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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
FCM
51
Frontier Capital Management
Massachusetts
$11.3M -$22.3M -948,021 -66%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$10.7M +$10.7M +455,018 New
Citadel Advisors
53
Citadel Advisors
Florida
$10.4M +$8.8M +374,338 +521%
Alyeska Investment Group
54
Alyeska Investment Group
Illinois
$9.3M +$9.4M +400,000 New
WP
55
Woodline Partners
California
$9.26M +$9.36M +398,323 New
IA
56
IndexIQ Advisors
New York
$9.19M -$89.4K -3,802 -1%
E
57
Ergoteles
New York
$9.13M +$8.23M +350,278 +818%
N
58
Natixis
France
$8.9M +$9M +382,858 New
Man Group
59
Man Group
United Kingdom
$8.7M +$2.96M +125,879 +51%
WMSA
60
Weiss Multi-Strategy Advisers
New York
$8.67M +$416K +17,698 +5%
PCM
61
Prelude Capital Management
New York
$8.24M +$8.11M +345,247 +3,737%
AIMCA
62
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.5M +$4.05M +172,500 +115%
GCIA
63
Gabelli & Co Investment Advisers
New York
$7.32M +$4.18M +177,776 +130%
Barclays
64
Barclays
United Kingdom
$7.18M +$1.42M +60,480 +24%
Swiss National Bank
65
Swiss National Bank
Switzerland
$6.92M +$37.6K +1,600 +0.5%
PI
66
PEAK6 Investments
Illinois
$6.43M -$268K -11,394 -4%
Invesco
67
Invesco
Georgia
$5.29M -$131M -5,569,575 -96%
GLAM
68
Gardner Lewis Asset Management
Pennsylvania
$5.23M +$5.29M +225,000 New
GI
69
GAMCO Investors
Connecticut
$5.09M +$1.74M +73,855 +51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.79M -$2.53M -107,700 -34%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$4.51M +$2.15M +91,603 +89%
Ameriprise
72
Ameriprise
Minnesota
$4.31M +$404K +17,195 +10%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$4.21M +$22.2K +945 +0.5%
Verition Fund Management
74
Verition Fund Management
Connecticut
$4.2M +$3.53M +150,220 +493%
PPA
75
Parametric Portfolio Associates
Washington
$4.16M -$163K -6,926 -4%

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.