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Whirlpool

617 hedge funds and large institutions have $7.03B invested in Whirlpool in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $259M | Put options by funds: $168M

1.43% more ownership

Funds ownership: 92.58%94.01% (+1.4%)

4% more capital invested

Capital invested by funds: $6.78B → $7.03B (+$249M)

4% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 84

2% less funds holding

Funds holding: 631617 (-14)

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
617
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
198
Reduced
240
Closed
84
Calls
$259M
Puts
$168M
Net Calls
+$91.6M
Net Calls Change
+$88M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
Icon Advisers
Colorado
$1.58M
PAM
202
Panagora Asset Management
Massachusetts
$1.58M -$224K -1,578 -12%
DnB Asset Management
203
DnB Asset Management
Norway
$1.55M -$57.7K -406 -4%
YCM
204
Yousif Capital Management
Michigan
$1.55M +$91K +640 +6%
SMDAM
205
Sumitomo Mitsui DS Asset Management
Japan
$1.53M +$147K +1,036 +11%
TC
206
Truvestments Capital
Florida
$1.53M +$1.01M +7,130 +194%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$1.5M
II
208
IFM Investors
Australia
$1.5M +$24.3K +171 +2%
IAIM
209
International Assets Investment Management
Florida
$1.5M +$34.5M +242,957 New
Franklin Resources
210
Franklin Resources
California
$1.48M +$50.3K +354 +3%
OTPPB
211
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.46M +$349K +2,451 +31%
CCP
212
Cunning Capital Partners
North Carolina
$1.44M
EAM
213
Erste Asset Management
Austria
$1.44M +$83.5K +587 +6%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.44M -$4.11M -28,927 -74%
AAM
215
Advisors Asset Management
Colorado
$1.43M -$226K -1,590 -14%
EI
216
EDMP Inc
Florida
$1.43M -$22.9K -161 -2%
RIG
217
RiverFront Investment Group
Virginia
$1.41M
MCM
218
Mork Capital Management
California
$1.41M +$284K +2,000 +25%
RHAM
219
Round Hill Asset Management
California
$1.39M +$1.4M +9,861 New
ECM
220
Evergreen Capital Management
Washington
$1.39M -$45.9K -323 -3%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$1.39M -$41.8K -294 -3%
CI
222
CX Institutional
Indiana
$1.39M -$741K -5,212 -35%
LAM
223
Lakewood Asset Management
Illinois
$1.38M +$1.38M +9,732 New
AIM
224
Achmea Investment Management
Netherlands
$1.37M
WI
225
WBI Investments
New Jersey
$1.36M +$409K +2,877 +43%

WHR Hedge Fund Activity: Q4 2022 in Review

617 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2022, worth a combined $7.03B — up 3.7% from $6.78B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of WHR and 81 opened new positions — a net loss of 3 holders — while 240 trimmed existing stakes and 198 added.

The largest buyer was Goldman Sachs, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $60.7M.

  • 617 institutional investors held Whirlpool (WHR) as of Q4 2022, down from 631 in Q3 2022.
  • Funds reported $7.03B of Whirlpool stock for Q4 2022, up 3.7% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q4 2022 and 84 closed out, a net change of -3 holders.
  • The largest Whirlpool buyer in Q4 2022 was Goldman Sachs, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2022 was Bank of New York Mellon, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2022.