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WBT

Welbilt, Inc.

Delisted

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

220 hedge funds and large institutions have $2.45B invested in Welbilt, Inc. in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $7.37M

6% more capital invested

Capital invested by funds: $2.32B → $2.45B (+$129M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

6% less funds holding

Funds holding: 233220 (-13)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
220
Holders Change
-13
Holders Change %
-5.58%
% of All Funds
4.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
29
Increased
75
Reduced
77
Closed
39
Calls
$14.4M
Puts
$7.37M
Net Calls
+$7.02M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$24.2M +$1.32M +80,550 +6%
Bank of America
27
Bank of America
North Carolina
$23.1M +$4.65M +284,664 +26%
ACM
28
Atlanta Capital Management
Georgia
$22.1M +$10.3M +630,725 +91%
Invesco
29
Invesco
Georgia
$21.7M -$3.55M -217,004 -14%
Jennison Associates
30
Jennison Associates
New York
$21.1M +$6.22M +380,629 +43%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$17.6M -$3.6M -219,885 -17%
WCM
32
Wedge Capital Management
North Carolina
$17.5M -$749K -45,791 -4%
Charles Schwab
33
Charles Schwab
California
$16.8M +$3.74M +228,788 +29%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$16.4M -$6.56M -401,434 -29%
Northern Trust
35
Northern Trust
Illinois
$16.4M +$3.32M +203,319 +26%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$16.2M +$6.33M +386,921 +67%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$15.9M +$684K +41,831 +5%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$15M -$15.7M -959,411 -52%
Wells Fargo
39
Wells Fargo
California
$13.9M +$1.75M +107,317 +15%
1M
40
13D Management
New York
$12.8M -$1.48M -90,573 -11%
SAM
41
Skyline Asset Management
Illinois
$10.5M -$183K -11,200 -2%
SAM
42
Scopus Asset Management
New York
$9.3M -$11.3M -690,533 -55%
UBS Group
43
UBS Group
Switzerland
$8.69M +$150K +9,155 +2%
Norges Bank
44
Norges Bank
Norway
$8.67M -$1.04M -63,411 -11%
ORI
45
Oak Ridge Investments
Illinois
$8.61M -$385K -23,532 -4%
Ameriprise
46
Ameriprise
Minnesota
$8.53M +$2.86M +174,994 +52%
EAM
47
Eagle Asset Management
Florida
$8.43M +$600K +36,668 +8%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$7.91M -$1.28M -78,116 -14%
SP
49
Sarasin & Partners
United Kingdom
$7.85M +$333K +20,387 +5%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$7.7M +$7.54M +460,952 New

WBT Hedge Fund Activity: Q2 2019 in Review

220 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q2 2019, worth a combined $2.45B — up 5.5% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WBT and 29 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Nuveen, opening a new position worth an estimated $132M. The largest seller was Select Equity Group, cutting an estimated $52.5M.

  • 220 institutional investors held Welbilt, Inc. (WBT) as of Q2 2019, down from 233 in Q1 2019.
  • Funds reported $2.45B of Welbilt, Inc. stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 29 funds opened new Welbilt, Inc. positions in Q2 2019 and 39 closed out, a net change of -10 holders.
  • The largest Welbilt, Inc. buyer in Q2 2019 was Nuveen, an estimated $132M added.
  • The largest Welbilt, Inc. seller in Q2 2019 was Select Equity Group, an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.