Whirlpool
545 hedge funds and large institutions have $5.38B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 65 closing their positions.
74% more capital inflows, than outflows
Capital inflows: $543M | Capital outflows: $313M
34% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 65
33% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 159
2.81% more ownership
Funds ownership: 82.31% → 85.12% (+2.8%)
2% more funds holding
Funds holding: 533 → 545 (+12)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less call options, than puts
Call options by funds: $211M | Put options by funds: $221M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$55.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$44.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$24.8M |
| 5 |
Bank of New York Mellon
New York
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$26.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19.8M |
| 3 |
D.E. Shaw & Co
New York
|
-$19.4M |
| 4 |
Morgan Stanley
New York
|
-$19.1M |
| 5 |
Primecap Management
Pasadena,
California
|
-$18.3M |
WHR Hedge Fund Activity: Q4 2024 in Review
545 of the 7,617 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.38B — up 11% from $4.83B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new WHR positions and 65 closed out — a net gain of 22 holders — while 212 added to existing stakes and 159 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.
- 545 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 533 in Q3 2024.
- Funds reported $5.38B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
- 87 funds opened new Whirlpool positions in Q4 2024 and 65 closed out, a net change of +22 holders.
- The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
- The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.
Based on aggregated 13F filings for Q4 2024.