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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.71B -$41.1M -186,935 -3%
BlackRock
2
BlackRock
New York
$1.19B +$23.3M +106,185 +2%
Primecap Management
3
Primecap Management
California
$1.18B -$14M -63,820 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$836M +$147M +668,483 +23%
State Street
5
State Street
Massachusetts
$722M +$29.2M +132,954 +5%
GA
6
Greenhaven Associates
New York
$665M +$14.4M +65,605 +2%
Capital International Investors
7
Capital International Investors
California
$503M +$44.4M +202,346 +10%
LSV Asset Management
8
LSV Asset Management
Illinois
$465M -$10.6M -48,260 -2%
Boston Partners
9
Boston Partners
Massachusetts
$413M +$56M +255,063 +17%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$324M +$2.61M +11,866 +0.9%
LAM
11
Lyrical Asset Management
New York
$317M -$21.6M -98,322 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$306M +$6.85M +31,183 +2%
Charles Schwab
13
Charles Schwab
California
$260M +$5.2M +23,659 +2%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$240M -$11.6M -52,849 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$181M +$53M +241,265 +45%
Northern Trust
16
Northern Trust
Illinois
$177M +$2.31M +10,512 +1%
N
17
Nuveen
North Carolina
$171M -$126M -573,252 -44%
CB
18
Cooke & Bieler
Pennsylvania
$159M -$754K -3,432 -0.5%
Invesco
19
Invesco
Georgia
$146M -$4.92M -22,393 -3%
Morgan Stanley
20
Morgan Stanley
New York
$136M +$29.5M +134,180 +30%
Legal & General Group
21
Legal & General Group
United Kingdom
$129M -$10.2M -46,439 -8%
PPA
22
Parametric Portfolio Associates
Washington
$94.1M +$1.09M +4,966 +1%
Bank of America
23
Bank of America
North Carolina
$94M +$4.57M +20,798 +5%
MHI
24
Miller Howard Investments
New York
$72.4M +$12M +54,642 +22%
MG
25
Markel Group
Virginia
$66.2M +$242K +1,100 +0.4%
1
2 3 4 5

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.