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WBT

Welbilt, Inc.

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 1013 (+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: 212204 (-8)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

Holders
204
Holders Change
-8
Holders Change %
-3.77%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
28
Increased
73
Reduced
70
Closed
33
Calls
$16M
Puts
$3.74M
Net Calls
+$12.3M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
KLCMU
26
Kite Lake Capital Management (UK)
United Kingdom
$39M +$38.9M +1,642,756 New
Norges Bank
27
Norges Bank
Norway
$36.2M +$841K +35,500 +2%
Northern Trust
28
Northern Trust
Illinois
$32.4M -$405K -17,107 -1%
AllianceBernstein
29
AllianceBernstein
Tennessee
$29.3M +$1.84M +77,508 +7%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$27.6M +$5.29M +223,386 +24%
Charles Schwab
31
Charles Schwab
California
$27.1M -$490K -20,692 -2%
AA
32
AQR Arbitrage
Connecticut
$25.8M
SCC
33
Spring Creek Capital
Kansas
$25.4M -$8.87M -374,482 -26%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$24.2M -$2.27M -95,744 -9%
Capstone Investment Advisors
35
Capstone Investment Advisors
New York
$22.1M +$3.73M +157,547 +20%
GCL
36
Glazer Capital LLC
New York
$21.8M +$21.7M +915,932 +91,502%
LP
37
LMR Partners
United Kingdom
$21.5M +$2.14M +90,212 +11%
GF
38
Gabelli Funds
New York
$21.1M +$4.56M +192,611 +28%
N
39
Nuveen
North Carolina
$20.7M -$1.44M -60,819 -7%
Morgan Stanley
40
Morgan Stanley
New York
$18.6M -$472K -19,947 -2%
PMAM
41
Picton Mahoney Asset Management
Ontario, Canada
$17.2M +$17.1M +722,217 New
Neuberger Berman Group
42
Neuberger Berman Group
New York
$16.5M -$7.98M -336,884 -32%
GLAM
43
Gardner Lewis Asset Management
Pennsylvania
$15M +$9.59M +405,156 +180%
WP
44
Woodline Partners
California
$13M +$3.56M +150,378 +38%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$12.2M +$162K +6,836 +1%
Citadel Advisors
46
Citadel Advisors
Florida
$12.1M +$1.51M +63,847 +14%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$11.3M -$2.15M -90,930 -16%
PCM
48
Prelude Capital Management
New York
$10M +$1.58M +66,704 +19%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.83M +$2.16M +91,120 +28%
E
50
Ergoteles
New York
$9.8M +$455K +19,200 +5%

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.