Whirlpool
WHR
606 hedge funds and large institutions have $6.84B invested in Whirlpool in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 253 increasing their positions, 192 reducing their positions, and 77 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 192
2.14% more ownership
Funds ownership: 91.06% → 93.21% (+2.1%)
6% less call options, than puts
Call options by funds: $197M | Put options by funds: $209M
4% less funds holding
Funds holding: 629 → 606 (-23)
8% less capital invested
Capital invested by funds: $7.41B → $6.84B (-$578M)
23% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 77
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$131M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$76.4M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$56M |
| 4 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$39.6M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
-$74.4M |
| 2 |
State Street
Boston,
Massachusetts
|
-$57.1M |
| 3 |
Millennium Management
New York
|
-$47.4M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$33.3M |
| 5 |
BlackRock
New York
|
-$23.8M |
WHR Hedge Fund Activity: Q3 2023 in Review
606 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2023, worth a combined $6.84B — down 7.8% from $7.41B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of WHR and 59 opened new positions — a net loss of 18 holders — while 192 trimmed existing stakes and 253 added.
The largest buyer was Boston Partners, adding an estimated $131M. The largest seller was Greenhaven Associates, cutting an estimated $74.4M.
- 606 institutional investors held Whirlpool (WHR) as of Q3 2023, down from 629 in Q2 2023.
- Funds reported $6.84B of Whirlpool stock for Q3 2023, down 7.8% quarter-over-quarter.
- 59 funds opened new Whirlpool positions in Q3 2023 and 77 closed out, a net change of -18 holders.
- The largest Whirlpool buyer in Q3 2023 was Boston Partners, an estimated $131M added.
- The largest Whirlpool seller in Q3 2023 was Greenhaven Associates, an estimated $74.4M sold.
Based on aggregated 13F filings for Q3 2023.