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WBT

Welbilt, Inc.

Delisted

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

190 hedge funds and large institutions have $3.18B invested in Welbilt, Inc. in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $2.67M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $3.11B → $3.18B (+$75.4M)

0% more funds holding

Funds holding: 190190 (0)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
26
Increased
61
Reduced
66
Closed
22
Calls
$3.18M
Puts
$2.67M
Net Calls
+$510K
Net Calls Change
+$860K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$9K
AAP
177
Arax Advisory Partners
Colorado
$8K
TWA
178
TCI Wealth Advisors
Arizona
$8K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$6K -$992 -42 -14%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$4.42K -$22.1M -933,712 -83%
SIC
181
Salem Investment Counselors
North Carolina
$4K
WAS
182
Winch Advisory Services
Wisconsin
$4K
MCM
183
Manchester Capital Management
Vermont
$4K +$1.21K +51 +43%
BTI
184
Blue Trust Inc
Georgia
$3K +$2.6K +110 New
S
185
SignatureFD
Georgia
$2K +$118 +5 +6%
BIA
186
Bell Investment Advisors
California
$2K +$1.99K +84 New
Simplex Trading
187
Simplex Trading
Illinois
$1K +$1.7K +72 New
Neuberger Berman Group
188
Neuberger Berman Group
New York
-$23M -968,471 Closed
Public Sector Pension Investment Board (PSP Investments)
189
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$7.77M -327,000 Closed
Tudor Investment Corp
190
Tudor Investment Corp
Connecticut
-$5.7M -240,019 Closed
OR
191
Olympiad Research
Connecticut
-$4.01M -168,705 Closed
HM
192
Harvest Management
New York
-$3.17M -133,355 Closed
MCM
193
Moore Capital Management
New York
-$1.72M -72,363 Closed
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
-$1.42M -59,775 Closed
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
-$1.15M -48,608 Closed
BHCM
196
Boulder Hill Capital Management
New York
-$1M -42,300 Closed
PFMU
197
Privium Fund Management (UK)
United Kingdom
-$831K -35,000 Closed
AG
198
Algert Global
California
-$675K -28,415 Closed
HT
199
HAP Trading
New York
-$471K -19,822 Closed
DC
200
Diametric Capital
Massachusetts
-$262K -11,055 Closed

WBT Hedge Fund Activity: Q2 2022 in Review

190 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q2 2022, worth a combined $3.18B — up 2.4% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WBT positions and 22 closed out — a net gain of 4 holders — while 61 added to existing stakes and 66 trimmed.

The largest buyer was UBS O'Connor, opening a new position worth an estimated $215M. The largest seller was Versor Investments, cutting an estimated $66.3M.

  • 190 institutional investors held Welbilt, Inc. (WBT) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $3.18B of Welbilt, Inc. stock for Q2 2022, up 2.4% quarter-over-quarter.
  • 26 funds opened new Welbilt, Inc. positions in Q2 2022 and 22 closed out, a net change of +4 holders.
  • The largest Welbilt, Inc. buyer in Q2 2022 was UBS O'Connor, an estimated $215M added.
  • The largest Welbilt, Inc. seller in Q2 2022 was Versor Investments, an estimated $66.3M sold.

Based on aggregated 13F filings for Q2 2022.