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WBT

Welbilt, Inc.

Delisted

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

191 hedge funds and large institutions have $1.68B invested in Welbilt, Inc. in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,905% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $1.19M

130% more capital invested

Capital invested by funds: $731M → $1.68B (+$954M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

3% less funds holding

Funds holding: 197191 (-6)

10% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 49

Holders
191
Holders Change
-6
Holders Change %
-3.05%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
44
Increased
59
Reduced
45
Closed
49
Calls
$35.6M
Puts
$1.19M
Net Calls
+$34.4M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$158M
Vanguard Group
2
Vanguard Group
Pennsylvania
$147M +$605K +67,417 +0.6%
Invesco
3
Invesco
Georgia
$132M +$22M +2,449,053 +32%
BlackRock
4
BlackRock
New York
$126M +$6.29M +700,640 +8%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$77.9M +$52.9M +5,892,695 +53,570%
JP Morgan Chase
6
JP Morgan Chase
New York
$74.5M +$7.83M +872,047 +18%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$69M +$8.14M +906,176 +21%
GCM
8
Gates Capital Management
New York
$65M +$3.97M +441,924 +10%
VNIM
9
Vaughan Nelson Investment Management
Texas
$58.9M +$40M +4,459,675 New
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$58.2M +$960K +106,893 +2%
TCAM
11
Turtle Creek Asset Management
Ontario, Canada
$42.7M -$27.8M -3,099,361 -49%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$39.1M +$13.2K +1,467 +0%
SP
13
Sarasin & Partners
United Kingdom
$35.6M +$4.91M +546,429 +25%
State Street
14
State Street
Massachusetts
$33.6M -$73.7K -8,211 -0.3%
AllianceBernstein
15
AllianceBernstein
Tennessee
$32M +$17.2M +1,914,312 +374%
EARNEST Partners
16
EARNEST Partners
Georgia
$29.8M -$324K -36,048 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$28.2M +$231K +25,678 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$25.1M +$546K +60,781 +3%
Bank of America
19
Bank of America
North Carolina
$23.8M +$4.29M +478,099 +36%
Citadel Advisors
20
Citadel Advisors
Florida
$21.8M -$2.07M -230,665 -12%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$20.9M +$4.54M +505,647 +47%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$20.8M -$291K -32,416 -2%
Northern Trust
23
Northern Trust
Illinois
$20.2M -$665K -74,044 -5%
Norges Bank
24
Norges Bank
Norway
$18.8M +$941K +104,780 +8%
Select Equity Group
25
Select Equity Group
New York
$16.9M +$11.5M +1,282,372 New

WBT Hedge Fund Activity: Q4 2020 in Review

191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2020, worth a combined $1.68B — up 130% from $731M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of WBT and 44 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 59 added.

The largest buyer was Pictet Asset Management (UK), adding an estimated $52.9M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $48M sold.

  • 191 institutional investors held Welbilt, Inc. (WBT) as of Q4 2020, down from 197 in Q3 2020.
  • Funds reported $1.68B of Welbilt, Inc. stock for Q4 2020, up 130% quarter-over-quarter.
  • 44 funds opened new Welbilt, Inc. positions in Q4 2020 and 49 closed out, a net change of -5 holders.
  • The largest Welbilt, Inc. buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $52.9M added.
  • The largest Welbilt, Inc. seller in Q4 2020 was Champlain Investment Partners, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2020.