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Whirlpool

543 hedge funds and large institutions have $5.36B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99%84.81% (+2.8%)

2% more funds holding

Funds holding: 530543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Tang Capital Management
California
$974K +$939K +8,510 New
AFCM
202
Applied Finance Capital Management
Puerto Rico
$962K +$171K +1,548 +23%
TCM
203
Teza Capital Management
Illinois
$959K -$1.16M -10,507 -56%
RT
204
Rockland Trust
Massachusetts
$951K +$13K +118 +1%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$950K -$28.2K -256 -3%
CWM
206
Congress Wealth Management
Massachusetts
$950K -$1.24M -11,280 -58%
FDS
207
First Dallas Securities
Texas
$930K +$447K +4,050 +99%
CW
208
CreativeOne Wealth
Kansas
$927K +$223K +2,022 +33%
MS
209
Madden Securities
Texas
$924K +$199K +1,800 +29%
Pacer Advisors
210
Pacer Advisors
Pennsylvania
$914K -$296K -2,679 -25%
LCGC
211
Legacy Capital Group California
California
$902K +$105K +953 +14%
SA
212
Sanctuary Advisors
Indiana
$900K +$36.5K +331 +4%
IC
213
IEQ Capital
California
$869K +$385K +3,488 +85%
MAM
214
Meeder Asset Management
Ohio
$863K -$4.44M -40,235 -84%
TAM
215
Timucuan Asset Management
Florida
$859K
VPIM
216
Vanguard Personalized Indexing Management
California
$845K +$201K +1,824 +33%
BCI
217
Brinker Capital Investments
Pennsylvania
$844K +$157K +1,420 +24%
OPS
218
Orion Portfolio Solutions
Nebraska
$844K +$157K +1,420 +24%
BC
219
Burney Company
Virginia
$839K -$87.7K -795 -10%
Nomura Holdings
220
Nomura Holdings
Japan
$838K +$807K +7,316 New
GCA
221
Greenwood Capital Associates
South Carolina
$836K -$110 -1 -0%
EFS
222
Essex Financial Services
Connecticut
$834K -$59.4K -538 -7%
MAM
223
Madison Asset Management
Wisconsin
$823K +$793K +7,190 New
MIA
224
Madison Investment Advisors
Wisconsin
$823K +$793K +7,190 New
IRC
225
Investors Research Corp
Georgia
$819K -$2.76K -25 -0.3%

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 holders.
  • The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2024.