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WBT

Welbilt, Inc.

Delisted

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

233 hedge funds and large institutions have $2.32B invested in Welbilt, Inc. in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more call options, than puts

Call options by funds: $40.8M | Put options by funds: $7.43M

53% more capital invested

Capital invested by funds: $1.52B → $2.32B (+$802M)

17% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 69

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding

Funds holding: 232233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
81
Reduced
69
Closed
36
Calls
$40.8M
Puts
$7.43M
Net Calls
+$33.3M
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
176
Golden State Wealth Management
California
$153K +$136K +9,350 New
AF
177
Advisornet Financial
Minnesota
$144K
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$141K -$7.38K -506 -6%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$122K -$16.8K -1,149 -13%
Barclays
180
Barclays
United Kingdom
$117K -$3.17M -217,126 -97%
RIA
181
Realta Investment Advisors
Delaware
$105K +$93.1K +6,380 New
JCM
182
Jacobi Capital Management
Pennsylvania
$85K
CG
183
Cutler Group
California
$81K
PAM
184
Panagora Asset Management
Massachusetts
$67K
QCG
185
Quadrant Capital Group
Ohio
$63K +$55.3K +3,791 +2,939%
TRCT
186
Tower Research Capital (TRC)
New York
$62K +$32.5K +2,226 +144%
HNB
187
Huntington National Bank
Ohio
$54K +$23.7K +1,627 +99%
AIG
188
American International Group
New York
$50K -$1.58K -108 -3%
Walleye Capital
189
Walleye Capital
New York
$49K +$43.8K +3,000 New
BC
190
Bartlett & Co
Ohio
$33K
BCWM
191
Bartlett & Co Wealth Management
Ohio
$32.8K
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$32K -$233 -16 -0.8%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$31K -$25.5K -1,749 -57%
GWM
194
Geneos Wealth Management
Colorado
$29K
FMTCOCP
195
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
SSB
196
Sandy Spring Bank
Maryland
$20K
OWA
197
One Wealth Advisors
California
$20K +$17.4K +1,194 New
CFGS
198
Concourse Financial Group Securities
Alabama
$17K
ADL
199
Asset Dedication LLC
California
$16K
DAM
200
Delta Asset Management
Tennessee
$16K

WBT Hedge Fund Activity: Q1 2019 in Review

233 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2019, worth a combined $2.32B — up 53% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WBT positions and 36 closed out — a net gain of 4 holders — while 81 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.4M. The largest seller was Brown Advisory, cutting an estimated $50.9M.

  • 233 institutional investors held Welbilt, Inc. (WBT) as of Q1 2019, up from 232 in Q4 2018.
  • Funds reported $2.32B of Welbilt, Inc. stock for Q1 2019, up 53% quarter-over-quarter.
  • 40 funds opened new Welbilt, Inc. positions in Q1 2019 and 36 closed out, a net change of +4 holders.
  • The largest Welbilt, Inc. buyer in Q1 2019 was Fidelity Investments, an estimated $38.4M added.
  • The largest Welbilt, Inc. seller in Q1 2019 was Brown Advisory, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2019.