Whirlpool
588 hedge funds and large institutions have $6.07B invested in Whirlpool in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 240 reducing their positions, and 110 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more call options, than puts
Call options by funds: $324M | Put options by funds: $225M
2.64% less ownership
Funds ownership: 93.52% → 90.88% (-2.6%)
3% less funds holding
Funds holding: 608 → 588 (-20)
11% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 110
24% less capital inflows, than outflows
Capital inflows: $638M | Capital outflows: $845M
29% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 240
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$83.6M |
| 2 |
Squarepoint
New York
|
+$70.2M |
| 3 |
Millennium Management
New York
|
+$53.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$36.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
-$212M |
| 2 |
BlackRock
New York
|
-$116M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$42.1M |
| 4 |
Candlestick Capital Management
Greenwich,
Connecticut
|
-$37.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$24.5M |
WHR Hedge Fund Activity: Q4 2023 in Review
588 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2023, worth a combined $6.07B — down 12% from $6.86B a quarter earlier.
Sellers outnumbered buyers: 110 funds closed out of WHR and 98 opened new positions — a net loss of 12 holders — while 240 trimmed existing stakes and 171 added.
The largest buyer was Marshall Wace, adding an estimated $83.6M. The largest seller was Greenhaven Associates, exiting entirely with an estimated $212M sold.
- 588 institutional investors held Whirlpool (WHR) as of Q4 2023, down from 608 in Q3 2023.
- Funds reported $6.07B of Whirlpool stock for Q4 2023, down 12% quarter-over-quarter.
- 98 funds opened new Whirlpool positions in Q4 2023 and 110 closed out, a net change of -12 holders.
- The largest Whirlpool buyer in Q4 2023 was Marshall Wace, an estimated $83.6M added.
- The largest Whirlpool seller in Q4 2023 was Greenhaven Associates, an estimated $212M sold.
Based on aggregated 13F filings for Q4 2023.