Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
187 hedge funds and large institutions have $743M invested in Welbilt, Inc. in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 42 increasing their positions, 68 reducing their positions, and 47 closing their positions.
2,318% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $488K
12% more capital invested
Capital invested by funds: $666M → $743M (+$77.3M)
7% less funds holding
Funds holding: 201 → 187 (-14)
28% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 47
38% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$29.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14.8M |
| 3 |
Select Equity Group
New York
|
+$7.25M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$4.7M |
| 5 |
BlackRock
New York
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.6M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
-$18M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$15.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$12.3M |
| 5 |
GCM
Gates Capital Management
New York
|
-$7.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
226
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -131 | Closed |
|
|
GWS
227
Glassman Wealth Services
Vienna,
Virginia
| – | -$1K | -127 | Closed |
|
|
EW
228
Evoke Wealth
Los Angeles,
California
| – | -$546 | -101 | -69% |
|
|
BFEC
229
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$1K | -100 | Closed |
|
|
OSAM
230
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$216 | +40 | New |
|
231
Rockefeller Capital Management
New York
| – | +$330 | +61 | New |
|
WBT Hedge Fund Activity: Q2 2020 in Review
187 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q2 2020, worth a combined $743M — up 12% from $666M a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of WBT and 34 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 42 added.
The largest buyer was Nordea Investment Management, adding an estimated $29.7M. The largest seller was Fidelity Investments, cutting an estimated $18.6M.
- 187 institutional investors held Welbilt, Inc. (WBT) as of Q2 2020, down from 201 in Q1 2020.
- Funds reported $743M of Welbilt, Inc. stock for Q2 2020, up 12% quarter-over-quarter.
- 34 funds opened new Welbilt, Inc. positions in Q2 2020 and 47 closed out, a net change of -13 holders.
- The largest Welbilt, Inc. buyer in Q2 2020 was Nordea Investment Management, an estimated $29.7M added.
- The largest Welbilt, Inc. seller in Q2 2020 was Fidelity Investments, an estimated $18.6M sold.
Based on aggregated 13F filings for Q2 2020.