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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
RCA
151
Reitz Capital Advisors
Michigan
$29K +$26K +4,800 New
SFS
152
Sowell Financial Services
Arkansas
$27K -$6.01K -1,111 -20%
HNB
153
Huntington National Bank
Ohio
$26K +$893 +165 +4%
UBS Group
154
UBS Group
Switzerland
$23K -$4.68K -866 -19%
CAN
155
Cetera Advisor Networks
California
$23K +$20.1K +3,718 New
Macquarie Group
156
Macquarie Group
Australia
$22K +$19.5K +3,609 New
QT
157
Quantbot Technologies
New York
$22K +$19.9K +3,686 New
CFGS
158
Concourse Financial Group Securities
Alabama
$9K -$195 -36 -2%
QCG
159
Quadrant Capital Group
Ohio
$7K +$6.35K +1,173 New
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$7K +$6.76K +1,250 New
ADL
161
Asset Dedication LLC
California
$6K
DAM
162
Delta Asset Management
Tennessee
$6K
SAM
163
S.A. Mason
Michigan
$6K
VVP
164
Vulcan Value Partners
Alabama
$6K
CFD
165
Creative Financial Designs
Indiana
$6K +$4.97K +919 New
GT
166
Glenmede Trust
Pennsylvania
$5K -$40.1K -7,419 -89%
CHC
167
City Holding Co
West Virginia
$4K
SPIA
168
Steward Partners Investment Advisory
New York
$3K
FP
169
Financial Perspectives
Minnesota
$2.44K
IRC
170
Investors Research Corp
Georgia
$2K
PCG
171
Private Capital Group
Connecticut
$2K
BCWM
172
Bartlett & Co Wealth Management
Ohio
$1.4K
MAM
173
Meeder Asset Management
Ohio
$1K -$162 -30 -16%
OPS
174
Orion Portfolio Solutions
Nebraska
$1K -$162 -30 -16%
BC
175
Bartlett & Co
Ohio
$1K

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.