We are live on ! Find out more
WHR icon

Whirlpool

629 hedge funds and large institutions have $7.41B invested in Whirlpool in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $6.5B → $7.41B (+$915M)

10% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 82

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 623629 (+6)

0.95% more ownership

Funds ownership: 90.12%91.06% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

Holders
629
Holders Change
+6
Holders Change %
+0.96%
% of All Funds
9.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
90
Increased
220
Reduced
214
Closed
82
Calls
$160M
Puts
$183M
Net Calls
-$23.1M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$969M -$13.9M -101,194 -2%
BlackRock
2
BlackRock
New York
$914M +$19M +138,322 +2%
Primecap Management
3
Primecap Management
California
$701M -$8.4M -61,127 -1%
State Street
4
State Street
Massachusetts
$467M +$9.99M +72,732 +2%
GA
5
Greenhaven Associates
New York
$314M -$2.04M -14,860 -0.7%
LSV Asset Management
6
LSV Asset Management
Illinois
$279M -$11.3M -82,510 -4%
Boston Partners
7
Boston Partners
Massachusetts
$230M -$2.55M -18,584 -1%
Invesco
8
Invesco
Georgia
$210M +$2.45M +17,859 +1%
Charles Schwab
9
Charles Schwab
California
$203M +$8.34M +60,704 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$181M -$19.4M -141,116 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$178M +$8.09M +58,936 +5%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$156M -$2.44M -17,759 -2%
LAM
13
Lyrical Asset Management
New York
$152M -$5.61M -40,862 -4%
Morgan Stanley
14
Morgan Stanley
New York
$132M +$462K +3,362 +0.4%
CB
15
Cooke & Bieler
Pennsylvania
$106M -$1.84M -13,385 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$104M +$17.9M +130,457 +23%
Northern Trust
17
Northern Trust
Illinois
$80.5M -$6.26M -45,590 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$75.7M +$56.3M +410,077 +415%
Goldman Sachs
19
Goldman Sachs
New York
$70M +$1.64M +11,959 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$60.9M +$27.6M +200,735 +96%
Millennium Management
21
Millennium Management
New York
$60.3M +$43.7M +317,898 +363%
Legal & General Group
22
Legal & General Group
United Kingdom
$60.1M -$1.62M -11,829 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$60.1M +$1.02M +7,437 +2%
N
24
Nuveen
North Carolina
$58.5M +$9.2K +67 +0%
JP Morgan Chase
25
JP Morgan Chase
New York
$51.8M +$12.4M +90,387 +35%

WHR Hedge Fund Activity: Q2 2023 in Review

629 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q2 2023, worth a combined $7.41B — up 14% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WHR positions and 82 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $56.3M. The largest seller was Citadel Advisors, cutting an estimated $21.1M.

  • 629 institutional investors held Whirlpool (WHR) as of Q2 2023, up from 623 in Q1 2023.
  • Funds reported $7.41B of Whirlpool stock for Q2 2023, up 14% quarter-over-quarter.
  • 90 funds opened new Whirlpool positions in Q2 2023 and 82 closed out, a net change of +8 holders.
  • The largest Whirlpool buyer in Q2 2023 was Royal Bank of Canada, an estimated $56.3M added.
  • The largest Whirlpool seller in Q2 2023 was Citadel Advisors, an estimated $21.1M sold.

Based on aggregated 13F filings for Q2 2023.