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WBT

Welbilt, Inc.

Delisted

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

220 hedge funds and large institutions have $2.38B invested in Welbilt, Inc. in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $4.93M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 220220 (0)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$61.9M)

Holders
220
Holders Change
Holders Change %
0%
% of All Funds
4.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
27
Increased
73
Reduced
69
Closed
26
Calls
$16.2M
Puts
$4.93M
Net Calls
+$11.3M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$25.4M +$69.2K +4,261 +0.3%
DS
27
Dudley & Shanley
Florida
$24.9M +$14.9K +920 +0.1%
ACM
28
Atlanta Capital Management
Georgia
$22.2M -$97.2K -5,989 -0.5%
Invesco
29
Invesco
Georgia
$21.7M -$216K -13,321 -1%
SP
30
Sarasin & Partners
United Kingdom
$20.8M +$12.4M +760,872 +162%
Jennison Associates
31
Jennison Associates
New York
$20.2M -$1.04M -64,088 -5%
Citadel Advisors
32
Citadel Advisors
Florida
$18.5M -$5.7M -351,177 -24%
Bank of America
33
Bank of America
North Carolina
$18.4M -$4.76M -293,317 -21%
Charles Schwab
34
Charles Schwab
California
$17.5M +$450K +27,705 +3%
WCM
35
Wedge Capital Management
North Carolina
$17.4M -$200K -12,333 -1%
UBS Group
36
UBS Group
Switzerland
$17M +$7.92M +487,808 +94%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$15.3M +$75.5K +4,652 +0.5%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$14.5M -$3.16M -194,380 -18%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$14.2M -$2.03M -125,274 -13%
Wells Fargo
40
Wells Fargo
California
$14.1M +$89.1K +5,487 +0.7%
1M
41
13D Management
New York
$13.5M +$593K +36,515 +5%
SAM
42
Skyline Asset Management
Illinois
$10.6M +$21.1K +1,300 +0.2%
Ameriprise
43
Ameriprise
Minnesota
$9.21M +$572K +35,246 +7%
EVM
44
Eaton Vance Management
Massachusetts
$8.87M +$1.98M +121,740 +30%
Norges Bank
45
Norges Bank
Norway
$8.75M
EAM
46
Eagle Asset Management
Florida
$8.64M +$123K +7,568 +1%
ORI
47
Oak Ridge Investments
Illinois
$8.29M -$390K -24,007 -5%
Millennium Management
48
Millennium Management
New York
$7.74M +$4.85M +298,530 +186%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$7.27M -$698K -42,973 -9%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$7.06M

WBT Hedge Fund Activity: Q3 2019 in Review

220 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2019, worth a combined $2.38B — down 2.5% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WBT positions and 26 closed out — a net gain of 1 holder — while 73 added to existing stakes and 69 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $15M. The largest seller was Select Equity Group, cutting an estimated $71.2M.

  • 220 institutional investors held Welbilt, Inc. (WBT) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.38B of Welbilt, Inc. stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 27 funds opened new Welbilt, Inc. positions in Q3 2019 and 26 closed out, a net change of +1 holder.
  • The largest Welbilt, Inc. buyer in Q3 2019 was Impax Asset Management Group, an estimated $15M added.
  • The largest Welbilt, Inc. seller in Q3 2019 was Select Equity Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2019.