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WBT

Welbilt, Inc.

Delisted

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

222 hedge funds and large institutions have $2.83B invested in Welbilt, Inc. in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $551K | Put options by funds: $344K

45% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 60

17% more capital invested

Capital invested by funds: $2.41B → $2.83B (+$412M)

3% less funds holding

Funds holding: 230222 (-8)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
222
Holders Change
-8
Holders Change %
-3.48%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
87
Reduced
60
Closed
31
Calls
$551K
Puts
$344K
Net Calls
+$207K
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
51
DnB Asset Management
Norway
$8.36M +$3.2M +160,100 +75%
ERSOT
52
Employees Retirement System of Texas
Texas
$8.19M -$1.08M -54,000 -13%
PC
53
Pier Capital
Connecticut
$7.95M +$2.24M +112,114 +46%
PSUF
54
People's United Financial
Connecticut
$7.53M +$18.7K +937 New
TAM
55
Tocqueville Asset Management
New York
$7.35M +$323K +16,180 +5%
Two Sigma Investments
56
Two Sigma Investments
New York
$7.34M +$2.79M +139,601 +74%
Federated Hermes
57
Federated Hermes
Pennsylvania
$6.99M -$3.92M -195,925 -38%
PPA
58
Parametric Portfolio Associates
Washington
$6.17M +$408K +20,422 +8%
Invesco
59
Invesco
Georgia
$5.43M +$2.43M +121,578 +100%
Comerica Bank
60
Comerica Bank
Texas
$5.26M +$4.64M +232,095 New
Axa
61
Axa
France
$5.24M +$1.53M +76,718 +48%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$5.14M -$356K -17,825 -7%
Swiss National Bank
63
Swiss National Bank
Switzerland
$5.14M
Man Group
64
Man Group
United Kingdom
$4.79M -$525K -26,287 -11%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$4.74M +$234K +11,725 +6%
MAP
66
Moody Aldrich Partners
Massachusetts
$4.69M +$4.2M +210,224 New
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$4.54M
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.47M +$64.8K +3,244 +2%
GF
69
Gabelli Funds
New York
$4.39M
JP Morgan Chase
70
JP Morgan Chase
New York
$4.14M +$128K +6,385 +4%
EAMA
71
EFG Asset Management (Americas)
Florida
$4M +$914K +45,743 +34%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$3.77M +$210K +10,531 +7%
TA
73
Teachers Advisors
New York
$3.25M +$13.6K +680 +0.5%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$3.21M +$2.87M +143,741 New
NONA
75
Ninety One North America
New York
$3.2M -$1.33M -66,638 -32%

WBT Hedge Fund Activity: Q2 2018 in Review

222 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q2 2018, worth a combined $2.83B — up 17% from $2.41B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WBT and 25 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 87 added.

The largest buyer was Manor Road Capital Partners, adding an estimated $31M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $82.9M sold.

  • 222 institutional investors held Welbilt, Inc. (WBT) as of Q2 2018, down from 230 in Q1 2018.
  • Funds reported $2.83B of Welbilt, Inc. stock for Q2 2018, up 17% quarter-over-quarter.
  • 25 funds opened new Welbilt, Inc. positions in Q2 2018 and 31 closed out, a net change of -6 holders.
  • The largest Welbilt, Inc. buyer in Q2 2018 was Manor Road Capital Partners, an estimated $31M added.
  • The largest Welbilt, Inc. seller in Q2 2018 was Capital Research Global Investors, an estimated $82.9M sold.

Based on aggregated 13F filings for Q2 2018.