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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
TWA
176
TCI Wealth Advisors
Arizona
$8K
AAP
177
Arax Advisory Partners
Colorado
$8K +$7.12K +300 +1,364%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$7K +$997 +42 +16%
CAGAS
179
Capital Advisory Group Advisory Services
Minnesota
$5K +$4.75K +200 New
SIC
180
Salem Investment Counselors
North Carolina
$4K
WAS
181
Winch Advisory Services
Wisconsin
$4K
MCM
182
Manchester Capital Management
Vermont
$3K -$665 -28 -19%
FAG
183
Fortitude Advisory Group
Washington
$2K
S
184
SignatureFD
Georgia
$2K +$1.85K +78 New
C
185
Covestor
United Kingdom
$1K -$119 -5 -13%
MCC
186
Money Concepts Capital
Florida
$1K +$1.16K +49 New
Macquarie Group
187
Macquarie Group
Australia
$64 +$38.8K +1,635 +155%
UOC
188
UBS O'Connor
Illinois
-$91.6M -3,852,466 Closed
KLCMU
189
Kite Lake Capital Management (UK)
United Kingdom
-$39M -1,642,756 Closed
SCC
190
Spring Creek Capital
Kansas
-$25.4M -1,069,918 Closed
GCL
191
Glazer Capital LLC
New York
-$21.8M -916,933 Closed
AC
192
Athos Capital
Hong Kong
-$7.73M -325,211 Closed
Alyeska Investment Group
193
Alyeska Investment Group
Illinois
-$7.1M -298,800 Closed
PI
194
PEAK6 Investments
Illinois
-$6.93M -291,554 Closed
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
-$3.23M -136,067 Closed
OAM
196
Oppenheimer Asset Management
New York
-$2.56M -107,769 Closed
KPF
197
K2 Principal Fund
Ontario, Canada
-$2.35M -98,940 Closed
BCM
198
Bluefin Capital Management
New York
-$2.26M -95,013 Closed
CC
199
Centiva Capital
New York
-$2.13M -89,598 Closed
RJA
200
Raymond James & Associates
Florida
-$1.96M -82,402 Closed

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.