Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
212 hedge funds and large institutions have $3.03B invested in Welbilt, Inc. in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 51 closing their positions.
413% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $4.27M
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
4% more capital invested
Capital invested by funds: $2.91B → $3.03B (+$121M)
3% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 72
9% less funds holding
Funds holding: 233 → 212 (-21)
37% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VI
Versor Investments
New York
|
+$89.7M |
| 2 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$84.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$70.5M |
| 4 |
PAM
PSquared Asset Management
Zurich,
Switzerland
|
+$62.3M |
| 5 |
OPU
Omni Partners US
Irvine,
California
|
+$54.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$131M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$50.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$25.7M |
| 4 |
TAL
TIG Advisors LLC
New York
|
-$22.4M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$22.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
HSBC Holdings
London,
United Kingdom
| – | -$222K | -9,480 | Closed |
|
|
FMT
252
First Mercantile Trust
Cordova,
Tennessee
| – | -$218K | -9,416 | Closed |
|
253
MML Investors Services
Springfield,
Massachusetts
| – | -$214K | -9,225 | Closed |
|
|
EGM
254
Engineers Gate Manager
New York
| – | -$205K | -8,876 | Closed |
|
255
Walleye Trading
New York
| – | -$64.1K | -2,727 | Closed |
|
|
FC
256
FORA Capital
Miami,
Florida
| – | -$57K | -2,472 | Closed |
|
|
VI
257
Vestcor Inc
Fredericton,
New Brunswick, Canada
| – | -$49K | -2,096 | Closed |
|
|
IP
258
Isthmus Partners
Madison,
Wisconsin
| – | -$19K | -800 | Closed |
|
|
NFG
259
Next Financial Group
Houston,
Texas
| – | -$16K | -681 | Closed |
|
|
HNB
260
Huntington National Bank
Columbus,
Ohio
| – | -$14K | -620 | Closed |
|
|
WP
261
WealthShield Partners
Cary,
North Carolina
| – | -$12K | -500 | Closed |
|
|
ASN
262
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -70 | Closed |
|
|
BIA
263
Bell Investment Advisors
Oakland,
California
| – | +$470 | +20 | New |
|
WBT Hedge Fund Activity: Q3 2021 in Review
212 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2021, worth a combined $3.03B — up 4.2% from $2.91B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of WBT and 32 opened new positions — a net loss of 19 holders — while 72 trimmed existing stakes and 70 added.
The largest buyer was Versor Investments, adding an estimated $89.7M. The largest seller was Invesco, cutting an estimated $131M.
- 212 institutional investors held Welbilt, Inc. (WBT) as of Q3 2021, down from 233 in Q2 2021.
- Funds reported $3.03B of Welbilt, Inc. stock for Q3 2021, up 4.2% quarter-over-quarter.
- 32 funds opened new Welbilt, Inc. positions in Q3 2021 and 51 closed out, a net change of -19 holders.
- The largest Welbilt, Inc. buyer in Q3 2021 was Versor Investments, an estimated $89.7M added.
- The largest Welbilt, Inc. seller in Q3 2021 was Invesco, an estimated $131M sold.
Based on aggregated 13F filings for Q3 2021.