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Whirlpool

562 hedge funds and large institutions have $5.88B invested in Whirlpool in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 175 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

29% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 175

4% less call options, than puts

Call options by funds: $258M | Put options by funds: $268M

5% less capital invested

Capital invested by funds: $6.17B → $5.88B (-$295M)

2.16% less ownership

Funds ownership: 92.42%90.25% (-2.2%)

4% less funds holding

Funds holding: 585562 (-23)

17% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 103

Holders
562
Holders Change
-23
Holders Change %
-3.93%
% of All Funds
8.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
225
Reduced
175
Closed
103
Calls
$258M
Puts
$268M
Net Calls
-$10.3M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$745M +$139M +1,249,067 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$659M -$115M -1,027,696 -16%
Primecap Management
3
Primecap Management
California
$571M +$4.88M +43,740 +0.9%
Charles Schwab
4
Charles Schwab
California
$206M +$32.8M +294,099 +21%
LSV Asset Management
5
LSV Asset Management
Illinois
$195M -$6.23M -55,850 -3%
State Street
6
State Street
Massachusetts
$193M -$107M -958,008 -37%
Marshall Wace
7
Marshall Wace
United Kingdom
$177M +$63.7M +571,263 +63%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$153M +$76.8M +688,656 +117%
Morgan Stanley
9
Morgan Stanley
New York
$149M -$88.1M -789,811 -39%
Newport Trust Company
10
Newport Trust Company
District of Columbia
$136M -$4.02M -36,074 -3%
LAM
11
Lyrical Asset Management
New York
$128M +$3.87M +34,679 +3%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$122M +$90M +807,134 +376%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$107M -$36.7M -328,764 -27%
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$83.2M +$44M +394,486 +131%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$80M -$11.4M -101,843 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$74.7M +$3.77M +33,830 +6%
Two Sigma Investments
17
Two Sigma Investments
New York
$70.1M +$44.1M +395,348 +207%
Squarepoint
18
Squarepoint
New York
$67M -$28.1M -252,157 -31%
Invesco
19
Invesco
Georgia
$65.4M -$192M -1,718,022 -76%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$63.2M +$58.5M +524,330 +13,291%
Millennium Management
21
Millennium Management
New York
$63.2M +$260K +2,336 +0.4%
Goldman Sachs
22
Goldman Sachs
New York
$60.4M +$9.2M +82,492 +20%
Stifel Financial
23
Stifel Financial
Missouri
$58.9M +$6.52M +58,472 +13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$54.3M +$11.4M +102,175 +29%
F
25
FIFTHDELTA
United Kingdom
$51M +$47.5M +426,200 New

WHR Hedge Fund Activity: Q1 2024 in Review

562 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2024, worth a combined $5.88B — down 4.8% from $6.17B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of WHR and 86 opened new positions — a net loss of 17 holders — while 175 trimmed existing stakes and 225 added.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Boston Partners, cutting an estimated $203M.

  • 562 institutional investors held Whirlpool (WHR) as of Q1 2024, down from 585 in Q4 2023.
  • Funds reported $5.88B of Whirlpool stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 86 funds opened new Whirlpool positions in Q1 2024 and 103 closed out, a net change of -17 holders.
  • The largest Whirlpool buyer in Q1 2024 was BlackRock, an estimated $139M added.
  • The largest Whirlpool seller in Q1 2024 was Boston Partners, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.