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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
MCM
201
Manchester Capital Management
Vermont
$4K +$4.18K +178 New
SIC
202
Salem Investment Counselors
North Carolina
$3K
DFCM
203
Dark Forest Capital Management
Puerto Rico
$3K +$3.17K +135 New
LWM
204
Liberty Wealth Management
California
$2K
FHA
205
First Horizon Advisors
Tennessee
$2K +$823 +35 +66%
BCA
206
Berman Capital Advisors
Georgia
$2K +$2K +85 +386%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.35K +100 New
Walleye Capital
208
Walleye Capital
New York
$1.97K +$1.99M +84,656 New
AAP
209
Arax Advisory Partners
Colorado
$1K +$517 +22 New
EI
210
Ellevest Inc
New York
$1K +$541 +23 +62%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$189
Ninety One (UK)
212
Ninety One (UK)
United Kingdom
-$50.4M -2,178,795 Closed
SCM
213
Segantii Capital Management
Hong Kong
-$15.5M -669,032 Closed
JCI
214
Jet Capital Investors
New York
-$13.3M -575,000 Closed
WCM
215
Wedge Capital Management
North Carolina
-$12.9M -558,410 Closed
FAM
216
Fred Alger Management
New York
-$12.6M -544,689 Closed
ACH
217
ArrowMark Colorado Holdings
Colorado
-$10.6M -460,000 Closed
Renaissance Technologies
218
Renaissance Technologies
New York
-$8.95M -386,800 Closed
CC
219
Carlson Capital
Texas
-$8.68M -375,000 Closed
Two Sigma Investments
220
Two Sigma Investments
New York
-$8.62M -372,466 Closed
SRC
221
Samson Rock Capital
United Kingdom
-$6.8M -293,574 Closed
RA
222
Ramius Advisors
New York
-$6.03M -260,397 Closed
SC
223
Shay Capital
New York
-$5.88M -254,000 Closed
BC
224
Brookfield Corp
Ontario, Canada
-$5.16M -222,889 Closed
BHMP
225
Bardin Hill Management Partners
New York
-$4.84M -208,852 Closed

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.