We are live on ! Find out more
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
DAM
201
Delta Asset Management
Tennessee
$21K
IP
202
Isthmus Partners
Wisconsin
$18K
DBT
203
Dubuque Bank & Trust
Iowa
$15K
SPIA
204
Steward Partners Investment Advisory
New York
$15K +$1.5K +75 +13%
SWM
205
SeaCrest Wealth Management
New York
$13K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$10K -$1.44K -72 -14%
SIAS
207
Shine Investment Advisory Services
Colorado
$10K
RFC
208
Regions Financial Corp
Alabama
$6K -$5.32K -266 -50%
GRP
209
Global Retirement Partners
California
$6K +$2.7K +135 +93%
CAGAS
210
Capital Advisory Group Advisory Services
Minnesota
$4K
VNA
211
Valley National Advisers
Pennsylvania
$4K
SIM
212
Sonora Investment Management
Arizona
$4K +$4.02K +201 New
WIM
213
Westside Investment Management
California
$3.13K +$680 +34 +32%
GWS
214
Glassman Wealth Services
Virginia
$2K
GI
215
Gradient Investments
Minnesota
$2K
QCG
216
Quadrant Capital Group
Ohio
$2K
TWA
217
TCI Wealth Advisors
Arizona
$2K
FGAM
218
Financial Gravity Asset Management
Texas
$1K -$220 -11 -22%
OFW
219
Omnia Family Wealth
Florida
$1K
RCAG
220
Rehmann Capital Advisory Group
Michigan
$625 -$38.7K -1,935 -99%
Capital Research Global Investors
221
Capital Research Global Investors
California
-$82.9M -4,260,000 Closed
Renaissance Technologies
222
Renaissance Technologies
New York
-$13.5M -694,700 Closed
FAM
223
Fred Alger Management
New York
-$2.67M -137,445 Closed
GC
224
Guggenheim Capital
Illinois
-$2.17M -111,828 Closed
SIM
225
Spark Investment Management
New York
-$2.09M -107,400 Closed

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.