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WBT

Welbilt, Inc.

Delisted

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

190 hedge funds and large institutions have $3.11B invested in Welbilt, Inc. in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $3.17B → $3.11B (-$60.4M)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

7% less funds holding

Funds holding: 204190 (-14)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

19% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.81M

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

Holders
190
Holders Change
-14
Holders Change %
-6.86%
% of All Funds
3%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
23
Increased
66
Reduced
68
Closed
34
Calls
$1.46M
Puts
$1.81M
Net Calls
-$350K
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
126
Havens Advisors
New York
$499K -$3.47M -146,100 -87%
SFI
127
Susquehanna Fundamental Investments
Pennsylvania
$489K +$489K +20,600 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$484K +$462K +19,456 +2,101%
HT
129
HAP Trading
New York
$471K +$222K +9,346 +89%
Victory Capital Management
130
Victory Capital Management
Texas
$452K -$12.9K -545 -3%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$448K -$18.1K -762 -4%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$442K -$133K -5,613 -23%
FPTW
133
Franklin, Parlapiano, Turner & Welch
Texas
$415K
CCM
134
Chicago Capital Management
Illinois
$408K +$408K +17,200 New
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$407K
HKAM
136
Horizon Kinetics Asset Management
New York
$404K
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$402K -$10.9M -459,838 -96%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$398K -$299K -12,600 -43%
Osaic Holdings
139
Osaic Holdings
Arizona
$381K -$126K -5,293 -19%
AAS
140
Annex Advisory Services
Wisconsin
$374K
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$363K -$296K -12,453 -45%
William Blair & Company
142
William Blair & Company
Illinois
$346K -$75.3K -3,173 -18%
DC
143
Diametric Capital
Massachusetts
$262K +$49.3K +2,076 +23%
Prudential Financial
144
Prudential Financial
New Jersey
$258K -$83.5K -3,516 -24%
Squarepoint
145
Squarepoint
New York
$240K +$240K +10,104 New
AIP
146
Ameritas Investment Partners
Nebraska
$238K
CANY
147
Caxton Associates (New York)
New York
$238K +$237K +10,000 New
SC
148
Shay Capital
New York
$238K +$237K +10,000 New
PCM
149
PenderFund Capital Management
British Columbia, Canada
$234K +$19K +800 +11%
GAM
150
Gotham Asset Management
New York
$232K -$60K -2,529 -21%

WBT Hedge Fund Activity: Q1 2022 in Review

190 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2022, worth a combined $3.11B — down 1.9% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WBT and 23 opened new positions — a net loss of 11 holders — while 68 trimmed existing stakes and 66 added.

The largest buyer was HBK Investments, adding an estimated $32.9M. The largest seller was UBS O'Connor, exiting entirely with an estimated $91.6M sold.

  • 190 institutional investors held Welbilt, Inc. (WBT) as of Q1 2022, down from 204 in Q4 2021.
  • Funds reported $3.11B of Welbilt, Inc. stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 23 funds opened new Welbilt, Inc. positions in Q1 2022 and 34 closed out, a net change of -11 holders.
  • The largest Welbilt, Inc. buyer in Q1 2022 was HBK Investments, an estimated $32.9M added.
  • The largest Welbilt, Inc. seller in Q1 2022 was UBS O'Connor, an estimated $91.6M sold.

Based on aggregated 13F filings for Q1 2022.