We are live on ! Find out more
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
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$493K
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$481K -$26.1K -1,595 -5%
Jane Street
128
Jane Street
New York
$481K +$471K +28,816 New
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$454K +$103K +6,303 +30%
DT
130
Diversified Trust
Tennessee
$448K +$42.9K +2,625 +11%
SG Americas Securities
131
SG Americas Securities
New York
$441K +$50.1K +3,064 +13%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$439K -$72.6K -4,439 -14%
Holocene Advisors
133
Holocene Advisors
New York
$433K -$8.6K -526 -2%
V
134
Veritable
Delaware
$430K -$162K -9,906 -28%
NAS
135
Nicolet Advisory Services
Wisconsin
$393K
AB
136
Amalgamated Bank
New York
$388K -$104K -6,356 -21%
XK
137
Xact Kapitalforvaltning
Sweden
$385K
ACM
138
AlphaCrest Capital Management
New York
$377K +$370K +22,600 New
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$365K
Point72 Asset Management
140
Point72 Asset Management
Connecticut
$341K +$334K +20,411 New
AG
141
Advisor Group
Arizona
$332K -$52.5K -3,209 -14%
JC
142
JBF Capital
Colorado
$326K +$32.7K +2,000 +11%
USAA
143
United Services Automobile Association
Texas
$320K -$31.3K -1,917 -9%
SEI Investments
144
SEI Investments
Pennsylvania
$317K +$87.4K +5,346 +40%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$313K +$146K +8,918 +91%
Citigroup
146
Citigroup
New York
$308K -$258K -15,799 -46%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$304K +$94.8K +5,800 +47%
US Bancorp
148
US Bancorp
Minnesota
$295K +$14.8K +903 +5%
SOADOR
149
State of Alaska Department of Revenue
Alaska
$253K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$251K

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.