Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
225 hedge funds and large institutions have $2.21B invested in Welbilt, Inc. in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 68 reducing their positions, and 29 closing their positions.
2,905% more call options, than puts
Call options by funds: $13M | Put options by funds: $433K
24% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 29
2% more funds holding
Funds holding: 221 → 225 (+4)
7% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 68
8% less capital invested
Capital invested by funds: $2.39B → $2.21B (-$181M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$52M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$47.3M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$39M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$31.1M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
-$64.6M |
| 2 |
Select Equity Group
New York
|
-$58.7M |
| 3 |
GCM
Gates Capital Management
New York
|
-$25.9M |
| 4 |
DS
Dudley & Shanley
Palm Beach,
Florida
|
-$24.9M |
| 5 |
AC
Armistice Capital
New York
|
-$23.4M |
WBT Hedge Fund Activity: Q4 2019 in Review
225 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2019, worth a combined $2.21B — down 7.6% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new WBT positions and 29 closed out — a net gain of 7 holders — while 73 added to existing stakes and 68 trimmed.
The largest buyer was Ninety One (UK), adding an estimated $52M. The largest seller was Scopia Capital Management, cutting an estimated $64.6M.
- 225 institutional investors held Welbilt, Inc. (WBT) as of Q4 2019, up from 221 in Q3 2019.
- Funds reported $2.21B of Welbilt, Inc. stock for Q4 2019, down 7.6% quarter-over-quarter.
- 36 funds opened new Welbilt, Inc. positions in Q4 2019 and 29 closed out, a net change of +7 holders.
- The largest Welbilt, Inc. buyer in Q4 2019 was Ninety One (UK), an estimated $52M added.
- The largest Welbilt, Inc. seller in Q4 2019 was Scopia Capital Management, an estimated $64.6M sold.
Based on aggregated 13F filings for Q4 2019.