Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
200 hedge funds and large institutions have $2.1B invested in Welbilt, Inc. in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 31 closing their positions.
1,563% more call options, than puts
Call options by funds: $51.9M | Put options by funds: $3.12M
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
25% more capital invested
Capital invested by funds: $1.68B → $2.1B (+$419M)
5% more funds holding
Funds holding: 191 → 200 (+9)
14% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 64
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$79.2M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$25.4M |
| 3 |
BlackRock
New York
|
+$14.6M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$13.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$31.1M |
| 2 |
GCM
Gates Capital Management
New York
|
-$25.3M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$24.4M |
| 4 |
Select Equity Group
New York
|
-$16.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.8M |
WBT Hedge Fund Activity: Q1 2021 in Review
200 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2021, worth a combined $2.1B — up 25% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WBT positions and 31 closed out — a net gain of 11 holders — while 55 added to existing stakes and 64 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $79.2M. The largest seller was Turtle Creek Asset Management, cutting an estimated $31.1M.
- 200 institutional investors held Welbilt, Inc. (WBT) as of Q1 2021, up from 191 in Q4 2020.
- Funds reported $2.1B of Welbilt, Inc. stock for Q1 2021, up 25% quarter-over-quarter.
- 42 funds opened new Welbilt, Inc. positions in Q1 2021 and 31 closed out, a net change of +11 holders.
- The largest Welbilt, Inc. buyer in Q1 2021 was AllianceBernstein, an estimated $79.2M added.
- The largest Welbilt, Inc. seller in Q1 2021 was Turtle Creek Asset Management, an estimated $31.1M sold.
Based on aggregated 13F filings for Q1 2021.