We are live on ! Find out more
WBT

Welbilt, Inc.

Delisted

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

212 hedge funds and large institutions have $3.03B invested in Welbilt, Inc. in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $4.27M

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

4% more capital invested

Capital invested by funds: $2.91B → $3.03B (+$121M)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

9% less funds holding

Funds holding: 233212 (-21)

37% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 51

Holders
212
Holders Change
-21
Holders Change %
-9.01%
% of All Funds
3.71%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
32
Increased
70
Reduced
72
Closed
51
Calls
$21.9M
Puts
$4.27M
Net Calls
+$17.6M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$275M -$8.3K -353 -0%
IC
2
Icahn Carl
Florida
$259M
BlackRock
3
BlackRock
New York
$203M -$4.99M -212,211 -2%
MF
4
Magnetar Financial
Illinois
$149M +$84.8M +3,608,311 +129%
PCM
5
Pentwater Capital Management
Florida
$93M +$13.5M +573,300 +17%
VI
6
Versor Investments
New York
$91.3M +$89.7M +3,814,817 +3,376%
WIC
7
Water Island Capital
New York
$76.1M +$16.3M +692,439 +27%
Millennium Management
8
Millennium Management
New York
$74M +$28.5M +1,213,698 +62%
UBS Group
9
UBS Group
Switzerland
$71.5M +$70.5M +3,000,118 +4,021%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$70.8M +$1.84M +78,378 +3%
PAM
11
PSquared Asset Management
Switzerland
$61.6M +$62.3M +2,650,000 New
Goldman Sachs
12
Goldman Sachs
New York
$60.2M -$6.14M -261,416 -9%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$59.3M +$47.2M +2,006,188 +368%
State Street
14
State Street
Massachusetts
$58.9M -$371K -15,773 -0.6%
AAM
15
Alpine Associates Management
Florida
$58.9M +$12M +510,500 +25%
OPU
16
Omni Partners US
California
$54M +$54.6M +2,322,015 New
JP Morgan Chase
17
JP Morgan Chase
New York
$53.8M -$15.1M -640,390 -22%
SP
18
Sarasin & Partners
United Kingdom
$53M
Deutsche Bank
19
Deutsche Bank
Germany
$52.6M +$22.4M +954,781 +73%
Bank of America
20
Bank of America
North Carolina
$51.7M -$1.2M -51,255 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$48.8M -$725K -30,827 -1%
GCM
22
Gates Capital Management
New York
$46.8M -$7.05M -300,146 -13%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$46M -$7.95M -338,096 -15%
MAM
24
Melqart Asset Management
United Kingdom
$43.8M +$26.7M +1,137,362 +152%
TAL
25
TIG Advisors LLC
New York
$42.1M -$22.4M -951,963 -34%

WBT Hedge Fund Activity: Q3 2021 in Review

212 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2021, worth a combined $3.03B — up 4.2% from $2.91B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WBT and 32 opened new positions — a net loss of 19 holders — while 72 trimmed existing stakes and 70 added.

The largest buyer was Versor Investments, adding an estimated $89.7M. The largest seller was Invesco, cutting an estimated $131M.

  • 212 institutional investors held Welbilt, Inc. (WBT) as of Q3 2021, down from 233 in Q2 2021.
  • Funds reported $3.03B of Welbilt, Inc. stock for Q3 2021, up 4.2% quarter-over-quarter.
  • 32 funds opened new Welbilt, Inc. positions in Q3 2021 and 51 closed out, a net change of -19 holders.
  • The largest Welbilt, Inc. buyer in Q3 2021 was Versor Investments, an estimated $89.7M added.
  • The largest Welbilt, Inc. seller in Q3 2021 was Invesco, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.