Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
191 hedge funds and large institutions have $1.68B invested in Welbilt, Inc. in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 49 closing their positions.
2,905% more call options, than puts
Call options by funds: $35.6M | Put options by funds: $1.19M
130% more capital invested
Capital invested by funds: $731M → $1.68B (+$954M)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
31% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 45
3% less funds holding
Funds holding: 197 → 191 (-6)
10% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$52.9M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$40M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$22M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$17.2M |
| 5 |
Select Equity Group
New York
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$48M |
| 2 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$27.8M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$15.8M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$15.3M |
| 5 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$8.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWA
226
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$72K | -11,708 | Closed |
|
|
FRM
227
Fox Run Management
Greenwich,
Connecticut
| – | -$71K | -11,465 | Closed |
|
|
CRC
228
Curi RMB Capital
Chicago,
Illinois
| – | -$66K | -10,725 | Closed |
|
229
Russell Investments Group
London,
United Kingdom
| – | -$32K | -5,431 | Closed |
|
|
CHAM
230
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$6.16K | -1,000 | Closed |
|
|
PCG
231
Private Capital Group
West Hartford,
Connecticut
| – | -$2K | -368 | Closed |
|
|
ONST
232
Old North State Trust
Greensboro,
North Carolina
| – | -$2K | -332 | Closed |
|
|
FHA
233
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$1K | -300 | Closed |
|
|
PMFA
234
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2K | -299 | Closed |
|
|
PFWA
235
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$1K | -113 | Closed |
|
|
BCA
236
Berman Capital Advisors
Atlanta,
Georgia
| – | +$198 | +22 | New |
|
WBT Hedge Fund Activity: Q4 2020 in Review
191 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2020, worth a combined $1.68B — up 130% from $731M a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of WBT and 44 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 59 added.
The largest buyer was Pictet Asset Management (UK), adding an estimated $52.9M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $48M sold.
- 191 institutional investors held Welbilt, Inc. (WBT) as of Q4 2020, down from 197 in Q3 2020.
- Funds reported $1.68B of Welbilt, Inc. stock for Q4 2020, up 130% quarter-over-quarter.
- 44 funds opened new Welbilt, Inc. positions in Q4 2020 and 49 closed out, a net change of -5 holders.
- The largest Welbilt, Inc. buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $52.9M added.
- The largest Welbilt, Inc. seller in Q4 2020 was Champlain Investment Partners, an estimated $48M sold.
Based on aggregated 13F filings for Q4 2020.