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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$187M -$12.5M -856,331 -7%
Select Equity Group
2
Select Equity Group
New York
$181M -$25.2M -1,727,855 -13%
IC
3
Icahn Carl
Florida
$165M
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$132M +$9.94M +681,104 +9%
GCM
5
Gates Capital Management
New York
$127M +$6.16M +422,413 +6%
CIP
6
Champlain Investment Partners
Vermont
$104M +$2.59M +177,290 +3%
BlackRock
7
BlackRock
New York
$91M -$1.14M -78,398 -1%
TCIM
8
TIAA CREF Investment Management
New York
$88M -$8.33M -571,000 -10%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$75.7M -$2.39M -163,528 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$58.5M +$38.4M +2,631,930 +280%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$55.8M -$261K -17,916 -0.5%
EARNEST Partners
12
EARNEST Partners
Georgia
$52.5M +$1M +68,736 +2%
Goldman Sachs
13
Goldman Sachs
New York
$43M -$2.63M -180,431 -6%
Handelsbanken Fonder
14
Handelsbanken Fonder
Sweden
$42.1M +$1.02M +69,981 +3%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$39M -$458K -31,367 -1%
State Street
16
State Street
Massachusetts
$36.3M +$122K +8,372 +0.4%
SCM
17
Scopia Capital Management
New York
$33.9M +$30.2M +2,069,997 New
HA
18
Homestead Advisers
Virginia
$33.4M -$2.1M -143,800 -7%
AC
19
Armistice Capital
New York
$32.8M +$3.53M +242,000 +14%
IIP
20
Intermede Investment Partners
United Kingdom
$32.1M +$3.24M +222,223 +13%
MRCP
21
Manor Road Capital Partners
New York
$31.1M +$13.1M +900,000 +90%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$30.5M +$1.84M +126,112 +7%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$24.9M +$22.2M +1,521,255 New
Invesco
24
Invesco
Georgia
$24.8M +$1.59M +108,836 +8%
DS
25
Dudley & Shanley
Florida
$24.3M -$14.8M -1,015,168 -41%

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.