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WBT

Welbilt, Inc.

Delisted

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

212 hedge funds and large institutions have $3.03B invested in Welbilt, Inc. in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $4.27M

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

4% more capital invested

Capital invested by funds: $2.91B → $3.03B (+$121M)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

9% less funds holding

Funds holding: 233212 (-21)

37% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 51

Holders
212
Holders Change
-21
Holders Change %
-9.01%
% of All Funds
3.71%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
32
Increased
70
Reduced
72
Closed
51
Calls
$21.9M
Puts
$4.27M
Net Calls
+$17.6M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$338K +$342K +14,543 New
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$315K +$319K +13,561 New
AG
153
Algert Global
California
$307K +$311K +13,218 New
Stifel Financial
154
Stifel Financial
Missouri
$306K -$154K -6,554 -33%
VF
155
Virtu Financial
New York
$291K -$15.8K -674 -5%
GAM
156
Gotham Asset Management
New York
$290K +$63.3K +2,691 +28%
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
$254K -$11.2M -475,249 -98%
QT
158
Quantamental Technologies
New York
$252K +$254K +10,824 New
BC
159
Bridgefront Capital
Texas
$246K +$249K +10,606 New
SEC
160
Seven Eight Capital
New York
$235K -$2.56M -108,707 -91%
AIP
161
Ameritas Investment Partners
Nebraska
$233K -$13.7K -583 -5%
SMC
162
S. Muoio & Co
New York
$232K +$235K +10,000 New
HI
163
Harbour Investments
Wisconsin
$203K -$4.7K -200 -2%
Voloridge Investment Management
164
Voloridge Investment Management
Florida
$201K -$1.65M -70,112 -89%
ST
165
Sphinx Trading
Illinois
$186K +$188K +8,000 New
Canada Life
166
Canada Life
Manitoba, Canada
$181K
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$173K +$128K +5,435 +274%
TRCT
168
Tower Research Capital (TRC)
New York
$153K -$1.81K -77 -1%
US Bancorp
169
US Bancorp
Minnesota
$143K -$181K -7,712 -56%
CG
170
Cutler Group
California
$128K +$1.18K +50 +0.9%
JCM
171
Jacobi Capital Management
Pennsylvania
$121K
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$115K +$1.53K +65 +1%
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$112K -$18.5K -786 -14%
Macquarie Group
174
Macquarie Group
Australia
$108K +$93.8K +3,991 +627%
WT
175
Whittier Trust
California
$44K -$119K -5,045 -73%

WBT Hedge Fund Activity: Q3 2021 in Review

212 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2021, worth a combined $3.03B — up 4.2% from $2.91B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WBT and 32 opened new positions — a net loss of 19 holders — while 72 trimmed existing stakes and 70 added.

The largest buyer was Versor Investments, adding an estimated $89.7M. The largest seller was Invesco, cutting an estimated $131M.

  • 212 institutional investors held Welbilt, Inc. (WBT) as of Q3 2021, down from 233 in Q2 2021.
  • Funds reported $3.03B of Welbilt, Inc. stock for Q3 2021, up 4.2% quarter-over-quarter.
  • 32 funds opened new Welbilt, Inc. positions in Q3 2021 and 51 closed out, a net change of -19 holders.
  • The largest Welbilt, Inc. buyer in Q3 2021 was Versor Investments, an estimated $89.7M added.
  • The largest Welbilt, Inc. seller in Q3 2021 was Invesco, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.