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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
EP
151
Edgestream Partners
New Jersey
$337K +$302K +15,101 New
Canada Life
152
Canada Life
Manitoba, Canada
$322K -$50.8K -2,540 -15%
COI
153
Connable Office Inc
Michigan
$268K
Baird Financial Group
154
Baird Financial Group
Wisconsin
$267K +$2.14K +107 +0.9%
QCMC
155
Quantum Capital Management (California)
California
$256K +$229K +11,474 New
Stifel Financial
156
Stifel Financial
Missouri
$243K -$38K -1,903 -15%
SFS
157
Sowell Financial Services
Arkansas
$240K
CRC
158
Curi RMB Capital
Illinois
$235K
CG
159
Colony Group
Massachusetts
$229K +$205K +10,267 New
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$229K +$12.7K +635 +7%
TIM
161
Thompson Investment Management
Wisconsin
$217K +$194K +9,710 New
LIM
162
Leavell Investment Management
Alabama
$212K -$20K -1,000 -10%
Diamond Hill Capital Management
163
Diamond Hill Capital Management
Ohio
$210K +$188K +9,400 New
IIC
164
Integrated Investment Consultants
Michigan
$202K +$2.06K +103 +1%
EGM
165
Engineers Gate Manager
New York
$201K -$2.1M -105,110 -92%
CSS
166
Cubist Systematic Strategies
Connecticut
$200K -$248K -12,416 -58%
CWM
167
Cornerstone Wealth Management
Missouri
$200K +$88.7K +4,436 New
AF
168
Advisornet Financial
Minnesota
$195K -$56.2K -2,811 -24%
GT
169
Glenmede Trust
Pennsylvania
$186K +$167K +8,370 New
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$172K
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$169K +$85.8K +4,295 +131%
CS
172
Credential Securities
$141K +$62.5K +3,127 +98%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$136K
FL
174
Fort LP
Maryland
$126K +$113K +5,642 New
LTFS
175
Ladenburg Thalmann Financial Services
Florida
$125K

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.