Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
191 hedge funds and large institutions have $1.97B invested in Welbilt, Inc. in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 25 closing their positions.
864% more call options, than puts
Call options by funds: $3.08M | Put options by funds: $320K
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
23% more capital invested
Capital invested by funds: $1.6B → $1.97B (+$368M)
5% more funds holding
Funds holding: 182 → 191 (+9)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
14% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$48.3M |
| 2 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$21.3M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$20.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.3M |
| 5 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34.6M |
| 2 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$31.9M |
| 3 |
Goldman Sachs
New York
|
-$26M |
| 4 |
GCM
Gruss Capital Management
New York
|
-$14.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.44M |
WBT Hedge Fund Activity: Q2 2016 in Review
191 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q2 2016, worth a combined $1.97B — up 23% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WBT positions and 25 closed out — a net gain of 12 holders — while 55 added to existing stakes and 64 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $48.3M. The largest seller was Morgan Stanley, cutting an estimated $34.6M.
- 191 institutional investors held Welbilt, Inc. (WBT) as of Q2 2016, up from 182 in Q1 2016.
- Funds reported $1.97B of Welbilt, Inc. stock for Q2 2016, up 23% quarter-over-quarter.
- 37 funds opened new Welbilt, Inc. positions in Q2 2016 and 25 closed out, a net change of +12 holders.
- The largest Welbilt, Inc. buyer in Q2 2016 was T. Rowe Price Associates, an estimated $48.3M added.
- The largest Welbilt, Inc. seller in Q2 2016 was Morgan Stanley, an estimated $34.6M sold.
Based on aggregated 13F filings for Q2 2016.