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WBT

Welbilt, Inc.

Delisted

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

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: 201187 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
201
Ellington Management Group
Connecticut
-$146K -28,500 Closed
AA
202
Ancora Advisors
Ohio
-$103K -19,965 Closed
FC
203
FORA Capital
Florida
-$98K -19,128 Closed
SM
204
Sciencast Management
New Jersey
-$64K -16,200 Closed
Ameriprise
205
Ameriprise
Minnesota
-$80K -15,575 Closed
TFA
206
Toth Financial Advisory
Virginia
-$70K -13,620 Closed
GCP
207
GSA Capital Partners
United Kingdom
-$66K -12,850 Closed
Jane Street
208
Jane Street
New York
-$65K -12,702 Closed
Stifel Financial
209
Stifel Financial
Missouri
-$66K -12,522 Closed
COI
210
Connable Office Inc
Michigan
-$63K -12,269 Closed
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
-$62K -12,033 Closed
JMPWA
212
JP Morgan Private Wealth Advisors
California
-$57K -11,032 Closed
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
-$31K -6,000 Closed
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
-$21K -4,006 Closed
SSB
215
Sandy Spring Bank
Maryland
-$6K -1,200 Closed
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
-$5K -1,000 Closed
PMFA
217
Plante Moran Financial Advisors
Michigan
-$3K -666 Closed
S
218
SignatureFD
Georgia
-$3K -548 Closed
EWM
219
EPG Wealth Management
Georgia
-$2K -483 Closed
AIC
220
Ameritas Investment Company
Nebraska
-$2K -400 Closed
AF
221
Allworth Financial
California
-$2K -351 Closed
GWM
222
Geneos Wealth Management
Colorado
-$1K -345 Closed
IA
223
IFP Advisors
Florida
-$1.57K -290 Closed
PA
224
Procyon Advisors
Connecticut
-$1K -265 Closed
AAP
225
Arax Advisory Partners
Colorado
-$1K -198 Closed

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.