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Whirlpool

543 hedge funds and large institutions have $5.36B 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 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99%84.81% (+2.8%)

2% more funds holding

Funds holding: 530543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$713M -$26.6M -240,836 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$634M +$3.68M +33,326 +0.6%
Primecap Management
3
Primecap Management
California
$535M -$18.3M -165,704 -3%
Charles Schwab
4
Charles Schwab
California
$242M +$10.9M +98,444 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$207M +$72.7M +659,014 +57%
State Street
6
State Street
Massachusetts
$199M +$9.51M +86,168 +5%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$186M +$5.72M +51,868 +3%
LSV Asset Management
8
LSV Asset Management
Illinois
$158M -$2.87M -26,049 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$157M +$24.8M +224,990 +20%
N
10
Nuveen
North Carolina
$138M +$22M +199,663 +20%
Morgan Stanley
11
Morgan Stanley
New York
$134M -$19.1M -172,952 -13%
HighTower Advisors
12
HighTower Advisors
Illinois
$118M +$148K +1,344 +0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$107M +$3.8M +34,471 +4%
Norges Bank
14
Norges Bank
Norway
$73.5M +$44.2M +400,283 +166%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$72.9M +$24.6M +223,232 +54%
Marshall Wace
16
Marshall Wace
United Kingdom
$65.9M +$3.82M +34,649 +6%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$59.4M +$55.6M +504,049 +3,305%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$59.3M +$17.7K +160 +0%
Northern Trust
19
Northern Trust
Illinois
$58.7M +$11.7M +106,259 +26%
Stifel Financial
20
Stifel Financial
Missouri
$48.8M -$1.58M -14,337 -3%
UBS Group
21
UBS Group
Switzerland
$44.1M +$23.3M +211,152 +121%
First Trust Advisors
22
First Trust Advisors
Illinois
$35.4M +$7.93M +71,839 +30%
Raymond James Financial
23
Raymond James Financial
Florida
$34.7M +$33.5M +303,279 New
Goldman Sachs
24
Goldman Sachs
New York
$34.7M -$8.64M -78,351 -21%
RI
25
RWWM Inc
California
$33.7M -$27.7K -251 -0.1%

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 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.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 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.