Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
202 hedge funds and large institutions have $2.23B invested in Welbilt, Inc. in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 30 closing their positions.
247% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $481K
27% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 30
22% more capital invested
Capital invested by funds: $1.82B → $2.23B (+$408M)
3% more funds holding
Funds holding: 196 → 202 (+6)
12% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 66
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$45.2M |
| 2 |
GCM
Gates Capital Management
New York
|
+$34.8M |
| 3 |
Select Equity Group
New York
|
+$23.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$23.6M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$67M |
| 2 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$59.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$19.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.3M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$14.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
226
Concert Wealth Management
San Jose,
California
| – | -$166K | -10,255 | Closed |
|
|
AL
227
Airain Ltd
St. Peter Port,
Guernsey
| – | -$163K | -10,025 | Closed |
|
|
IWMPD
228
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$31K | -1,890 | Closed |
|
|
MWP
229
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$16K | -1,000 | Closed |
|
|
WA
230
WFG Advisors
Dallas,
Texas
| – | -$3K | -211 | Closed |
|
231
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -189 | Closed |
|
WBT Hedge Fund Activity: Q4 2016 in Review
202 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2016, worth a combined $2.23B — up 22% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WBT positions and 30 closed out — a net gain of 8 holders — while 58 added to existing stakes and 66 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $45.2M. The largest seller was Harris Associates, cutting an estimated $67M.
- 202 institutional investors held Welbilt, Inc. (WBT) as of Q4 2016, up from 196 in Q3 2016.
- Funds reported $2.23B of Welbilt, Inc. stock for Q4 2016, up 22% quarter-over-quarter.
- 38 funds opened new Welbilt, Inc. positions in Q4 2016 and 30 closed out, a net change of +8 holders.
- The largest Welbilt, Inc. buyer in Q4 2016 was Lazard Asset Management, an estimated $45.2M added.
- The largest Welbilt, Inc. seller in Q4 2016 was Harris Associates, an estimated $67M sold.
Based on aggregated 13F filings for Q4 2016.