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Whirlpool

617 hedge funds and large institutions have $7.03B invested in Whirlpool in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $259M | Put options by funds: $168M

1.43% more ownership

Funds ownership: 92.58%94.01% (+1.4%)

4% more capital invested

Capital invested by funds: $6.78B → $7.03B (+$249M)

4% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 84

2% less funds holding

Funds holding: 631617 (-14)

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
617
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
198
Reduced
240
Closed
84
Calls
$259M
Puts
$168M
Net Calls
+$91.6M
Net Calls Change
+$88M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$995M +$11.7M +82,598 +1%
Primecap Management
2
Primecap Management
California
$680M -$8.33M -58,565 -1%
BlackRock
3
BlackRock
New York
$652M +$23.2M +163,390 +4%
State Street
4
State Street
Massachusetts
$422M -$19.9M -139,761 -4%
GA
5
Greenhaven Associates
New York
$383M -$17.5M -123,404 -4%
LSV Asset Management
6
LSV Asset Management
Illinois
$285M -$11.8M -83,032 -4%
Boston Partners
7
Boston Partners
Massachusetts
$222M -$44.6M -313,388 -17%
Charles Schwab
8
Charles Schwab
California
$193M +$16.7M +117,654 +9%
Invesco
9
Invesco
Georgia
$168M +$56.3M +396,291 +50%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$158M +$1.08M +7,573 +0.7%
LAM
11
Lyrical Asset Management
New York
$149M -$6M -42,183 -4%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$149M +$587K +4,127 +0.4%
Goldman Sachs
13
Goldman Sachs
New York
$129M +$72.7M +511,330 +128%
Morgan Stanley
14
Morgan Stanley
New York
$124M -$4.5M -31,657 -3%
CB
15
Cooke & Bieler
Pennsylvania
$105M -$2.94M -20,697 -3%
Millennium Management
16
Millennium Management
New York
$89.6M +$52.7M +370,554 +141%
Northern Trust
17
Northern Trust
Illinois
$85.9M -$1.18M -8,316 -1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$82.2M -$23.2M -162,904 -22%
Legal & General Group
19
Legal & General Group
United Kingdom
$66.4M -$4.83M -33,941 -7%
Deutsche Bank
20
Deutsche Bank
Germany
$62.8M +$6.55M +46,042 +12%
N
21
Nuveen
North Carolina
$59.8M -$464K -3,266 -0.8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$58.5M -$60.7M -426,935 -51%
Bank of America
23
Bank of America
North Carolina
$55.2M -$8.24M -57,935 -13%
AQR Capital Management
24
AQR Capital Management
Connecticut
$45.6M +$16.2M +113,680 +54%
MG
25
Markel Group
Virginia
$39.9M

WHR Hedge Fund Activity: Q4 2022 in Review

617 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2022, worth a combined $7.03B — up 3.7% from $6.78B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of WHR and 81 opened new positions — a net loss of 3 holders — while 240 trimmed existing stakes and 198 added.

The largest buyer was Goldman Sachs, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $60.7M.

  • 617 institutional investors held Whirlpool (WHR) as of Q4 2022, down from 631 in Q3 2022.
  • Funds reported $7.03B of Whirlpool stock for Q4 2022, up 3.7% quarter-over-quarter.
  • 81 funds opened new Whirlpool positions in Q4 2022 and 84 closed out, a net change of -3 holders.
  • The largest Whirlpool buyer in Q4 2022 was Goldman Sachs, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2022 was Bank of New York Mellon, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2022.