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WBT

Welbilt, Inc.

Delisted

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

190 hedge funds and large institutions have $3.11B invested in Welbilt, Inc. in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $3.17B → $3.11B (-$60.4M)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

7% less funds holding

Funds holding: 204190 (-14)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

19% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.81M

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

Holders
190
Holders Change
-14
Holders Change %
-6.86%
% of All Funds
3%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
23
Increased
66
Reduced
68
Closed
34
Calls
$1.46M
Puts
$1.81M
Net Calls
-$350K
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$282M +$1.03M +43,450 +0.4%
IC
2
Icahn Carl
Florida
$265M
BlackRock
3
BlackRock
New York
$210M -$1.4M -59,088 -0.7%
MF
4
Magnetar Financial
Illinois
$154M -$1.23M -51,722 -0.8%
Millennium Management
5
Millennium Management
New York
$126M -$7.81M -328,827 -6%
VI
6
Versor Investments
New York
$103M -$871K -36,695 -0.8%
UBS Group
7
UBS Group
Switzerland
$94.8M +$1.76M +74,282 +2%
PCM
8
Pentwater Capital Management
Florida
$93.4M +$2.86M +120,600 +3%
Bank of America
9
Bank of America
North Carolina
$91.7M +$23.8M +1,003,642 +35%
HI
10
HBK Investments
Texas
$89.9M +$32.9M +1,384,247 +58%
WIC
11
Water Island Capital
New York
$86.3M +$7.95M +334,930 +10%
Goldman Sachs
12
Goldman Sachs
New York
$80.2M +$14.9M +627,706 +23%
Deutsche Bank
13
Deutsche Bank
Germany
$70.3M +$8.86M +373,041 +14%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$67.9M -$3.2M -134,776 -5%
PAM
15
PSquared Asset Management
Switzerland
$64.1M
AAM
16
Alpine Associates Management
Florida
$61.2M +$153K +6,427 +0.3%
State Street
17
State Street
Massachusetts
$60M +$1.72M +72,283 +3%
KC
18
Kryger Capital
United Kingdom
$54.5M +$1.35M +56,938 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$51.5M +$396K +16,659 +0.8%
MAM
20
Melqart Asset Management
United Kingdom
$45.8M +$5.09M +214,500 +13%
Morgan Stanley
21
Morgan Stanley
New York
$43.4M +$24.8M +1,043,166 +133%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$41.6M -$9.88M -415,988 -19%
AA
23
AQR Arbitrage
Connecticut
$39.8M +$14M +591,601 +55%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$38.6M +$11M +464,756 +40%
WCMNY
25
Westchester Capital Management (New York)
New York
$36.9M -$3.17M -133,649 -8%

WBT Hedge Fund Activity: Q1 2022 in Review

190 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2022, worth a combined $3.11B — down 1.9% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WBT and 23 opened new positions — a net loss of 11 holders — while 68 trimmed existing stakes and 66 added.

The largest buyer was HBK Investments, adding an estimated $32.9M. The largest seller was UBS O'Connor, exiting entirely with an estimated $91.6M sold.

  • 190 institutional investors held Welbilt, Inc. (WBT) as of Q1 2022, down from 204 in Q4 2021.
  • Funds reported $3.11B of Welbilt, Inc. stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 23 funds opened new Welbilt, Inc. positions in Q1 2022 and 34 closed out, a net change of -11 holders.
  • The largest Welbilt, Inc. buyer in Q1 2022 was HBK Investments, an estimated $32.9M added.
  • The largest Welbilt, Inc. seller in Q1 2022 was UBS O'Connor, an estimated $91.6M sold.

Based on aggregated 13F filings for Q1 2022.