We are live on ! Find out more
WHR icon

Whirlpool

648 hedge funds and large institutions have $8.03B invested in Whirlpool in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

3.36% less ownership

Funds ownership: 96.03%92.68% (-3.4%)

3% less funds holding

Funds holding: 671648 (-23)

10% less call options, than puts

Call options by funds: $240M | Put options by funds: $268M

12% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 92

17% less capital invested

Capital invested by funds: $9.68B → $8.03B (-$1.65B)

Holders
648
Holders Change
-23
Holders Change %
-3.43%
% of All Funds
10.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
81
Increased
221
Reduced
244
Closed
92
Calls
$240M
Puts
$268M
Net Calls
-$28.1M
Net Calls Change
-$45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B -$33.1M -190,241 -3%
BlackRock
2
BlackRock
New York
$787M +$19.6M +112,808 +2%
Primecap Management
3
Primecap Management
California
$758M -$9.94M -57,140 -1%
GA
4
Greenhaven Associates
New York
$439M -$17.4K -100 -0%
State Street
5
State Street
Massachusetts
$397M -$35.7M -205,559 -7%
LSV Asset Management
6
LSV Asset Management
Illinois
$316M +$2.53M +14,567 +0.7%
Boston Partners
7
Boston Partners
Massachusetts
$283M +$7.73M +44,460 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$226M +$4.84M +27,824 +2%
LAM
9
Lyrical Asset Management
New York
$200M -$12.9M -74,173 -5%
Charles Schwab
10
Charles Schwab
California
$184M +$6.11M +35,156 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$173M -$6.51M -37,440 -3%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$160M -$3.46M -19,874 -2%
Morgan Stanley
13
Morgan Stanley
New York
$154M +$50.1M +288,226 +41%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$124M -$322M -1,852,599 -70%
Invesco
15
Invesco
Georgia
$123M +$6.77M +38,933 +5%
CB
16
Cooke & Bieler
Pennsylvania
$120M -$2.24M -12,895 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$119M -$12.1M -69,474 -8%
Northern Trust
18
Northern Trust
Illinois
$106M -$8.93M -51,374 -7%
Goldman Sachs
19
Goldman Sachs
New York
$90.8M +$11.6M +66,843 +13%
Legal & General Group
20
Legal & General Group
United Kingdom
$84.3M -$3.12M -17,916 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$83M +$14.5M +83,523 +18%
Bank of America
22
Bank of America
North Carolina
$68.5M -$29.7K -171 -0%
N
23
Nuveen
North Carolina
$65.4M -$11.4M -65,404 -13%
MG
24
Markel Group
Virginia
$43.7M
AQR Capital Management
25
AQR Capital Management
Connecticut
$41.3M +$17.1M +98,086 +57%

WHR Hedge Fund Activity: Q2 2022 in Review

648 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2022, worth a combined $8.03B — down 17% from $9.68B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of WHR and 81 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Morgan Stanley, adding an estimated $50.1M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 648 institutional investors held Whirlpool (WHR) as of Q2 2022, down from 671 in Q1 2022.
  • Funds reported $8.03B of Whirlpool stock for Q2 2022, down 17% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q2 2022 and 92 closed out, a net change of -11 holders.
  • The largest Whirlpool buyer in Q2 2022 was Morgan Stanley, an estimated $50.1M added.
  • The largest Whirlpool seller in Q2 2022 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q2 2022.