We are live on ! Find out more
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
Nordea Investment Management
26
Nordea Investment Management
Sweden
$22.7M +$1.81M +123,738 +10%
TA
27
Teachers Advisors
New York
$22.7M +$17.8M +1,222,634 +752%
Citadel Advisors
28
Citadel Advisors
Florida
$22.4M +$17.2M +1,178,213 +621%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$20.9M +$608K +41,697 +3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$20.5M +$837K +57,376 +5%
SAM
31
Scopus Asset Management
New York
$20.4M +$18.2M +1,247,649 New
Millennium Management
32
Millennium Management
New York
$18.9M +$15.9M +1,092,508 +1,762%
JP Morgan Chase
33
JP Morgan Chase
New York
$18.8M +$15.9M +1,090,862 +1,830%
Bank of America
34
Bank of America
North Carolina
$18M +$10.2M +697,855 +175%
WCM
35
Wedge Capital Management
North Carolina
$17.9M -$2.11M -144,661 -12%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$14.9M +$366K +25,085 +3%
Jennison Associates
37
Jennison Associates
New York
$14.4M +$4.34M +297,257 +51%
1M
38
13D Management
New York
$14.1M +$3.26M +223,759 +35%
Charles Schwab
39
Charles Schwab
California
$12.8M +$41.6K +2,849 +0.4%
Northern Trust
40
Northern Trust
Illinois
$12.7M +$1.57M +107,772 +16%
Wells Fargo
41
Wells Fargo
California
$11.9M +$551K +37,787 +5%
Fidelity International
42
Fidelity International
Bermuda
$11.7M +$1.99M +136,097 +24%
ACM
43
Atlanta Capital Management
Georgia
$11.3M +$10.1M +692,779 New
SAM
44
Skyline Asset Management
Illinois
$10.5M +$1.37M +93,600 +17%
Norges Bank
45
Norges Bank
Norway
$9.54M
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$9.52M +$7.88M +539,806 +1,298%
KTA
47
Keeley-Teton Advisors
Illinois
$9.3M -$753K -51,580 -8%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$9.04M +$1.63M +111,440 +25%
ORI
49
Oak Ridge Investments
Illinois
$8.83M +$390K +26,760 +5%
UBS Group
50
UBS Group
Switzerland
$8.37M -$5.55M -380,302 -43%

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.