Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
196 hedge funds and large institutions have $1.82B invested in Welbilt, Inc. in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 63 reducing their positions, and 29 closing their positions.
228% more call options, than puts
Call options by funds: $1.59M | Put options by funds: $486K
28% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 29
3% more funds holding
Funds holding: 191 → 196 (+5)
5% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 63
8% less capital invested
Capital invested by funds: $1.97B → $1.82B (-$151M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$44.1M |
| 2 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
+$30.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$27.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$24.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$43.9M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$32.6M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$16.8M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$16.1M |
| 5 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$15.7M |
WBT Hedge Fund Activity: Q3 2016 in Review
196 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2016, worth a combined $1.82B — down 7.6% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WBT positions and 29 closed out — a net gain of 8 holders — while 60 added to existing stakes and 63 trimmed.
The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $44.1M. The largest seller was Harris Associates, cutting an estimated $43.9M.
- 196 institutional investors held Welbilt, Inc. (WBT) as of Q3 2016, up from 191 in Q2 2016.
- Funds reported $1.82B of Welbilt, Inc. stock for Q3 2016, down 7.6% quarter-over-quarter.
- 37 funds opened new Welbilt, Inc. positions in Q3 2016 and 29 closed out, a net change of +8 holders.
- The largest Welbilt, Inc. buyer in Q3 2016 was Champlain Investment Partners, an estimated $44.1M added.
- The largest Welbilt, Inc. seller in Q3 2016 was Harris Associates, an estimated $43.9M sold.
Based on aggregated 13F filings for Q3 2016.