Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
201 hedge funds and large institutions have $666M invested in Welbilt, Inc. in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 50 closing their positions.
6,500% more call options, than puts
Call options by funds: $132K | Put options by funds: $2K
10% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 69
10% less funds holding
Funds holding: 224 → 201 (-23)
42% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 50
70% less capital invested
Capital invested by funds: $2.2B → $666M (-$1.54B)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$28.8M |
| 2 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$22.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$12.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$53.2M |
| 2 |
SCM
Scopia Capital Management
New York
|
-$43.5M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$35.3M |
| 4 |
IIP
Intermede Investment Partners
London,
United Kingdom
|
-$34.6M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$23.3M |
WBT Hedge Fund Activity: Q1 2020 in Review
201 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2020, worth a combined $666M — down 70% from $2.2B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of WBT and 29 opened new positions — a net loss of 21 holders — while 69 trimmed existing stakes and 62 added.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $28.8M. The largest seller was Nuveen, cutting an estimated $53.2M.
- 201 institutional investors held Welbilt, Inc. (WBT) as of Q1 2020, down from 224 in Q4 2019.
- Funds reported $666M of Welbilt, Inc. stock for Q1 2020, down 70% quarter-over-quarter.
- 29 funds opened new Welbilt, Inc. positions in Q1 2020 and 50 closed out, a net change of -21 holders.
- The largest Welbilt, Inc. buyer in Q1 2020 was Adage Capital Partners, an estimated $28.8M added.
- The largest Welbilt, Inc. seller in Q1 2020 was Nuveen, an estimated $53.2M sold.
Based on aggregated 13F filings for Q1 2020.