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WBT

Welbilt, Inc.

Delisted

WBT was delisted on the 28th of July, 2022.

232 hedge funds and large institutions have $1.52B invested in Welbilt, Inc. in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,602% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $1.59M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

12% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 66

5% more funds holding

Funds holding: 220232 (+12)

44% less capital invested

Capital invested by funds: $2.73B → $1.52B (-$1.21B)

Holders
232
Holders Change
+12
Holders Change %
+5.45%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
50
Increased
74
Reduced
66
Closed
33
Calls
$27.1M
Puts
$1.59M
Net Calls
+$25.5M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$142M -$15.4M -998,156 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M +$3.99M +258,657 +2%
IC
3
Icahn Carl
Florida
$112M
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$82M +$22.5M +1,459,895 +25%
GCM
5
Gates Capital Management
New York
$81.2M +$47.1M +3,050,151 +72%
CIP
6
Champlain Investment Partners
Vermont
$68.5M +$3.11M +201,590 +3%
TCIM
7
TIAA CREF Investment Management
New York
$66.1M +$68.6M +4,446,521 +297%
BlackRock
8
BlackRock
New York
$62.6M +$1.42M +91,945 +2%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$53.2M +$5.08M +329,202 +7%
Brown Advisory
10
Brown Advisory
Maryland
$38.9M -$43.8M -2,837,064 -45%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$38.1M +$772K +50,038 +1%
EARNEST Partners
12
EARNEST Partners
Georgia
$34.9M -$1.34M -86,784 -3%
Goldman Sachs
13
Goldman Sachs
New York
$31.2M -$9.1M -590,097 -17%
Handelsbanken Fonder
14
Handelsbanken Fonder
Sweden
$27.8M +$18.7M +1,211,243 +94%
DS
15
Dudley & Shanley
Florida
$27.7M +$18.8M +1,217,045 +95%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$27.5M +$271K +17,580 +0.7%
State Street
17
State Street
Massachusetts
$24.6M -$69.9K -4,533 -0.2%
HA
18
Homestead Advisers
Virginia
$24.3M
AC
19
Armistice Capital
New York
$19.5M +$27.1M +1,758,000 New
IIP
20
Intermede Investment Partners
United Kingdom
$19.3M +$1.34M +86,734 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19.3M +$2.56M +165,931 +11%
Invesco
22
Invesco
Georgia
$15.6M +$2.02M +131,078 +10%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$14M +$2.82M +182,948 +17%
EAM
24
Eagle Asset Management
Florida
$13.9M -$218K -14,139 -1%
WCM
25
Wedge Capital Management
North Carolina
$13.7M +$785K +50,896 +4%

WBT Hedge Fund Activity: Q4 2018 in Review

232 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2018, worth a combined $1.52B — down 44% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WBT positions and 33 closed out — a net gain of 17 holders — while 74 added to existing stakes and 66 trimmed.

The largest buyer was TIAA CREF Investment Management, adding an estimated $68.6M. The largest seller was Brown Advisory, cutting an estimated $43.8M.

  • 232 institutional investors held Welbilt, Inc. (WBT) as of Q4 2018, up from 220 in Q3 2018.
  • Funds reported $1.52B of Welbilt, Inc. stock for Q4 2018, down 44% quarter-over-quarter.
  • 50 funds opened new Welbilt, Inc. positions in Q4 2018 and 33 closed out, a net change of +17 holders.
  • The largest Welbilt, Inc. buyer in Q4 2018 was TIAA CREF Investment Management, an estimated $68.6M added.
  • The largest Welbilt, Inc. seller in Q4 2018 was Brown Advisory, an estimated $43.8M sold.

Based on aggregated 13F filings for Q4 2018.