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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
TSW
101
Thompson Siegel & Walmsley
Virginia
$10.7M +$3.92M +17,850 +64%
SEI Investments
102
SEI Investments
Pennsylvania
$9.64M -$595K -2,709 -6%
IP
103
Interval Partners
New York
$9.51M +$8.9M +40,514 New
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$9.48M +$931K +4,240 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
105
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.45M
PSUF
106
People's United Financial
Connecticut
$9.28M +$1.07M +4,859 +14%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$9.03M -$857K -3,902 -9%
ZCM
108
Ziegler Capital Management
Illinois
$8.82M -$9.97M -45,392 -55%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$8.63M +$741K +3,374 +10%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$8.55M -$454K -2,069 -5%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$8.44M -$194K -883 -2%
RPI
112
Railway Pension Investments
United Kingdom
$8.42M +$4.39M +20,000 +126%
Kovitz Investment Group Partners
113
Kovitz Investment Group Partners
Illinois
$8.28M -$174K -792 -2%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$8.21M -$323K -1,469 -4%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$8.15M +$1.66M +7,558 +28%
MLM
116
Mount Lucas Management
Pennsylvania
$8.13M -$340K -1,550 -4%
DnB Asset Management
117
DnB Asset Management
Norway
$8M +$3.9M +17,769 +109%
ACM
118
Advisors Capital Management
New Jersey
$7.72M +$3.66M +16,646 +103%
CGH
119
Crossmark Global Holdings
Texas
$7.65M -$568K -2,587 -7%
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$7.63M +$765K +3,485 +12%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.61M -$507K -2,308 -7%
Mitsubishi UFJ Asset Management
122
Mitsubishi UFJ Asset Management
Japan
$7.47M +$1.02M +4,624 +17%
HCM
123
Hodges Capital Management
Texas
$7.29M +$45.7K +208 +0.7%
CS
124
Cannell & Spears
New York
$7.23M -$52.5K -239 -0.8%
MNG
125
Manning & Napier Group
New York
$6.82M -$361K -1,644 -5%

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.