We are live on ! Find out more
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
Bank of America
51
Bank of America
North Carolina
$8.83M -$6.16M -279,051 -43%
BA
52
Broadview Advisors
Wisconsin
$7.97M +$2.84M +128,702 +61%
TAM
53
Tocqueville Asset Management
New York
$7.17M +$61.1K +2,770 +0.9%
Millennium Management
54
Millennium Management
New York
$6.95M -$5.99M -271,672 -48%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$6.95M +$367K +16,627 +6%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$6.26M +$107K +4,836 +2%
TPCM
57
Three Peaks Capital Management
Colorado
$6.2M +$1.51M +68,270 +35%
PC
58
Pier Capital
Connecticut
$6.02M -$2.04M -92,380 -27%
PPA
59
Parametric Portfolio Associates
Washington
$5.55M +$758K +34,347 +17%
Swiss National Bank
60
Swiss National Bank
Switzerland
$5.29M +$88.2K +4,000 +2%
DnB Asset Management
61
DnB Asset Management
Norway
$5.04M
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.79M -$72.5K -3,287 -2%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$4.79M
GF
64
Gabelli Funds
New York
$4.63M
NI
65
Numeric Investors
Massachusetts
$4.12M +$3.86M +175,100 New
FCM
66
Frontier Capital Management
Massachusetts
$3.91M +$886K +40,166 +32%
TCM
67
Tygh Capital Management
Oregon
$3.89M +$102K +4,631 +3%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$3.77M -$62.1K -2,817 -2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$3.76M +$961K +43,591 +37%
EAMA
70
EFG Asset Management (Americas)
Florida
$3.6M -$309K -14,023 -8%
Axa
71
Axa
France
$3.4M +$994K +45,084 +45%
N
72
Nuveen
North Carolina
$3.37M -$4.96K -225 -0.2%
TA
73
Teachers Advisors
New York
$3.33M +$71.6K +3,248 +2%
UBS AM
74
UBS AM
Illinois
$3.32M +$507K +23,000 +19%
TC
75
Telemus Capital
Michigan
$3.14M +$64.9K +2,943 +2%

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.