Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
197 hedge funds and large institutions have $731M invested in Welbilt, Inc. in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 23 closing their positions.
2,710% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $539K
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
5% more funds holding
Funds holding: 187 → 197 (+10)
2% less capital invested
Capital invested by funds: $743M → $731M (-$11.9M)
23% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$42.7M |
| 2 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$17.3M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$13.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$9.14M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$49.5M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$19.7M |
| 3 |
Select Equity Group
New York
|
-$8.17M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$6.7M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$6.69M |
WBT Hedge Fund Activity: Q3 2020 in Review
197 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2020, worth a combined $731M — down 1.6% from $743M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WBT positions and 23 closed out — a net gain of 10 holders — while 50 added to existing stakes and 65 trimmed.
The largest buyer was Turtle Creek Asset Management, opening a new position worth an estimated $42.7M. The largest seller was Impax Asset Management Group, cutting an estimated $49.5M.
- 197 institutional investors held Welbilt, Inc. (WBT) as of Q3 2020, up from 187 in Q2 2020.
- Funds reported $731M of Welbilt, Inc. stock for Q3 2020, down 1.6% quarter-over-quarter.
- 33 funds opened new Welbilt, Inc. positions in Q3 2020 and 23 closed out, a net change of +10 holders.
- The largest Welbilt, Inc. buyer in Q3 2020 was Turtle Creek Asset Management, an estimated $42.7M added.
- The largest Welbilt, Inc. seller in Q3 2020 was Impax Asset Management Group, an estimated $49.5M sold.
Based on aggregated 13F filings for Q3 2020.