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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
CFGS
176
Concourse Financial Group Securities
Alabama
$42K -$4.58K -195 -10%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$39K
AF
178
Advisornet Financial
Minnesota
$35K -$141K -6,000 -80%
PCM
179
PenderFund Capital Management
British Columbia, Canada
$32K +$25.4K +1,080 New
EPM
180
Equitec Proprietary Markets
Illinois
$28K +$28.2K +1,200 New
QCG
181
Quadrant Capital Group
Ohio
$27K
ADL
182
Asset Dedication LLC
California
$23K
NFSG
183
Newbridge Financial Services Group
Florida
$23K
SAM
184
S.A. Mason
Michigan
$23K
SO
185
STRS Ohio
Ohio
$23K
GCL
186
Glazer Capital LLC
New York
$23K +$23.5K +1,000 +100,000%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$22K -$21.1M -896,519 -100%
DAM
188
Delta Asset Management
Tennessee
$22K
CFD
189
Creative Financial Designs
Indiana
$21K
BMD
190
Better Money Decisions
New Mexico
$17K
CHC
191
City Holding Co
West Virginia
$14K
GI
192
Gradient Investments
Minnesota
$12K -$47 -2 -0.4%
IRC
193
Investors Research Corp
Georgia
$9K
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$6K -$3.2K -136 -34%
TWA
195
TCI Wealth Advisors
Arizona
$6K +$1.65K +70 +39%
CAGAS
196
Capital Advisory Group Advisory Services
Minnesota
$5K
Parallax Volatility Advisers
197
Parallax Volatility Advisers
California
$5K
SPIA
198
Steward Partners Investment Advisory
New York
$5K
BFC
199
Bedel Financial Consulting
Indiana
$4K
WAS
200
Winch Advisory Services
Wisconsin
$4K

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.