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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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$248K -$3.63K -222 -1%
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$244K +$13.3K +813 +6%
Canada Life
153
Canada Life
Manitoba, Canada
$241K -$73.9K -4,517 -24%
BC
154
Brinker Capital
Pennsylvania
$237K +$232K +14,213 New
William Blair & Company
155
William Blair & Company
Illinois
$235K -$2.13K -130 -0.9%
Diamond Hill Capital Management
156
Diamond Hill Capital Management
Ohio
$230K
TFA
157
Toth Financial Advisory
Virginia
$227K
Prudential Financial
158
Prudential Financial
New Jersey
$221K +$216K +13,226 New
HSBC Holdings
159
HSBC Holdings
United Kingdom
$220K
RJA
160
Raymond James & Associates
Florida
$220K +$5.61K +343 +3%
PHK
161
Point72 Hong Kong
Hong Kong
$211K +$206K +12,622 New
Stifel Financial
162
Stifel Financial
Missouri
$207K +$32K +1,956 +19%
Principal Financial Group
163
Principal Financial Group
Iowa
$206K +$202K +12,351 New
COI
164
Connable Office Inc
Michigan
$205K
CFA
165
Capstone Financial Advisors
Illinois
$204K -$55.4K -3,390 -22%
Brown Advisory
166
Brown Advisory
Maryland
$203K -$4.2K -257 -2%
FL
167
Fort LP
Maryland
$194K -$195K -11,896 -51%
AIP
168
Ameritas Investment Partners
Nebraska
$191K +$187K +11,458 New
WAS
169
Winch Advisory Services
Wisconsin
$190K -$65.4K -4,000 -26%
CRC
170
Curi RMB Capital
Illinois
$179K +$3.11K +190 +2%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$177K -$150K -9,192 -46%
II
172
Inspire Investing
Idaho
$176K +$172K +10,530 New
RJFSA
173
Raymond James Financial Services Advisors
Florida
$167K -$76.8K -4,700 -32%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$159K -$35.7K -2,185 -19%
GSWM
175
Golden State Wealth Management
California
$156K

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.