We are live on ! Find out more
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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$501K -$31.1K -2,133 -6%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$498K +$18.6K +1,277 +4%
HT
128
HAP Trading
New York
$497K +$443K +30,340 New
AB
129
Amalgamated Bank
New York
$485K +$7.08K +485 +2%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$483K
Simplex Trading
131
Simplex Trading
Illinois
$460K -$426K -29,188 -51%
Holocene Advisors
132
Holocene Advisors
New York
$433K -$936K -64,166 -71%
DT
133
Diversified Trust
Tennessee
$397K
KBC Group
134
KBC Group
Belgium
$385K
FL
135
Fort LP
Maryland
$385K +$66K +4,520 +24%
NAS
136
Nicolet Advisory Services
Wisconsin
$385K +$343K +23,513 New
SG Americas Securities
137
SG Americas Securities
New York
$383K +$341K +23,367 New
AG
138
Advisor Group
Arizona
$379K -$12.1K -826 -3%
XK
139
Xact Kapitalforvaltning
Sweden
$378K
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$358K -$69.2K -4,745 -18%
USAA
141
United Services Automobile Association
Texas
$346K
Wolverine Trading
142
Wolverine Trading
Illinois
$345K -$626K -42,899 -67%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$342K +$17.7K +1,211 +6%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$324K +$306 +21 +0.1%
Canada Life
145
Canada Life
Manitoba, Canada
$310K +$66.6K +4,567 +32%
Verition Fund Management
146
Verition Fund Management
Connecticut
$300K +$267K +18,328 New
Parallax Volatility Advisers
147
Parallax Volatility Advisers
California
$289K +$253K +17,316 +5,200%
JC
148
JBF Capital
Colorado
$287K +$255K +17,500 New
US Bancorp
149
US Bancorp
Minnesota
$274K -$57.1K -3,915 -19%
CFA
150
Capstone Financial Advisors
Illinois
$255K +$228K +15,593 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.