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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
IC
1
Icahn Carl
Florida
$72.7M
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.2M -$1.09M -200,814 -2%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$59.8M -$6.85M -1,266,820 -11%
BlackRock
4
BlackRock
New York
$58.2M +$3.8M +702,655 +8%
Invesco
5
Invesco
Georgia
$47.7M +$14.8M +2,735,158 +54%
CIP
6
Champlain Investment Partners
Vermont
$47.5M -$541K -99,975 -1%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$42.8M +$29.7M +5,482,708 +312%
Ninety One (UK)
8
Ninety One (UK)
United Kingdom
$31M -$2.67M -492,717 -9%
JP Morgan Chase
9
JP Morgan Chase
New York
$27.2M -$1.41M -261,254 -6%
GCM
10
Gates Capital Management
New York
$25M -$7.25M -1,340,987 -25%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$18.6M -$459K -84,770 -3%
State Street
12
State Street
Massachusetts
$16.3M -$124K -22,894 -0.8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$11.7M -$18.6M -3,446,132 -64%
SP
14
Sarasin & Partners
United Kingdom
$11.4M +$344K +63,500 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11.4M +$247K +45,699 +2%
Northern Trust
16
Northern Trust
Illinois
$10.3M +$360K +66,622 +4%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$9.94M -$220K -40,637 -2%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$8.91M +$2.35M +434,072 +42%
Select Equity Group
19
Select Equity Group
New York
$8.17M +$7.25M +1,340,845 New
WCM
20
Wedge Capital Management
North Carolina
$7.18M -$65.3K -12,078 -1%
Charles Schwab
21
Charles Schwab
California
$6.99M +$458K +84,751 +8%
Federated Hermes
22
Federated Hermes
Pennsylvania
$6.69M +$2.57M +474,823 +76%
Norges Bank
23
Norges Bank
Norway
$6.65M +$3.1M +572,746 +110%
EVM
24
Eaton Vance Management
Massachusetts
$6.4M +$1.38M +255,274 +32%
SAM
25
Skyline Asset Management
Illinois
$6.09M +$2.89M +533,600 +114%

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.