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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
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$76K -$81.5K -5,021 -53%
PAM
177
Panagora Asset Management
Massachusetts
$69K
SO
178
STRS Ohio
Ohio
$60K +$19.5K +1,200 +50%
QT
179
Quantamental Technologies
New York
$58K +$55.6K +3,424 New
BBHC
180
Brown Brothers Harriman & Co
New York
$31K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$31K
FMTCOCP
182
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K
SSB
183
Sandy Spring Bank
Maryland
$20K
EW
184
Evoke Wealth
California
$19.5K +$18.8K +1,157 New
BFEC
185
Benjamin F. Edwards & Company
Missouri
$17K -$12.8K -790 -44%
GWM
186
Geneos Wealth Management
Colorado
$17K -$12.3K -760 -42%
ADL
187
Asset Dedication LLC
California
$17K
DAM
188
Delta Asset Management
Tennessee
$16K
ASN
189
Advisory Services Network
Georgia
$14K
GSWM
190
Golden State Wealth Management
California
$13K -$140K -8,600 -92%
CHC
191
City Holding Co
West Virginia
$10K +$9.74K +600 New
S
192
SignatureFD
Georgia
$9K +$1.02K +63 +13%
SPIA
193
Steward Partners Investment Advisory
New York
$9K +$1.92K +118 +26%
FBT
194
First Bank & Trust
South Dakota
$9K +$2.14K +132 +32%
BCA
195
Berman Capital Advisors
Georgia
$7K
IRC
196
Investors Research Corp
Georgia
$7K
AIC
197
Ameritas Investment Company
Nebraska
$7K +$6.49K +400 New
Walleye Capital
198
Walleye Capital
New York
$7K +$6.49K +400 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$6K
PCG
200
Private Capital Group
Connecticut
$6K +$5.97K +368 New

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.