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WBT

Welbilt, Inc.

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 201187 (-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

Holders
187
Holders Change
-14
Holders Change %
-6.97%
% of All Funds
3.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
42
Reduced
68
Closed
47
Calls
$11.8M
Puts
$488K
Net Calls
+$11.3M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
$98K +$15K +2,779 +21%
RWA
127
River Wealth Advisors
Pennsylvania
$96K -$65.5K -12,100 -43%
AAS
128
Annex Advisory Services
Wisconsin
$96K
CS
129
Credit Suisse
Switzerland
$96K +$85.1K +15,730 New
RJA
130
Raymond James & Associates
Florida
$92K -$2.98K -550 -4%
CFA
131
Capstone Financial Advisors
Illinois
$91K
Wolverine Trading
132
Wolverine Trading
Illinois
$90K +$80.9K +14,946 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$88K -$21K -3,884 -21%
AB
134
Amalgamated Bank
New York
$85K -$51.2K -9,462 -40%
US Bancorp
135
US Bancorp
Minnesota
$71K -$5.69K -1,051 -8%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$71K +$46.9K +8,670 +177%
AIP
137
Ameritas Investment Partners
Nebraska
$69K
CRC
138
Curi RMB Capital
Illinois
$65K
DTL
139
Dynamic Technology Lab
Singapore
$64K +$56.6K +10,460 New
Prudential Financial
140
Prudential Financial
New Jersey
$63K -$492 -91 -0.9%
CC
141
Centiva Capital
New York
$62K +$55.3K +10,223 New
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$61K -$293K -54,120 -84%
Canada Life
143
Canada Life
Manitoba, Canada
$54K
Russell Investments Group
144
Russell Investments Group
United Kingdom
$52K -$2.04M -377,859 -98%
AF
145
Advisornet Financial
Minnesota
$49K -$7.24K -1,338 -14%
NIT
146
NumerixS Investment Technologies
British Columbia, Canada
$37K -$90.7K -16,758 -73%
JCM
147
Jacobi Capital Management
Pennsylvania
$32K
FBT
148
First Bank & Trust
South Dakota
$32K +$27.6K +5,107 +3,274%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$31K
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K -$899K -166,182 -97%

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.