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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
IH
101
IFC Holdings
Florida
$1.18M +$1.1M +50,000 New
TD Asset Management
102
TD Asset Management
Ontario, Canada
$1.16M +$2.21K +100 +0.2%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$1.16M +$22.5K +1,020 +2%
SAA
104
Southeast Asset Advisors
Georgia
$1.13M +$411K +18,640 +63%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.11M -$43.6K -1,977 -4%
GWM
106
Greenwich Wealth Management
Connecticut
$1.09M +$5.21K +236 +0.5%
AP
107
AHL Partners
United Kingdom
$1.08M +$19.2K +872 +2%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$1.06M +$752K +34,108 +313%
AG
109
Aperio Group
California
$1.04M -$19.9K -901 -2%
ZIM
110
Zacks Investment Management
Illinois
$1.03M -$38.2K -1,730 -4%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$991K -$414K -18,753 -31%
DCM
112
Dupont Capital Management
Delaware
$954K
Natixis Advisors
113
Natixis Advisors
Massachusetts
$928K +$871K +39,477 New
Bessemer Group
114
Bessemer Group
New Jersey
$887K +$313K +14,176 +60%
BF
115
BOK Financial
Oklahoma
$873K
RAM
116
Redmond Asset Management
Virginia
$873K
FPTW
117
Franklin, Parlapiano, Turner & Welch
Texas
$806K +$384K +17,391 +103%
OAC
118
OMERS Administration Corp
Ontario, Canada
$790K
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$746K
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$711K +$18.1K +819 +3%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$691K +$33.7K +1,528 +5%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$672K -$30.9K -1,400 -5%
Squarepoint
123
Squarepoint
New York
$656K -$601K -27,247 -49%
TFA
124
Toth Financial Advisory
Virginia
$643K
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$621K +$583K +26,412 New

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.