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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
ASN
201
Advisory Services Network
Georgia
$14K -$1.84K -126 -13%
CAC
202
Certified Advisory Corp
Florida
$14K
DBT
203
Dubuque Bank & Trust
Iowa
$11K
SWM
204
SeaCrest Wealth Management
New York
$10K
S
205
SignatureFD
Georgia
$8K
CAM
206
Cresset Asset Management
Illinois
$8K +$3.75K +257 +106%
IRC
207
Investors Research Corp
Georgia
$7K +$5.84K +400 New
PCG
208
Private Capital Group
Connecticut
$6K
BCA
209
Berman Capital Advisors
Georgia
$6K +$6.01K +412 +4,578%
WCM
210
WealthBridge Capital Management
Ohio
$5K +$44 +3 +0.9%
FHA
211
Flagship Harbor Advisors
Massachusetts
$4K -$4.38K -300 -50%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$4K -$2.74K -188 -43%
LFA
213
Legacy Financial Advisors
Kentucky
$4K -$2.47K -169 -39%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$4K +$3.72K +255 New
BFC
215
Bedel Financial Consulting
Indiana
$3K
CAGAS
216
Capital Advisory Group Advisory Services
Minnesota
$3K
VNA
217
Valley National Advisers
Pennsylvania
$3K
MIM
218
MetLife Investment Management
New Jersey
$2.92K +$15 +1 +0.6%
CQS
219
Credential Qtrade Securities
$2.47K -$47.5K -3,255 -96%
RCAG
220
Rehmann Capital Advisory Group
Michigan
$2.01K
GWS
221
Glassman Wealth Services
Virginia
$2K +$1.36K +93 +404%
FGAM
222
Financial Gravity Asset Management
Texas
$2K +$1.37K +94 New
TCOV
223
Trust Company of Vermont
Vermont
$2K +$1.52K +104 New
TWA
224
TCI Wealth Advisors
Arizona
$1K -$1.02K -70 -63%
AIA
225
Alera Investment Advisors
Illinois
$1K

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.