Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
204 hedge funds and large institutions have $3.17B invested in Welbilt, Inc. in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 33 closing their positions.
328% more call options, than puts
Call options by funds: $16M | Put options by funds: $3.74M
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
5% more capital invested
Capital invested by funds: $3.03B → $3.17B (+$139M)
4% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 70
4% less funds holding
Funds holding: 212 → 204 (-8)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$91.2M |
| 2 |
Millennium Management
New York
|
+$57.6M |
| 3 |
HI
HBK Investments
Dallas,
Texas
|
+$56.8M |
| 4 |
KLCMU
Kite Lake Capital Management (UK)
London,
United Kingdom
|
+$38.9M |
| 5 |
GCL
Glazer Capital LLC
New York
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$53M |
| 2 |
GCM
Gates Capital Management
New York
|
-$46.8M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$46M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$32.4M |
| 5 |
RCM
Ratan Capital Management
Miami Beach,
Florida
|
-$22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
226
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$121K | -5,200 | Closed |
|
|
AF
227
Advisornet Financial
Minnetonka,
Minnesota
| – | -$35K | -1,525 | Closed |
|
|
CFD
228
Creative Financial Designs
Kokomo,
Indiana
| – | -$21K | -919 | Closed |
|
|
BMD
229
Better Money Decisions
Santa Fe,
New Mexico
| – | -$17K | -739 | Closed |
|
|
IRC
230
Investors Research Corp
Atlanta,
Georgia
| – | -$9K | -400 | Closed |
|
231
Parallax Volatility Advisers
San Francisco,
California
| – | -$5K | -230 | Closed |
|
|
CAGAS
232
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$5K | -200 | Closed |
|
|
BFC
233
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$4K | -165 | Closed |
|
|
DFCM
234
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$3K | -135 | Closed |
|
|
LWM
235
Liberty Wealth Management
Oakland,
California
| – | -$2K | -75 | Closed |
|
|
EI
236
Ellevest Inc
New York
| – | -$1.04K | -44 | -73% |
|
|
SC
237
Schubert & Co
Mckinney,
Texas
| – | +$95 | +4 | New |
|
WBT Hedge Fund Activity: Q4 2021 in Review
204 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2021, worth a combined $3.17B — up 4.6% from $3.03B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of WBT and 28 opened new positions — a net loss of 5 holders — while 70 trimmed existing stakes and 73 added.
The largest buyer was UBS O'Connor, opening a new position worth an estimated $91.2M. The largest seller was Sarasin & Partners, exiting entirely with an estimated $53M sold.
- 204 institutional investors held Welbilt, Inc. (WBT) as of Q4 2021, down from 212 in Q3 2021.
- Funds reported $3.17B of Welbilt, Inc. stock for Q4 2021, up 4.6% quarter-over-quarter.
- 28 funds opened new Welbilt, Inc. positions in Q4 2021 and 33 closed out, a net change of -5 holders.
- The largest Welbilt, Inc. buyer in Q4 2021 was UBS O'Connor, an estimated $91.2M added.
- The largest Welbilt, Inc. seller in Q4 2021 was Sarasin & Partners, an estimated $53M sold.
Based on aggregated 13F filings for Q4 2021.