Whirlpool
623 hedge funds and large institutions have $6.5B invested in Whirlpool in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 209 increasing their positions, 230 reducing their positions, and 60 closing their positions.
30% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 60
1% more funds holding
Funds holding: 617 → 623 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less call options, than puts
Call options by funds: $152M | Put options by funds: $155M
9% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 230
3.89% less ownership
Funds ownership: 94.01% → 90.12% (-3.9%)
8% less capital invested
Capital invested by funds: $7.03B → $6.5B (-$533M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$198M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$29.2M |
| 3 |
D.E. Shaw & Co
New York
|
+$15.6M |
| 4 |
JP Morgan Chase
New York
|
+$14.1M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
-$82.9M |
| 2 |
Millennium Management
New York
|
-$77.7M |
| 3 |
Goldman Sachs
New York
|
-$64.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$60.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$33.5M |
WHR Hedge Fund Activity: Q1 2023 in Review
623 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2023, worth a combined $6.5B — down 7.6% from $7.03B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new WHR positions and 60 closed out — a net gain of 18 holders — while 209 added to existing stakes and 230 trimmed.
The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Greenhaven Associates, cutting an estimated $82.9M.
- 623 institutional investors held Whirlpool (WHR) as of Q1 2023, up from 617 in Q4 2022.
- Funds reported $6.5B of Whirlpool stock for Q1 2023, down 7.6% quarter-over-quarter.
- 78 funds opened new Whirlpool positions in Q1 2023 and 60 closed out, a net change of +18 holders.
- The largest Whirlpool buyer in Q1 2023 was BlackRock, an estimated $198M added.
- The largest Whirlpool seller in Q1 2023 was Greenhaven Associates, an estimated $82.9M sold.
Based on aggregated 13F filings for Q1 2023.