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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
AF
176
Advisornet Financial
Minnesota
$146K -$1.24K -76 -0.9%
CSS
177
Cubist Systematic Strategies
Connecticut
$129K +$126K +7,722 New
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$125K
Simplex Trading
179
Simplex Trading
Illinois
$103K -$358K -21,890 -78%
RIA
180
Realta Investment Advisors
Delaware
$96K -$11.5K -703 -11%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$89K -$53.4K -3,263 -38%
JCM
182
Jacobi Capital Management
Pennsylvania
$87K
HNB
183
Huntington National Bank
Ohio
$77K +$21.3K +1,301 +40%
PAM
184
Panagora Asset Management
Massachusetts
$68K
SO
185
STRS Ohio
Ohio
$40K +$39.2K +2,400 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$31K
BBHC
187
Brown Brothers Harriman & Co
New York
$31K +$30.3K +1,853 New
GWM
188
Geneos Wealth Management
Colorado
$30K
BFEC
189
Benjamin F. Edwards & Company
Missouri
$30K +$29.5K +1,805 New
FMTCOCP
190
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K
SSB
191
Sandy Spring Bank
Maryland
$20K
CFGS
192
Concourse Financial Group Securities
Alabama
$20K +$2.16K +132 +13%
ADL
193
Asset Dedication LLC
California
$17K
DAM
194
Delta Asset Management
Tennessee
$16K
ASN
195
Advisory Services Network
Georgia
$14K
MAM
196
Meeder Asset Management
Ohio
$14K +$13.2K +810 New
HPC
197
HM Payson & Co
Maine
$10K +$9.81K +600 New
S
198
SignatureFD
Georgia
$8K
BCA
199
Berman Capital Advisors
Georgia
$7K
IRC
200
Investors Research Corp
Georgia
$7K

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.