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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
Bessemer Group
101
Bessemer Group
New Jersey
$1.18M +$211K +10,536 +25%
HK
102
Horizon Kinetics
New York
$1.16M -$25.5K -1,278 -2%
FCM
103
Frontier Capital Management
Massachusetts
$1.15M -$1.77M -88,439 -63%
SRC
104
Stone Run Capital
New York
$1.13M +$991K +49,579 New
AG
105
Aperio Group
California
$1.09M +$92.6K +4,635 +10%
RIM
106
Redwood Investment Management
Arizona
$1.08M -$162K -8,092 -14%
RWA
107
River Wealth Advisors
Pennsylvania
$1.06M -$46K -2,300 -5%
BCM
108
BlueCrest Capital Management
Jersey
$1.03M -$245K -12,283 -21%
GWM
109
Greenwich Wealth Management
Connecticut
$1.03M -$4.68K -234 -0.5%
UBS Group
110
UBS Group
Switzerland
$1.01M +$754K +37,739 +508%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$913K -$114K -5,693 -12%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$852K -$314K -15,700 -29%
BF
113
BOK Financial
Oklahoma
$851K +$20.4K +1,023 +3%
RAM
114
Redmond Asset Management
Virginia
$839K
OAC
115
OMERS Administration Corp
Ontario, Canada
$821K +$735K +36,800 New
DCM
116
Dean Capital Management
Kansas
$787K -$272K -13,630 -28%
V
117
Veritable
Delaware
$773K +$116K +5,828 +20%
FPTW
118
Franklin, Parlapiano, Turner & Welch
Texas
$765K
OAM
119
Oxford Asset Management
United Kingdom
$765K +$685K +34,278 New
AA
120
Ancora Advisors
Ohio
$742K +$664K +33,242 New
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$708K
Jennison Associates
122
Jennison Associates
New York
$683K +$612K +30,623 New
AB
123
Amalgamated Bank
New York
$678K +$58.5K +2,925 +11%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$666K +$27K +1,350 +5%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$654K +$346K +17,332 +145%

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.