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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$6.7M +$765K +3,484 +14%
NIG
127
NFJ Investment Group
Texas
$6.61M -$528K -2,403 -8%
AMAL
128
Asset Management Advisors LLC
Oklahoma
$6.54M -$10.5K -48 -0.2%
Asset Management One
129
Asset Management One
Japan
$6.53M -$172K -781 -3%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$6.51M +$1.01M +4,602 +20%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$6.51M -$282K -1,285 -4%
SMG
132
Spectrum Management Group
Indiana
$6.47M +$37.3K +170 +0.6%
CEI
133
Clark Estates Inc
New York
$6.36M -$5.36M -24,400 -47%
SI
134
Stephens Inc
Arkansas
$6.29M -$1.66M -7,571 -22%
JMPWA
135
JP Morgan Private Wealth Advisors
California
$6.25M +$261K +1,187 +5%
PAMS
136
Pictet Asset Management (Switzerland)
Switzerland
$6.09M -$180K -821 -3%
LPL Financial
137
LPL Financial
California
$6.08M +$434K +1,976 +8%
RIM
138
Redwood Investment Management
Arizona
$6.01M +$5.63M +25,625 New
BC
139
Burney Company
Virginia
$5.89M -$155K -708 -3%
MC
140
Martin & Co
Tennessee
$5.83M -$35.1K -160 -0.6%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$5.82M -$356K -1,621 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
142
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.81M +$5.44M +24,762 New
Jane Street
143
Jane Street
New York
$5.46M +$1.13M +5,135 +28%
Millennium Management
144
Millennium Management
New York
$5.39M -$18.2M -82,827 -78%
LSA
145
L & S Advisors
California
$5.38M +$5.03M +22,914 New
TG
146
TCW Group
California
$5.37M +$1.3M +5,910 +35%
N
147
Natixis
France
$5.25M +$3.35M +15,248 +215%
HPC
148
HM Payson & Co
Maine
$5.24M -$267K -1,215 -5%
Osaic Holdings
149
Osaic Holdings
Arizona
$5.24M -$306K -1,395 -6%
NCM
150
Novare Capital Management
North Carolina
$5.2M +$1.8M +8,205 +59%

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.