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Whirlpool

631 hedge funds and large institutions have $6.78B invested in Whirlpool in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 204 increasing their positions, 236 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $215M | Put options by funds: $211M

0.1% less ownership

Funds ownership: 92.68%92.58% (-0.1%)

3% less funds holding

Funds holding: 648631 (-17)

12% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 81

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 236

15% less capital invested

Capital invested by funds: $8.03B → $6.78B (-$1.24B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
631
Holders Change
-17
Holders Change %
-2.62%
% of All Funds
10.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
71
Increased
204
Reduced
236
Closed
81
Calls
$215M
Puts
$211M
Net Calls
+$3.63M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$937M +$1.93M +12,152 +0.2%
Primecap Management
2
Primecap Management
California
$656M -$4.19M -26,315 -0.5%
BlackRock
3
BlackRock
New York
$600M -$101M -632,429 -12%
State Street
4
State Street
Massachusetts
$421M +$88.9M +558,391 +22%
GA
5
Greenhaven Associates
New York
$382M -$244K -1,530 -0.1%
LSV Asset Management
6
LSV Asset Management
Illinois
$283M +$8.68M +54,500 +3%
Boston Partners
7
Boston Partners
Massachusetts
$253M +$8.58M +53,869 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$187M -$12.2M -76,696 -5%
Charles Schwab
9
Charles Schwab
California
$168M +$8.58M +53,919 +5%
LAM
10
Lyrical Asset Management
New York
$155M -$22.7M -142,415 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$149M -$1.78M -11,181 -1%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$141M +$2.39M +15,020 +1%
Morgan Stanley
13
Morgan Stanley
New York
$123M -$13.7M -85,961 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$113M +$11.7M +73,544 +10%
Invesco
15
Invesco
Georgia
$107M +$48.7K +306 +0%
CB
16
Cooke & Bieler
Pennsylvania
$103M -$1.59M -9,998 -1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$100M -$8.92M -56,007 -7%
Northern Trust
18
Northern Trust
Illinois
$83M -$11.3M -71,078 -10%
Legal & General Group
19
Legal & General Group
United Kingdom
$67.9M -$6.52M -40,950 -8%
Bank of America
20
Bank of America
North Carolina
$60.4M +$838K +5,262 +1%
N
21
Nuveen
North Carolina
$57.4M +$623K +3,915 +0.9%
Goldman Sachs
22
Goldman Sachs
New York
$54M -$29.6M -185,718 -32%
Deutsche Bank
23
Deutsche Bank
Germany
$53.6M -$21.9M -137,687 -26%
Amundi
24
Amundi
France
$47M +$31.2M +196,196 +137%
MG
25
Markel Group
Virginia
$38M

WHR Hedge Fund Activity: Q3 2022 in Review

631 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q3 2022, worth a combined $6.78B — down 15% from $8.03B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of WHR and 71 opened new positions — a net loss of 10 holders — while 236 trimmed existing stakes and 204 added.

The largest buyer was State Street, adding an estimated $88.9M. The largest seller was BlackRock, cutting an estimated $101M.

  • 631 institutional investors held Whirlpool (WHR) as of Q3 2022, down from 648 in Q2 2022.
  • Funds reported $6.78B of Whirlpool stock for Q3 2022, down 15% quarter-over-quarter.
  • 71 funds opened new Whirlpool positions in Q3 2022 and 81 closed out, a net change of -10 holders.
  • The largest Whirlpool buyer in Q3 2022 was State Street, an estimated $88.9M added.
  • The largest Whirlpool seller in Q3 2022 was BlackRock, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2022.