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WBT

Welbilt, Inc.

Delisted

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

233 hedge funds and large institutions have $2.91B invested in Welbilt, Inc. in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 53 increasing their positions, 77 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $42M | Put options by funds: $10.4M

79% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 42

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more capital invested

Capital invested by funds: $2.1B → $2.91B (+$803M)

17% more funds holding

Funds holding: 200233 (+33)

31% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 77

Holders
233
Holders Change
+33
Holders Change %
+16.5%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
75
Increased
53
Reduced
77
Closed
42
Calls
$42M
Puts
$10.4M
Net Calls
+$31.6M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$274M +$5.19M +244,620 +2%
IC
2
Icahn Carl
Florida
$258M -$16.8M -791,870 -7%
BlackRock
3
BlackRock
New York
$207M -$33.2M -1,564,709 -15%
Invesco
4
Invesco
Georgia
$134M -$88.5M -4,169,491 -42%
PCM
5
Pentwater Capital Management
Florida
$79.3M +$72.7M +3,426,700 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$68.7M +$510K +24,059 +0.8%
JP Morgan Chase
7
JP Morgan Chase
New York
$68.4M -$55.1M -2,596,887 -47%
Goldman Sachs
8
Goldman Sachs
New York
$66.1M +$43.4M +2,044,079 +252%
TAL
9
TIG Advisors LLC
New York
$63.9M +$58.6M +2,762,017 New
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$63.1M -$86.9M -4,097,446 -60%
WIC
11
Water Island Capital
New York
$59.8M +$54.8M +2,582,857 New
State Street
12
State Street
Massachusetts
$59.1M +$1.34M +63,221 +3%
GCM
13
Gates Capital Management
New York
$53.5M -$19.7M -926,969 -29%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$53M -$27.9M -1,314,245 -36%
SP
15
Sarasin & Partners
United Kingdom
$52.8M -$3.03M -142,984 -6%
Bank of America
16
Bank of America
North Carolina
$52.7M -$2.61M -122,798 -5%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$50.4M -$46.8M -2,203,867 -50%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$49.3M +$685K +32,298 +2%
EARNEST Partners
19
EARNEST Partners
Georgia
$47.4M +$6.08M +286,582 +16%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$47M +$41.6M +1,958,499 +2,788%
AAM
21
Alpine Associates Management
Florida
$46.8M +$42.9M +2,022,500 New
Millennium Management
22
Millennium Management
New York
$45.6M +$21.1M +992,927 +102%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$40.7M +$27.5M +1,297,175 +283%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$39.5M +$25.4M +1,196,601 +235%
Norges Bank
25
Norges Bank
Norway
$38.4M +$10.6M +498,805 +43%

WBT Hedge Fund Activity: Q2 2021 in Review

233 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q2 2021, worth a combined $2.91B — up 38% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new WBT positions and 42 closed out — a net gain of 33 holders — while 53 added to existing stakes and 77 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $72.7M. The largest seller was AllianceBernstein, cutting an estimated $136M.

  • 233 institutional investors held Welbilt, Inc. (WBT) as of Q2 2021, up from 200 in Q1 2021.
  • Funds reported $2.91B of Welbilt, Inc. stock for Q2 2021, up 38% quarter-over-quarter.
  • 75 funds opened new Welbilt, Inc. positions in Q2 2021 and 42 closed out, a net change of +33 holders.
  • The largest Welbilt, Inc. buyer in Q2 2021 was Pentwater Capital Management, an estimated $72.7M added.
  • The largest Welbilt, Inc. seller in Q2 2021 was AllianceBernstein, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2021.