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WBT

Welbilt, Inc.
WBT

Delisted

WBT was delisted on the 28th of July, 2022.

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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: 201 → 187 (-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

Top Buyers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
+$29.7M
2
Invesco
Invesco
Georgia
+$14.8M
3
Select Equity Group
Select Equity Group
New York
+$7.25M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$4.7M
5
BlackRock
BlackRock
New York
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.6M
2
EARNEST Partners
EARNEST Partners
Georgia
-$18M
3
N
Nuveen
North Carolina
-$15.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$12.3M
5
GCM
Gates Capital Management
New York
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
176
Bedel Financial Consulting
Indiana
$1K – – –
CAGAS
177
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
FHA
178
Flagship Harbor Advisors
Massachusetts
$1K – – –
SIC
179
Salem Investment Counselors
North Carolina
$1K – – –
SWM
180
Selective Wealth Management
Virginia
$1K – – –
WT
181
Whittier Trust
California
$1K – – –
WAS
182
Winch Advisory Services
Wisconsin
$1K – – –
PAG
183
Private Advisor Group
New Jersey
$1K +$1.08K +200 New
Adage Capital Partners
184
Adage Capital Partners
Massachusetts
– -$12.3M -2,392,430 Closed
ACM
185
Atlanta Capital Management
Georgia
– -$6.19M -1,206,402 Closed
ORI
186
Oak Ridge Investments
Illinois
– -$1.95M -380,239 Closed
Jacobs Levy Equity Management
187
Jacobs Levy Equity Management
New Jersey
– -$1.65M -320,744 Closed
EGM
188
Engineers Gate Manager
New York
– -$1.3M -253,695 Closed
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
– -$936K -182,456 Closed
CII
190
Capital International Inc
California
– -$922K -179,730 Closed
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
– -$646K -125,984 Closed
CSS
192
Cubist Systematic Strategies
Connecticut
– -$513K -99,944 Closed
Holocene Advisors
193
Holocene Advisors
New York
– -$492K -95,968 Closed
RAM
194
Redmond Asset Management
Virginia
– -$347K -67,631 Closed
OAM
195
Oppenheimer Asset Management
New York
– -$247K -48,172 Closed
AIM
196
Aigen Investment Management
New York
– -$239K -46,664 Closed
ACM
197
AlphaCrest Capital Management
New York
– -$229K -44,700 Closed
JCM
198
JS Capital Management
New York
– -$194K -37,800 Closed
KTA
199
Keeley-Teton Advisors
Illinois
– -$183K -35,578 Closed
Assenagon Asset Management
200
Assenagon Asset Management
Luxembourg
– -$180K -35,183 Closed
6 7
8
9 10

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.