We are live on ! Find out more
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
V
151
Veritable
Delaware
$239K -$187K -11,525 -45%
Diamond Hill Capital Management
152
Diamond Hill Capital Management
Ohio
$233K
TFA
153
Toth Financial Advisory
Virginia
$230K
Bessemer Group
154
Bessemer Group
New Jersey
$226K -$361K -22,243 -62%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$216K +$208K +12,809 New
Stifel Financial
156
Stifel Financial
Missouri
$215K +$6.64K +409 +3%
Prudential Financial
157
Prudential Financial
New Jersey
$208K -$14.8K -912 -7%
COI
158
Connable Office Inc
Michigan
$207K
CFA
159
Capstone Financial Advisors
Illinois
$206K
SFS
160
Sowell Financial Services
Arkansas
$198K +$191K +11,744 New
PHK
161
Point72 Hong Kong
Hong Kong
$192K -$20K -1,235 -10%
WAS
162
Winch Advisory Services
Wisconsin
$192K
II
163
Inspire Investing
Idaho
$186K +$7.71K +475 +5%
AIP
164
Ameritas Investment Partners
Nebraska
$184K -$9.25K -570 -5%
CRC
165
Curi RMB Capital
Illinois
$181K
Baird Financial Group
166
Baird Financial Group
Wisconsin
$174K -$4.63K -285 -3%
GCP
167
GSA Capital Partners
United Kingdom
$170K +$164K +10,082 New
CM
168
Caption Management
Oklahoma
$169K +$162K +10,000 New
AF
169
Advisornet Financial
Minnesota
$161K +$13K +800 +9%
Canada Life
170
Canada Life
Manitoba, Canada
$129K -$110K -6,792 -47%
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
$128K +$123K +7,580 New
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$126K
RIA
173
Realta Investment Advisors
Delaware
$92K -$4.12K -254 -4%
JCM
174
Jacobi Capital Management
Pennsylvania
$88K
HNB
175
Huntington National Bank
Ohio
$77K

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.