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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
Axa
101
Axa
France
$735K +$276K +14,417 +63%
BF
102
BOK Financial
Oklahoma
$728K -$19.1K -1,000 -3%
RAM
103
Redmond Asset Management
Virginia
$726K +$7.18K +375 +1%
SBA
104
Seven Bridges Advisors
New York
$703K +$140K +7,290 +26%
JG
105
Jefferies Group
New York
$702K +$133K +6,954 +24%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$645K -$17.1K -891 -3%
Barclays
107
Barclays
United Kingdom
$645K +$238K +12,440 +61%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$625K -$2.35K -123 -0.4%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$623K
PP
110
Paloma Partners
Connecticut
$597K +$391K +20,400 +204%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$550K +$1.65K +86 +0.3%
TFA
112
Toth Financial Advisory
Virginia
$540K -$24.6K -1,285 -4%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$514K +$5.51K +288 +1%
Principal Financial Group
114
Principal Financial Group
Iowa
$490K -$16.2M -847,548 -97%
URS
115
Utah Retirement Systems
Utah
$451K
CIA
116
CCM Investment Advisers
South Carolina
$392K -$38.3K -2,000 -9%
OAM
117
Oxford Asset Management
United Kingdom
$383K +$374K +19,515 New
Two Sigma Advisers
118
Two Sigma Advisers
New York
$377K +$97.7K +5,100 +36%
LPL Financial
119
LPL Financial
California
$375K -$125K -6,545 -25%
SBH
120
Segall Bryant & Hamill
Illinois
$372K +$74.6K +3,894 +26%
US Bancorp
121
US Bancorp
Minnesota
$364K -$122K -6,347 -26%
AB
122
Amalgamated Bank
New York
$359K -$27.9K -1,458 -7%
KBC Group
123
KBC Group
Belgium
$349K +$9.59K +501 +3%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$335K -$54.6K -2,850 -14%
FPTW
125
Franklin, Parlapiano, Turner & Welch
Texas
$331K

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.