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WBT

Welbilt, Inc.

Delisted

WBT was delisted on the 28th of July, 2022.

233 hedge funds and large institutions have $2.32B invested in Welbilt, Inc. in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more call options, than puts

Call options by funds: $40.8M | Put options by funds: $7.43M

53% more capital invested

Capital invested by funds: $1.52B → $2.32B (+$802M)

17% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 69

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding

Funds holding: 232233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
81
Reduced
69
Closed
36
Calls
$40.8M
Puts
$7.43M
Net Calls
+$33.3M
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Liberty Wealth Management
California
$1K
OFW
227
Omnia Family Wealth
Florida
$1K
PWM
228
PRW Wealth Management
Massachusetts
$1K
PCP
229
Proficio Capital Partners
Massachusetts
$1K +$832 +57 +475%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$1K +$1.04K +71 New
PCMK
231
Paragon Capital Management (Kansas)
Kansas
$1K +$1.18K +81 New
GT
232
Glenmede Trust
Pennsylvania
$223 +$145K +9,920 +266%
Lazard Asset Management
233
Lazard Asset Management
New York
-$11.7M -1,049,718 Closed
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
-$10.7M -735,131 Closed
ACPU
235
Arrowgrass Capital Partners (US)
Delaware
-$5.11M -460,000 Closed
Point72 Asset Management
236
Point72 Asset Management
Connecticut
-$2.48M -223,421 Closed
DnB Asset Management
237
DnB Asset Management
Norway
-$2.05M -184,915 Closed
EWM
238
Evercore Wealth Management
New York
-$1.38M -123,951 Closed
Squarepoint
239
Squarepoint
New York
-$1.37M -123,218 Closed
ZIM
240
Zacks Investment Management
Illinois
-$1.23M -110,569 Closed
CC
241
Clearline Capital
New York
-$1.05M -94,470 Closed
Voloridge Investment Management
242
Voloridge Investment Management
Florida
-$996K -89,609 Closed
QT
243
Quantbot Technologies
New York
-$684K -61,652 Closed
SH
244
Svenska Handelsbanken
Sweden
-$601K -54,100 Closed
GCP
245
GSA Capital Partners
United Kingdom
-$441K -39,667 Closed
KeyBank National Association
246
KeyBank National Association
Ohio
-$366K -32,876 Closed
CSS
247
Cubist Systematic Strategies
Connecticut
-$333K -29,998 Closed
Group One Trading
248
Group One Trading
Illinois
-$369K -25,299 Closed
URS
249
Utah Retirement Systems
Utah
-$269K -24,214 Closed
IA
250
Investor AB
Sweden
-$256K -23,000 Closed

WBT Hedge Fund Activity: Q1 2019 in Review

233 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2019, worth a combined $2.32B — up 53% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WBT positions and 36 closed out — a net gain of 4 holders — while 81 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.4M. The largest seller was Brown Advisory, cutting an estimated $50.9M.

  • 233 institutional investors held Welbilt, Inc. (WBT) as of Q1 2019, up from 232 in Q4 2018.
  • Funds reported $2.32B of Welbilt, Inc. stock for Q1 2019, up 53% quarter-over-quarter.
  • 40 funds opened new Welbilt, Inc. positions in Q1 2019 and 36 closed out, a net change of +4 holders.
  • The largest Welbilt, Inc. buyer in Q1 2019 was Fidelity Investments, an estimated $38.4M added.
  • The largest Welbilt, Inc. seller in Q1 2019 was Brown Advisory, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2019.