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WBT

Welbilt, Inc.

Delisted

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

193 hedge funds and large institutions have $2.32B invested in Welbilt, Inc. in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more capital invested

Capital invested by funds: $2.23B → $2.32B (+$87.5M)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

4% less funds holding

Funds holding: 202193 (-9)

74% less call options, than puts

Call options by funds: $117K | Put options by funds: $457K

Holders
193
Holders Change
-9
Holders Change %
-4.46%
% of All Funds
4.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
29
Increased
60
Reduced
66
Closed
31
Calls
$117K
Puts
$457K
Net Calls
-$340K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$1.98M -$646K -33,718 -25%
HHMI
77
Howard Hughes Medical Institute
Maryland
$1.86M +$56.3K +2,942 +3%
AIM
78
Alambic Investment Management
California
$1.84M +$655K +34,200 +57%
GC
79
Guggenheim Capital
Illinois
$1.76M -$69.8K -3,646 -4%
Legal & General Group
80
Legal & General Group
United Kingdom
$1.71M +$513K +26,789 +45%
EVM
81
Eaton Vance Management
Massachusetts
$1.6M -$38.3K -2,000 -2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.58M +$1.55M +80,709 New
N
83
Nuveen
North Carolina
$1.52M +$1.48M +77,435 New
CIG
84
Consolidated Investment Group
Colorado
$1.33M
HI
85
HBK Investments
Texas
$1.21M -$3.48M -181,634 -75%
VST
86
Van Strum & Towne
California
$1.18M -$25.8K -1,350 -2%
GA
87
Geneva Advisors
Illinois
$1.14M +$80.4K +4,199 +8%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.13M
RJA
89
Raymond James & Associates
Florida
$1.09M +$206K +10,737 +24%
HK
90
Horizon Kinetics
New York
$1.07M -$40.3K -2,104 -4%
RWA
91
River Wealth Advisors
Pennsylvania
$1.07M -$49.8K -2,600 -5%
GP
92
GLG Partners
United Kingdom
$1.06M -$900K -46,997 -47%
GWM
93
Greenwich Wealth Management
Connecticut
$1.01M +$987K +51,540 New
Invesco
94
Invesco
Georgia
$985K +$279K +14,586 +41%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$867K -$22.7K -1,185 -3%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$840K -$26.8K -1,400 -3%
IIM
97
Ironwood Investment Management
Massachusetts
$825K
AG
98
Aperio Group
California
$798K +$32.8K +1,715 +4%
DCM
99
Dupont Capital Management
Delaware
$796K +$777K +40,563 New
VRS
100
Virginia Retirement Systems
Virginia
$768K +$749K +39,100 New

WBT Hedge Fund Activity: Q1 2017 in Review

193 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2017, worth a combined $2.32B — up 3.9% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WBT and 29 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 60 added.

The largest buyer was BlackRock, adding an estimated $97.1M. The largest seller was Abrams Capital Management, cutting an estimated $71.1M.

  • 193 institutional investors held Welbilt, Inc. (WBT) as of Q1 2017, down from 202 in Q4 2016.
  • Funds reported $2.32B of Welbilt, Inc. stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 29 funds opened new Welbilt, Inc. positions in Q1 2017 and 31 closed out, a net change of -2 holders.
  • The largest Welbilt, Inc. buyer in Q1 2017 was BlackRock, an estimated $97.1M added.
  • The largest Welbilt, Inc. seller in Q1 2017 was Abrams Capital Management, an estimated $71.1M sold.

Based on aggregated 13F filings for Q1 2017.