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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
Select Equity Group
1
Select Equity Group
New York
$313M +$29.4M +1,470,878 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M +$5.91M +295,830 +3%
IC
3
Icahn Carl
Florida
$225M
CIP
4
Champlain Investment Partners
Vermont
$127M +$15.8M +791,300 +16%
BlackRock
5
BlackRock
New York
$127M +$6.73M +336,654 +6%
GCM
6
Gates Capital Management
New York
$102M +$7.86M +393,486 +9%
Ninety One (UK)
7
Ninety One (UK)
United Kingdom
$95.2M -$27.8M -1,389,044 -25%
Brown Advisory
8
Brown Advisory
Maryland
$91.8M +$25.7M +1,287,240 +46%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$75.1M -$988K -49,454 -1%
EARNEST Partners
10
EARNEST Partners
Georgia
$71.7M +$251K +12,574 +0.4%
Lazard Asset Management
11
Lazard Asset Management
New York
$67.6M +$10.4M +517,979 +21%
IAMU
12
Impax Asset Management (UK)
United Kingdom
$64.8M +$4.92M +245,982 +9%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$62.8M -$46.3M -2,314,279 -45%
Goldman Sachs
14
Goldman Sachs
New York
$56.2M -$17.3M -865,917 -26%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$50M +$18.9M +946,747 +73%
HA
16
Homestead Advisers
Virginia
$48.7M
State Street
17
State Street
Massachusetts
$48.4M +$9.11M +455,769 +27%
MRCP
18
Manor Road Capital Partners
New York
$46.9M +$31M +1,550,000 +282%
Victory Capital Management
19
Victory Capital Management
Texas
$46.8M +$6.49M +324,634 +18%
IIP
20
Intermede Investment Partners
United Kingdom
$35.3M -$1.06M -53,094 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$32.9M +$19.1M +953,581 +183%
EAM
22
Eagle Asset Management
Florida
$32.3M -$2.27M -113,825 -7%
OWP
23
Obermeyer Wealth Partners
Colorado
$30.7M -$542K -27,094 -2%
TCIM
24
TIAA CREF Investment Management
New York
$30.6M +$17.3M +867,276 +172%
DS
25
Dudley & Shanley
Florida
$28M +$86.9K +4,350 +0.3%

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.