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WBT

Welbilt, Inc.

Delisted

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

223 hedge funds and large institutions have $2.97B invested in Welbilt, Inc. in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

6% more funds holding

Funds holding: 211223 (+12)

1% more capital invested

Capital invested by funds: $2.95B → $2.97B (+$18.7M)

16% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $1.41M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
83
Reduced
57
Closed
27
Calls
$1.18M
Puts
$1.41M
Net Calls
-$230K
Net Calls Change
-$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
ORI
26
Oak Ridge Investments
Illinois
$23.5M -$8.4M -380,723 -28%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$22M +$10.1M +455,862 +95%
Wells Fargo
28
Wells Fargo
California
$21.5M +$5.82M +263,941 +40%
Renaissance Technologies
29
Renaissance Technologies
New York
$21.3M +$3.87M +175,400 +24%
Brown Advisory
30
Brown Advisory
Maryland
$19.9M +$18.7M +846,838 New
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.5M -$4.35M -197,340 -20%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$17M -$4.43K -201 -0%
Northern Trust
33
Northern Trust
Illinois
$17M +$235K +10,656 +1%
First Trust Advisors
34
First Trust Advisors
Illinois
$16.7M +$15.5M +701,161 +6,757%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$16.6M +$5.74M +260,344 +58%
KTA
36
Keeley-Teton Advisors
Illinois
$16.6M -$1.5M -68,186 -9%
FCM
37
Freshford Capital Management
New York
$15.9M -$10M -453,402 -40%
Federated Hermes
38
Federated Hermes
Pennsylvania
$15.5M +$37.7K +1,711 +0.3%
Norges Bank
39
Norges Bank
Norway
$15.5M +$1.36M +61,732 +10%
DS
40
Dudley & Shanley
Florida
$14.9M -$42.5K -1,925 -0.3%
Charles Schwab
41
Charles Schwab
California
$14.7M +$2.15M +97,429 +18%
Ameriprise
42
Ameriprise
Minnesota
$14.3M +$4.26M +193,101 +46%
Fidelity International
43
Fidelity International
Bermuda
$12.4M -$121K -5,467 -1%
TCIM
44
TIAA CREF Investment Management
New York
$12.2M -$12.5M -567,199 -52%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$12M -$702K -31,810 -6%
IAMA
46
Impax Asset Management (AIFM)
United Kingdom
$11.9M +$11.1M +505,309 New
1M
47
13D Management
New York
$11.7M +$459K +20,801 +4%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$11.4M +$7.52K +341 +0.1%
ERSOT
49
Employees Retirement System of Texas
Texas
$9.9M
Two Sigma Investments
50
Two Sigma Investments
New York
$8.84M +$7.95M +360,260 +2,317%

WBT Hedge Fund Activity: Q4 2017 in Review

223 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2017, worth a combined $2.97B — up 0.63% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WBT positions and 27 closed out — a net gain of 14 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $64.9M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $215M sold.

  • 223 institutional investors held Welbilt, Inc. (WBT) as of Q4 2017, up from 211 in Q3 2017.
  • Funds reported $2.97B of Welbilt, Inc. stock for Q4 2017, up 0.63% quarter-over-quarter.
  • 41 funds opened new Welbilt, Inc. positions in Q4 2017 and 27 closed out, a net change of +14 holders.
  • The largest Welbilt, Inc. buyer in Q4 2017 was EARNEST Partners, an estimated $64.9M added.
  • The largest Welbilt, Inc. seller in Q4 2017 was Kensico Capital Management, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2017.