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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
FBT
201
First Bank & Trust
South Dakota
$7K +$6.7K +410 New
SPIA
202
Steward Partners Investment Advisory
New York
$7K +$7.41K +453 New
PFBT
203
Parkside Financial Bank & Trust
Missouri
$6K +$2.16K +132 +53%
FHA
204
Flagship Harbor Advisors
Massachusetts
$5K
PA
205
Parallel Advisors
California
$5K +$5K +306 New
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$4K +$2.85K +174 +245%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$3.29K +$1.21K +74 +60%
BFC
208
Bedel Financial Consulting
Indiana
$3K
CAGAS
209
Capital Advisory Group Advisory Services
Minnesota
$3K
SIC
210
Salem Investment Counselors
North Carolina
$3K +$2.45K +150 New
AAP
211
Arax Advisory Partners
Colorado
$3K +$3.24K +198 New
QCG
212
Quadrant Capital Group
Ohio
$2K -$62K -3,791 -97%
TCOV
213
Trust Company of Vermont
Vermont
$2K
GWS
214
Glassman Wealth Services
Virginia
$2K +$49 +3 +3%
LWM
215
Liberty Wealth Management
California
$1K
PCP
216
Proficio Capital Partners
Massachusetts
$1K
NCM
217
Next Capital Management
New York
$1K +$638 +39 New
GT
218
Glenmede Trust
Pennsylvania
$453 +$221K +13,526 +99%
PI
219
PEAK6 Investments
Illinois
-$4.54M -277,454 Closed
Adage Capital Partners
220
Adage Capital Partners
Massachusetts
-$3.01M -183,794 Closed
AC
221
Apertura Capital
Texas
-$1.72M -105,000 Closed
BCM
222
BlueCrest Capital Management
Jersey
-$1.11M -67,679 Closed
NO
223
Ninety One
South Africa
-$1.06M -65,283 Closed
First Trust Advisors
224
First Trust Advisors
Illinois
-$988K -60,298 Closed
Treasurer of the State of North Carolina
225
Treasurer of the State of North Carolina
North Carolina
-$849K -51,814 Closed

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.