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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$199M +$7.93M +484,737 +4%
IC
2
Icahn Carl
Florida
$168M
BlackRock
3
BlackRock
New York
$145M +$51.6M +3,152,913 +57%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$142M +$7.59M +464,398 +6%
N
5
Nuveen
North Carolina
$135M +$132M +8,085,690 New
Select Equity Group
6
Select Equity Group
New York
$131M -$52.5M -3,211,951 -29%
GCM
7
Gates Capital Management
New York
$123M -$5.61M -342,806 -4%
CIP
8
Champlain Investment Partners
Vermont
$108M +$1.93M +117,915 +2%
SCM
9
Scopia Capital Management
New York
$96.3M +$60.4M +3,694,892 +178%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$70.4M +$10.5M +641,403 +18%
JP Morgan Chase
11
JP Morgan Chase
New York
$58.1M +$39.1M +2,391,225 +208%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$55.6M -$1.23M -75,120 -2%
EARNEST Partners
13
EARNEST Partners
Georgia
$55.4M +$1.77M +108,540 +3%
State Street
14
State Street
Massachusetts
$53.7M +$16.3M +995,643 +45%
Handelsbanken Fonder
15
Handelsbanken Fonder
Sweden
$43.8M +$818K +50,000 +2%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$39.8M +$8.04K +492 +0%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$37.8M -$38.6M -2,361,473 -51%
Goldman Sachs
18
Goldman Sachs
New York
$37.7M -$6.03M -369,064 -14%
AC
19
Armistice Capital
New York
$36.6M +$3.14M +192,000 +10%
MRCP
20
Manor Road Capital Partners
New York
$33.8M +$2.04M +125,000 +7%
IIP
21
Intermede Investment Partners
United Kingdom
$32.2M -$493K -30,132 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$26.8M +$5.72M +349,854 +28%
HA
23
Homestead Advisers
Virginia
$25.4M -$8.53M -521,550 -26%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$25.1M -$268K -16,381 -1%
DS
25
Dudley & Shanley
Florida
$24.7M -$42.5K -2,599 -0.2%

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.