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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.23B -$31.5M -155,342 -2%
BlackRock
2
BlackRock
New York
$858M -$19.7M -97,277 -2%
Primecap Management
3
Primecap Management
California
$856M -$11.6M -57,350 -1%
GA
4
Greenhaven Associates
New York
$490M -$186K -916 -0%
State Street
5
State Street
Massachusetts
$478M -$61.9M -305,385 -10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$458M -$185M -911,689 -26%
LSV Asset Management
7
LSV Asset Management
Illinois
$350M +$9.5M +46,882 +2%
Boston Partners
8
Boston Partners
Massachusetts
$308M +$4.54M +22,424 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$248M +$10.8M +53,510 +4%
LAM
10
Lyrical Asset Management
New York
$236M +$2.88M +14,226 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$200M -$29.7M -146,673 -11%
Charles Schwab
12
Charles Schwab
California
$200M +$9.83M +48,510 +4%
Newport Trust Company
13
Newport Trust Company
District of Columbia
$182M +$6.46M +31,849 +3%
Capital International Investors
14
Capital International Investors
California
$150M -$259M -1,276,463 -60%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$144M +$12.7M +62,803 +8%
CB
16
Cooke & Bieler
Pennsylvania
$136M +$22.4M +110,476 +16%
Invesco
17
Invesco
Georgia
$130M +$27.2M +134,251 +22%
Northern Trust
18
Northern Trust
Illinois
$128M -$3.48M -17,176 -2%
Morgan Stanley
19
Morgan Stanley
New York
$122M +$26.2M +129,027 +22%
Legal & General Group
20
Legal & General Group
United Kingdom
$97.2M +$2.6M +12,819 +2%
N
21
Nuveen
North Carolina
$91.1M -$49.1M -242,039 -33%
Goldman Sachs
22
Goldman Sachs
New York
$89.8M +$77.4M +381,867 +277%
Deutsche Bank
23
Deutsche Bank
Germany
$78.1M +$49.3M +243,129 +116%
Bank of America
24
Bank of America
North Carolina
$76.5M +$8.59M +42,368 +11%
PPA
25
Parametric Portfolio Associates
Washington
$73.1M +$4.46M +21,990 +5%

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.