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WBT

Welbilt, Inc.

Delisted

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

204 hedge funds and large institutions have $3.17B invested in Welbilt, Inc. in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $16M | Put options by funds: $3.74M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

5% more capital invested

Capital invested by funds: $3.03B → $3.17B (+$139M)

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

4% less funds holding

Funds holding: 212204 (-8)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

Holders
204
Holders Change
-8
Holders Change %
-3.77%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
28
Increased
73
Reduced
70
Closed
33
Calls
$16M
Puts
$3.74M
Net Calls
+$12.3M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$281M +$271K +11,454 +0.1%
IC
2
Icahn Carl
Florida
$265M
BlackRock
3
BlackRock
New York
$211M +$3.98M +168,007 +2%
MF
4
Magnetar Financial
Illinois
$155M +$3.35M +141,296 +2%
Millennium Management
5
Millennium Management
New York
$134M +$57.6M +2,434,481 +76%
VI
6
Versor Investments
New York
$104M +$10.4M +440,460 +11%
UBS Group
7
UBS Group
Switzerland
$93.1M +$19.9M +841,789 +27%
UOC
8
UBS O'Connor
Illinois
$91.6M +$91.2M +3,852,466 New
PCM
9
Pentwater Capital Management
Florida
$90.6M -$4.47M -189,000 -5%
WIC
10
Water Island Capital
New York
$78.4M +$535K +22,616 +0.7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$71.2M -$1.22M -51,657 -2%
Bank of America
12
Bank of America
North Carolina
$67.9M +$15M +632,343 +28%
Goldman Sachs
13
Goldman Sachs
New York
$65.4M +$3.75M +158,414 +6%
PAM
14
PSquared Asset Management
Switzerland
$64.2M +$1.2M +50,700 +2%
Deutsche Bank
15
Deutsche Bank
Germany
$61.4M +$7.6M +320,991 +14%
AAM
16
Alpine Associates Management
Florida
$61.1M +$893K +37,700 +1%
State Street
17
State Street
Massachusetts
$58.3M -$1.93M -81,368 -3%
HI
18
HBK Investments
Texas
$57M +$56.8M +2,400,000 New
KC
19
Kryger Capital
United Kingdom
$53.2M +$53M +2,238,168 New
TAL
20
TIG Advisors LLC
New York
$52M +$8.92M +376,678 +21%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$51.5M -$9.07M -383,000 -15%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$51.1M +$1.26M +53,267 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$41.6M -$13.4M -564,706 -24%
MAM
24
Melqart Asset Management
United Kingdom
$40.7M -$4.09M -172,681 -9%
WCMNY
25
Westchester Capital Management (New York)
New York
$40.1M

WBT Hedge Fund Activity: Q4 2021 in Review

204 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2021, worth a combined $3.17B — up 4.6% from $3.03B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WBT and 28 opened new positions — a net loss of 5 holders — while 70 trimmed existing stakes and 73 added.

The largest buyer was UBS O'Connor, opening a new position worth an estimated $91.2M. The largest seller was Sarasin & Partners, exiting entirely with an estimated $53M sold.

  • 204 institutional investors held Welbilt, Inc. (WBT) as of Q4 2021, down from 212 in Q3 2021.
  • Funds reported $3.17B of Welbilt, Inc. stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 28 funds opened new Welbilt, Inc. positions in Q4 2021 and 33 closed out, a net change of -5 holders.
  • The largest Welbilt, Inc. buyer in Q4 2021 was UBS O'Connor, an estimated $91.2M added.
  • The largest Welbilt, Inc. seller in Q4 2021 was Sarasin & Partners, an estimated $53M sold.

Based on aggregated 13F filings for Q4 2021.