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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$199M -$2.22M -136,674 -1%
IC
2
Icahn Carl
Florida
$170M
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$159M +$15M +924,247 +11%
BlackRock
4
BlackRock
New York
$152M +$4.78M +294,266 +3%
CIP
5
Champlain Investment Partners
Vermont
$120M +$10.9M +668,395 +10%
GCM
6
Gates Capital Management
New York
$111M -$12.5M -772,446 -10%
SCM
7
Scopia Capital Management
New York
$111M +$12.9M +794,700 +14%
N
8
Nuveen
North Carolina
$96.5M -$38.4M -2,364,577 -29%
JP Morgan Chase
9
JP Morgan Chase
New York
$70.8M +$10.6M +655,487 +19%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$69M -$2.03M -125,001 -3%
Select Equity Group
11
Select Equity Group
New York
$58.7M -$71.2M -4,383,276 -56%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$56.3M +$158K +9,754 +0.3%
EARNEST Partners
13
EARNEST Partners
Georgia
$56.2M +$244K +15,001 +0.5%
State Street
14
State Street
Massachusetts
$45.5M -$8.34M -513,661 -16%
Handelsbanken Fonder
15
Handelsbanken Fonder
Sweden
$44M -$166K -10,200 -0.4%
Goldman Sachs
16
Goldman Sachs
New York
$37.8M -$241K -14,819 -0.7%
IIP
17
Intermede Investment Partners
United Kingdom
$36.7M +$4.1M +252,587 +13%
AC
18
Armistice Capital
New York
$35.3M -$1.62M -100,000 -5%
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$35.2M -$2.82M -173,743 -8%
Aberdeen Group
20
Aberdeen Group
United Kingdom
$34.5M -$5.43M -334,279 -14%
MRCP
21
Manor Road Capital Partners
New York
$33.7M -$406K -25,000 -1%
Northern Trust
22
Northern Trust
Illinois
$31.4M +$14.3M +881,723 +90%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$30.5M +$13.4M +827,449 +84%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$27.6M +$570K +35,129 +2%
HA
25
Homestead Advisers
Virginia
$25.6M

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.