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WBT

Welbilt, Inc.

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 510 (+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: 233212 (-21)

37% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 51

Holders
212
Holders Change
-21
Holders Change %
-9.01%
% of All Funds
3.71%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
32
Increased
70
Reduced
72
Closed
51
Calls
$21.9M
Puts
$4.27M
Net Calls
+$17.6M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
26
Westchester Capital Management (New York)
New York
$39.2M +$823K +35,031 +2%
EARNEST Partners
27
EARNEST Partners
Georgia
$36.1M -$11.6M -493,964 -24%
Norges Bank
28
Norges Bank
Norway
$34.5M -$4.11M -174,843 -11%
SCC
29
Spring Creek Capital
Kansas
$33.6M +$4.57M +194,400 +16%
Northern Trust
30
Northern Trust
Illinois
$32.1M -$1.38M -58,712 -4%
Charles Schwab
31
Charles Schwab
California
$27M -$715K -30,400 -3%
AllianceBernstein
32
AllianceBernstein
Tennessee
$26.8M -$3.17M -134,897 -10%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$25.9M -$13.9M -591,522 -35%
AA
34
AQR Arbitrage
Connecticut
$25.2M +$1.72M +73,053 +7%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$24M +$1.33M +56,565 +6%
RCM
36
Ratan Capital Management
Florida
$22M +$1.6M +68,228 +8%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$21.8M -$25.7M -1,092,243 -54%
N
38
Nuveen
North Carolina
$21.6M -$3.42M -145,372 -14%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$20M -$21.1M -897,845 -51%
LP
40
LMR Partners
United Kingdom
$18.9M +$7.4M +314,788 +63%
Morgan Stanley
41
Morgan Stanley
New York
$18.7M +$7.87M +334,845 +71%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$18.3M -$19.2M -818,223 -51%
Capstone Investment Advisors
43
Capstone Investment Advisors
New York
$17.9M +$17M +724,081 +1,523%
Citigroup
44
Citigroup
New York
$16.3M +$3.58M +152,430 +28%
GF
45
Gabelli Funds
New York
$16.1M +$7.84M +333,658 +93%
OFCM
46
One Fin Capital Management
California
$15.1M
Wells Fargo
47
Wells Fargo
California
$14.7M -$5.8M -246,875 -28%
AC
48
Athos Capital
Hong Kong
$13.3M +$5.86M +249,128 +77%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$13.2M -$228K -9,698 -2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$11.8M -$2.49K -106 -0%

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.