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WBT

Welbilt, Inc.

Delisted

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

211 hedge funds and large institutions have $2.95B invested in Welbilt, Inc. in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,213% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $394K

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

27% more capital invested

Capital invested by funds: $2.32B → $2.95B (+$632M)

5% more funds holding

Funds holding: 201211 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
5.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
68
Reduced
53
Closed
27
Calls
$5.17M
Puts
$394K
Net Calls
+$4.78M
Net Calls Change
+$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$25.6M +$730K +36,085 +3%
TCIM
27
TIAA CREF Investment Management
New York
$25M -$5.7M -281,844 -21%
EIP
28
Epoch Investment Partners
New York
$24.9M +$121K +5,969 +0.6%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.7M +$223K +11,012 +1%
KTA
30
Keeley-Teton Advisors
Illinois
$17.9M -$4.45M -219,961 -22%
Renaissance Technologies
31
Renaissance Technologies
New York
$16.8M +$8.32M +411,600 +129%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$16.7M +$426K +21,066 +3%
Northern Trust
33
Northern Trust
Illinois
$16.4M -$295K -14,579 -2%
Federated Hermes
34
Federated Hermes
Pennsylvania
$15.2M -$566K -27,965 -4%
Bank of America
35
Bank of America
North Carolina
$15.1M +$8.91M +440,766 +206%
Wells Fargo
36
Wells Fargo
California
$15M +$3.32M +164,051 +34%
DS
37
Dudley & Shanley
Florida
$14.7M +$12.9M +635,600 New
Norges Bank
38
Norges Bank
Norway
$13.8M +$4.45M +220,104 +58%
Millennium Management
39
Millennium Management
New York
$13.1M +$3.86M +191,038 +51%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$12.5M +$271K +13,381 +3%
Fidelity International
41
Fidelity International
Bermuda
$12.3M +$10.8M +533,912 New
Charles Schwab
42
Charles Schwab
California
$12.2M +$2.29M +113,165 +27%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$11.1M +$11.1K +551 +0.1%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$11.1M +$2.08M +102,809 +27%
1M
45
13D Management
New York
$11M +$989K +48,910 +11%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$10.3M +$5.94M +293,737 +192%
ERSOT
47
Employees Retirement System of Texas
Texas
$9.7M
Ameriprise
48
Ameriprise
Minnesota
$9.61M +$6.85M +338,920 +435%
PC
49
Pier Capital
Connecticut
$8.03M +$1.25M +61,867 +22%
TAM
50
Tocqueville Asset Management
New York
$6.96M +$5.89M +291,255 +2,709%

WBT Hedge Fund Activity: Q3 2017 in Review

211 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2017, worth a combined $2.95B — up 27% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WBT positions and 27 closed out — a net gain of 11 holders — while 68 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $84.2M. The largest seller was Abrams Capital Management, exiting entirely with an estimated $112M sold.

  • 211 institutional investors held Welbilt, Inc. (WBT) as of Q3 2017, up from 201 in Q2 2017.
  • Funds reported $2.95B of Welbilt, Inc. stock for Q3 2017, up 27% quarter-over-quarter.
  • 38 funds opened new Welbilt, Inc. positions in Q3 2017 and 27 closed out, a net change of +11 holders.
  • The largest Welbilt, Inc. buyer in Q3 2017 was Morgan Stanley, an estimated $84.2M added.
  • The largest Welbilt, Inc. seller in Q3 2017 was Abrams Capital Management, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2017.