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WBT

Welbilt, Inc.

Delisted

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

220 hedge funds and large institutions have $2.38B invested in Welbilt, Inc. in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $4.93M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 220220 (0)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$61.9M)

Holders
220
Holders Change
Holders Change %
0%
% of All Funds
4.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
27
Increased
73
Reduced
69
Closed
26
Calls
$16.2M
Puts
$4.93M
Net Calls
+$11.3M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$975K +$25.8K +1,589 +3%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$951K +$60.9K +3,750 +7%
SH
103
Svenska Handelsbanken
Sweden
$912K
ECM
104
ETrade Capital Management
Virginia
$888K +$10.6K +653 +1%
CSS
105
Cubist Systematic Strategies
Connecticut
$875K +$718K +44,202 +572%
TAM
106
Tocqueville Asset Management
New York
$869K -$39.9K -2,460 -5%
CHA
107
Cooper/Haims Advisors
New York
$862K +$219K +13,496 +36%
HKAM
108
Horizon Kinetics Asset Management
New York
$812K -$34.9K -2,151 -4%
VST
109
Van Strum & Towne
California
$808K +$29.6K +1,825 +4%
KTA
110
Keeley-Teton Advisors
Illinois
$802K -$430K -26,474 -36%
GWM
111
Greenwich Wealth Management
Connecticut
$776K
LBD
112
Landsberg Bennett & Dubbaneh
Florida
$760K
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$732K +$618K +38,059 +714%
Alyeska Investment Group
114
Alyeska Investment Group
Illinois
$727K +$700K +43,111 New
VOYA Investment Management
115
VOYA Investment Management
Georgia
$726K
RWA
116
River Wealth Advisors
Pennsylvania
$720K
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$707K +$376K +23,180 +124%
EGM
118
Engineers Gate Manager
New York
$690K +$17.4K +1,069 +3%
FPTW
119
Franklin, Parlapiano, Turner & Welch
Texas
$578K
William Blair & Company
120
William Blair & Company
Illinois
$556K +$306K +18,877 +134%
Man Group
121
Man Group
United Kingdom
$554K -$344K -21,212 -39%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$540K +$305K +18,818 +143%
WG
123
Winton Group
United Kingdom
$535K +$515K +31,747 New
DT
124
Diversified Trust
Tennessee
$475K +$21.9K +1,350 +5%
SAA
125
Southeast Asset Advisors
Georgia
$467K -$602K -37,100 -57%

WBT Hedge Fund Activity: Q3 2019 in Review

220 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2019, worth a combined $2.38B — down 2.5% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WBT positions and 26 closed out — a net gain of 1 holder — while 73 added to existing stakes and 69 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $15M. The largest seller was Select Equity Group, cutting an estimated $71.2M.

  • 220 institutional investors held Welbilt, Inc. (WBT) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.38B of Welbilt, Inc. stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 27 funds opened new Welbilt, Inc. positions in Q3 2019 and 26 closed out, a net change of +1 holder.
  • The largest Welbilt, Inc. buyer in Q3 2019 was Impax Asset Management Group, an estimated $15M added.
  • The largest Welbilt, Inc. seller in Q3 2019 was Select Equity Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2019.