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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
MAM
201
Meeder Asset Management
Ohio
$5K -$7.99K -492 -61%
FHA
202
Flagship Harbor Advisors
Massachusetts
$5K
PA
203
Parallel Advisors
California
$5K
IA
204
IFP Advisors
Florida
$5K +$4.71K +290 New
BC
205
Bartlett & Co
Ohio
$4K +$3.73K +230 New
BCWM
206
Bartlett & Co Wealth Management
Ohio
$3.88K +$3.73K +230 New
RCAG
207
Rehmann Capital Advisory Group
Michigan
$3.32K
CFGS
208
Concourse Financial Group Securities
Alabama
$3K -$16K -983 -83%
AAP
209
Arax Advisory Partners
Colorado
$3K
BFC
210
Bedel Financial Consulting
Indiana
$3K
CAGAS
211
Capital Advisory Group Advisory Services
Minnesota
$3K
SIC
212
Salem Investment Counselors
North Carolina
$3K
GWS
213
Glassman Wealth Services
Virginia
$2K -$49 -3 -3%
QCG
214
Quadrant Capital Group
Ohio
$2K
TCOV
215
Trust Company of Vermont
Vermont
$2K
SWM
216
Selective Wealth Management
Virginia
$2K +$1.88K +116 New
LWM
217
Liberty Wealth Management
California
$1K
GT
218
Glenmede Trust
Pennsylvania
$465 +$6.82K +420 +2%
Wellington Management Group
219
Wellington Management Group
Massachusetts
-$15.9M -950,919 Closed
SAM
220
Scopus Asset Management
New York
-$9.3M -557,116 Closed
Teacher Retirement System of Texas
221
Teacher Retirement System of Texas
Texas
-$7.7M -460,952 Closed
PCM
222
Penn Capital Management
Pennsylvania
-$4.34M -259,702 Closed
Hudson Bay Capital Management
223
Hudson Bay Capital Management
Connecticut
-$3.92M -234,638 Closed
JG
224
Jefferies Group
New York
-$1.54M -94,716 Closed
Voloridge Investment Management
225
Voloridge Investment Management
Florida
-$1.03M -61,877 Closed

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.