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Whirlpool

671 hedge funds and large institutions have $9.68B invested in Whirlpool in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 270 increasing their positions, 224 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 224

1.54% more ownership

Funds ownership: 94.49%96.03% (+1.5%)

6% more call options, than puts

Call options by funds: $283M | Put options by funds: $266M

6% less funds holding

Funds holding: 711671 (-40)

27% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 111

28% less capital invested

Capital invested by funds: $13.4B → $9.68B (-$3.72B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
10.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
270
Reduced
224
Closed
111
Calls
$283M
Puts
$266M
Net Calls
+$16.9M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
201
Westpac Banking Corp
Australia
$2.51M -$75K -370 -2%
Aviva
202
Aviva
United Kingdom
$2.49M -$1.26M -6,200 -30%
OIM
203
Opus Investment Management
Massachusetts
$2.49M +$2.51M +12,400 +620%
GIP
204
Greatmark Investment Partners
Georgia
$2.47M +$400K +1,975 +16%
TCM
205
Twin Capital Management
Pennsylvania
$2.4M -$249K -1,230 -8%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$2.38M -$632K -3,120 -18%
NPP
207
New Potomac Partners
Maryland
$2.37M +$9.12K +45 +0.3%
Adage Capital Partners
208
Adage Capital Partners
Massachusetts
$2.34M -$249K -1,231 -8%
Capital Fund Management (CFM)
209
Capital Fund Management (CFM)
France
$2.33M +$2.73M +13,457 New
MOACM
210
Mutual of America Capital Management
New York
$2.26M -$30.2K -149 -1%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$2.25M +$182K +900 +7%
VI
212
Vestcor Inc
New Brunswick, Canada
$2.24M +$1.74M +8,576 +196%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$2.2M +$120K +594 +5%
WorldQuant Millennium Advisors
214
WorldQuant Millennium Advisors
New York
$2.19M +$2.57M +12,701 New
Nordea Investment Management
215
Nordea Investment Management
Sweden
$2.14M +$176K +869 +8%
CC
216
Courier Capital
New York
$2.11M -$299K -1,475 -11%
IA
217
Icon Advisers
Colorado
$2.07M
Franklin Resources
218
Franklin Resources
California
$2.07M +$415K +2,049 +21%
FLPIM
219
F.L. Putnam Investment Management
Massachusetts
$2.06M -$199K -981 -8%
DC
220
Davenport & Co
Virginia
$2.05M +$1.82M +9,004 +313%
SMFG
221
Sumitomo Mitsui Financial Group
Japan
$2.03M -$191K -944 -7%
Capstone Investment Advisors
222
Capstone Investment Advisors
New York
$2.01M +$2.32M +11,424 +5,440%
YCM
223
Yousif Capital Management
Michigan
$1.95M +$52.7K +260 +2%
OQS
224
Occudo Quantitative Strategies
Florida
$1.93M +$1.26M +6,195 +125%
SEC
225
Seven Eight Capital
New York
$1.92M +$2.25M +11,100 New

WHR Hedge Fund Activity: Q1 2022 in Review

671 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2022, worth a combined $9.68B — down 28% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WHR and 81 opened new positions — a net loss of 30 holders — while 224 trimmed existing stakes and 270 added.

The largest buyer was Goldman Sachs, adding an estimated $77.4M. The largest seller was Capital International Investors, cutting an estimated $259M.

  • 671 institutional investors held Whirlpool (WHR) as of Q1 2022, down from 711 in Q4 2021.
  • Funds reported $9.68B of Whirlpool stock for Q1 2022, down 28% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q1 2022 and 111 closed out, a net change of -30 holders.
  • The largest Whirlpool buyer in Q1 2022 was Goldman Sachs, an estimated $77.4M added.
  • The largest Whirlpool seller in Q1 2022 was Capital International Investors, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2022.