We are live on ! Find out more
WHR icon

Whirlpool
WHR

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: 5 → 6 (+1)

14% more capital invested

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

11% more funds holding

Funds holding: 642 → 711 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Boston Partners
Boston Partners
Massachusetts
+$56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M
4
Capital International Investors
Capital International Investors
California
+$44.4M
5
PAM
Panagora Asset Management
Massachusetts
+$30.5M

Top Sellers

1
N
Nuveen
North Carolina
-$126M
2
Wells Fargo
Wells Fargo
California
-$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$41.1M
4
CGM
Capital Growth Management
Massachusetts
-$35.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
201
Hennessy Advisors Inc
California
$3.21M -$110K -500 -4%
NPP
202
New Potomac Partners
Maryland
$3.21M +$15.4K +70 +0.5%
CC
203
Courier Capital
New York
$3.21M -$87.8K -400 -3%
Comerica Bank
204
Comerica Bank
Texas
$3.18M -$6.5M -29,618 -66%
WMSA
205
Weiss Multi-Strategy Advisers
New York
$3.17M +$2.96M +13,499 New
MIM
206
MetLife Investment Management
New Jersey
$3.15M -$163K -742 -5%
MOACM
207
Mutual of America Capital Management
New York
$3.11M -$114K -519 -4%
FLPIM
208
F.L. Putnam Investment Management
Massachusetts
$3.03M -$507K -2,307 -15%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$3M -$35.4K -161 -1%
SMFG
210
Sumitomo Mitsui Financial Group
Japan
$2.98M +$254K +1,157 +10%
Jacobs Levy Equity Management
211
Jacobs Levy Equity Management
New Jersey
$2.98M +$2.36M +10,767 +561%
CSS
212
Cubist Systematic Strategies
Connecticut
$2.91M -$658K -2,995 -19%
GIP
213
Greatmark Investment Partners
Georgia
$2.89M -$22K -100 -0.8%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$2.86M +$327K +1,491 +14%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$2.85M -$6.29M -28,631 -70%
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$2.82M +$491K +2,234 +23%
IA
217
Icon Advisers
Colorado
$2.82M – – –
LAM
218
L2 Asset Management
Massachusetts
$2.8M +$1.86M +8,480 +244%
NC
219
Nixon Capital
Texas
$2.69M +$9.88K +45 +0.4%
Nordea Investment Management
220
Nordea Investment Management
Sweden
$2.61M +$155K +705 +7%
BCIM
221
British Columbia Investment Management
British Columbia, Canada
$2.58M -$124K -564 -5%
YCM
222
Yousif Capital Management
Michigan
$2.58M +$2.41M +10,996 New
WG
223
Winton Group
United Kingdom
$2.58M -$1.91M -8,719 -44%
BNP Paribas Asset Management
224
BNP Paribas Asset Management
France
$2.58M -$4.22M -19,196 -64%
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$2.55M -$1.51M -6,867 -36%
7 8
9
10 11

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.