9.38K +85 +0.1%
BFM
81
Boothbay Fund Management
New York
$6.76M +$2.96M +26,831 +83%
GIP
82
Greatmark Investment Partners
Georgia
$6.43M +$296K +2,685 +5%
Hotchkis & Wiley Capital Management
83
Hotchkis & Wiley Capital Management
California
$6.04M -$1.86M -16,900 -24%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$5.96M
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$5.86M -$211K -1,910 -4%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$5.64M -$189K -1,712 -3%
ECM
87
Evergreen Capital Management
Washington
$5.6M +$289K +2,621 +6%
Osaic Holdings
88
Osaic Holdings
Arizona
$5.49M +$1.41M +12,765 +36%
KL
89
KWMG LLC
Kansas
$5.25M -$3.09K -28 -0.1%
Canada Life
90
Canada Life
Manitoba, Canada
$5.23M +$430K +3,901 +9%
IIA
91
IPG Investment Advisors
California
$5.13M -$1.03M -9,300 -17%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.05M -$70.5K -639 -1%
VVP
93
Venture Visionary Partners
Ohio
$4.94M +$830K +7,527 +21%
LI
94
LHM Inc
Utah
$4.88M +$572K +5,185 +14%
CB
95
Commerce Bank
Missouri
$4.77M +$255K +2,308 +6%
Simplex Trading
96
Simplex Trading
Illinois
$4.6M -$1.45M -13,127 -25%
QOP
97
Quinn Opportunity Partners
Virginia
$4.59M +$4.43M +40,120 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$4.58M -$3.56M -32,284 -45%
THC
99
Truffle Hound Capital
Maryland
$4.58M +$4.41M +40,000 New
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$4.58M +$708K +6,418 +19%

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 holders.
  • The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2024.