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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
ACM
151
AlphaCrest Capital Management
New York
$218K +$218K +9,187 New
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$194K -$614K -25,846 -76%
Canada Life
153
Canada Life
Manitoba, Canada
$172K -$21.3K -897 -12%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$142K -$9.02K -380 -6%
US Bancorp
155
US Bancorp
Minnesota
$139K -$11.6K -490 -8%
SPIA
156
Steward Partners Investment Advisory
New York
$133K
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$104K +$4.27K +180 +4%
DFCM
158
Dark Forest Capital Management
Puerto Rico
$100K +$101K +4,251 New
Walleye Trading
159
Walleye Trading
New York
$62K +$61.7K +2,597 New
SO
160
STRS Ohio
Ohio
$54K
WT
161
Whittier Trust
California
$45K
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$43K
CFGS
163
Concourse Financial Group Securities
Alabama
$35K -$8.45K -356 -20%
EARNEST Partners
164
EARNEST Partners
Georgia
$32K -$4.32M -182,023 -99%
EPM
165
Equitec Proprietary Markets
Illinois
$29K
QCG
166
Quadrant Capital Group
Ohio
$28K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$27K +$784 +33 +3%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$26K +$24.4K +1,028 +1,582%
ADL
169
Asset Dedication LLC
California
$24K
NFSG
170
Newbridge Financial Services Group
Florida
$24K
SAM
171
S.A. Mason
Michigan
$24K
TRCT
172
Tower Research Capital (TRC)
New York
$15K -$429K -18,052 -97%
CHC
173
City Holding Co
West Virginia
$14K
GI
174
Gradient Investments
Minnesota
$12K
IA
175
IFP Advisors
Florida
$9K +$9.54K +402 +13,400%

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.