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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
JCM
176
Jacobi Capital Management
Pennsylvania
$116K
Group One Trading
177
Group One Trading
Illinois
$111K +$59.5K +2,979 +150%
PAM
178
Panagora Asset Management
Massachusetts
$91K
BCP
179
Blackhawk Capital Partners
Wisconsin
$73K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$71K +$1.84K +92 +3%
AIG
181
American International Group
New York
$70K +$4.14K +207 +7%
VanEck Associates
182
VanEck Associates
New York
$59K
JA
183
JOYN Advisors
Georgia
$54K -$25.4K -1,273 -34%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$51K -$837K -41,855 -95%
BC
185
Bartlett & Co
Ohio
$45K
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$45K +$700 +35 +2%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$44.6K
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$41K +$9.39K +470 +34%
CA
189
Crewe Advisors
Utah
$41K +$20K +1,000 +100%
GWM
190
Geneos Wealth Management
Colorado
$40K
HNB
191
Huntington National Bank
Ohio
$37K
FMTCOCP
192
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$30K -$60K -3,000 -69%
ASN
194
Advisory Services Network
Georgia
$30K
CAC
195
Certified Advisory Corp
Florida
$28K
SSB
196
Sandy Spring Bank
Maryland
$27K
FMB
197
Field & Main Bank
Kentucky
$23K -$4K -200 -17%
AIM
198
Advantage Investment Management
Iowa
$23K
Citigroup
199
Citigroup
New York
$22K
HI
200
Hudock Inc
Pennsylvania
$22K

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.