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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
GAM
126
Gotham Asset Management
New York
$461K -$524K -32,255 -54%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$457K -$27.6K -1,703 -6%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$434K -$10.1K -624 -2%
OAC
129
OMERS Administration Corp
Ontario, Canada
$401K +$386K +23,800 New
NAS
130
Nicolet Advisory Services
Wisconsin
$396K
XK
131
Xact Kapitalforvaltning
Sweden
$389K
AB
132
Amalgamated Bank
New York
$387K -$4.43K -273 -1%
Arrowstreet Capital
133
Arrowstreet Capital
Massachusetts
$386K +$372K +22,900 New
WMSA
134
Weiss Multi-Strategy Advisers
New York
$384K +$370K +22,800 New
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$368K
US Bancorp
136
US Bancorp
Minnesota
$346K +$46.3K +2,850 +16%
JC
137
JBF Capital
Colorado
$329K
SEI Investments
138
SEI Investments
Pennsylvania
$312K -$5.99K -369 -2%
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$307K
PP
140
Paloma Partners
Connecticut
$302K +$291K +17,896 New
AG
141
Advisor Group
Arizona
$290K -$43.1K -2,657 -13%
GLA
142
Great Lakes Advisors
Illinois
$287K +$277K +17,035 New
SG Americas Securities
143
SG Americas Securities
New York
$266K -$173K -10,667 -40%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$259K +$8.96K +552 +4%
ProShare Advisors
145
ProShare Advisors
Maryland
$259K +$249K +15,349 New
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$255K +$1.54K +95 +0.6%
BC
147
Brinker Capital
Pennsylvania
$255K +$14.8K +911 +6%
Principal Financial Group
148
Principal Financial Group
Iowa
$254K +$43.8K +2,696 +22%
AAS
149
Annex Advisory Services
Wisconsin
$244K +$236K +14,511 New
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$241K -$2.11K -130 -0.9%

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.