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WBT

Welbilt, Inc.

Delisted

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

233 hedge funds and large institutions have $2.32B invested in Welbilt, Inc. in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more call options, than puts

Call options by funds: $40.8M | Put options by funds: $7.43M

53% more capital invested

Capital invested by funds: $1.52B → $2.32B (+$802M)

17% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 69

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding

Funds holding: 232233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
81
Reduced
69
Closed
36
Calls
$40.8M
Puts
$7.43M
Net Calls
+$33.3M
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Hudson Bay Capital Management
101
Hudson Bay Capital Management
Connecticut
$977K -$1.1M -75,091 -56%
RAM
102
Redmond Asset Management
Virginia
$976K +$320K +21,923 +58%
FP
103
Foundry Partners
Minnesota
$961K -$58.8K -4,031 -6%
CS
104
Credit Suisse
Switzerland
$956K -$370K -25,349 -30%
AllianceBernstein
105
AllianceBernstein
Tennessee
$861K -$17.5K -1,200 -2%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$849K +$7.76K +532 +1%
MWNA
107
Marshall Wace North America
New York
$848K +$458K +31,388 +154%
HKAM
108
Horizon Kinetics Asset Management
New York
$843K +$751K +51,473 New
Bessemer Group
109
Bessemer Group
New Jersey
$800K -$18K -1,236 -2%
TAM
110
Tocqueville Asset Management
New York
$771K -$599K -41,020 -47%
VST
111
Van Strum & Towne
California
$755K -$35.4K -2,425 -5%
GWM
112
Greenwich Wealth Management
Connecticut
$754K -$29 -2 -0%
LBD
113
Landsberg Bennett & Dubbaneh
Florida
$749K
RWA
114
River Wealth Advisors
Pennsylvania
$728K +$14.6K +1,000 +2%
SEC
115
Seven Eight Capital
New York
$648K -$1.08M -73,800 -65%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$622K -$32.1K -2,199 -5%
WCM
117
Weld Capital Management
New York
$619K +$551K +37,768 New
CHA
118
Cooper/Haims Advisors
New York
$616K -$730 -50 -0.1%
PP
119
Paloma Partners
Connecticut
$599K +$533K +36,554 New
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$589K +$42.6K +2,918 +9%
V
121
Veritable
Delaware
$584K -$17.1K -1,171 -3%
Citigroup
122
Citigroup
New York
$561K -$74.6K -5,115 -13%
FPTW
123
Franklin, Parlapiano, Turner & Welch
Texas
$561K
OAC
124
OMERS Administration Corp
Ontario, Canada
$550K +$473K +32,400 New
ECM
125
ETrade Capital Management
Virginia
$527K +$470K +32,185 New

WBT Hedge Fund Activity: Q1 2019 in Review

233 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2019, worth a combined $2.32B — up 53% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WBT positions and 36 closed out — a net gain of 4 holders — while 81 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.4M. The largest seller was Brown Advisory, cutting an estimated $50.9M.

  • 233 institutional investors held Welbilt, Inc. (WBT) as of Q1 2019, up from 232 in Q4 2018.
  • Funds reported $2.32B of Welbilt, Inc. stock for Q1 2019, up 53% quarter-over-quarter.
  • 40 funds opened new Welbilt, Inc. positions in Q1 2019 and 36 closed out, a net change of +4 holders.
  • The largest Welbilt, Inc. buyer in Q1 2019 was Fidelity Investments, an estimated $38.4M added.
  • The largest Welbilt, Inc. seller in Q1 2019 was Brown Advisory, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2019.