We are live on ! Find out more
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
AA
126
AQR Arbitrage
Connecticut
$327K -$63.6K -3,319 -17%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$324K -$113K -5,894 -26%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$310K
SI
129
SII Investments
Wisconsin
$292K -$7.37K -385 -2%
AAS
130
Annex Advisory Services
Wisconsin
$278K +$271K +14,177 New
SFM
131
Soros Fund Management
New York
$277K +$270K +14,100 New
RJFSA
132
Raymond James Financial Services Advisors
Florida
$265K -$18.7K -976 -7%
Citigroup
133
Citigroup
New York
$252K -$69.9K -3,650 -22%
UBS Group
134
UBS Group
Switzerland
$247K +$88.5K +4,620 +58%
PTC
135
Philadelphia Trust Company
Pennsylvania
$237K -$3.83K -200 -2%
Canada Life
136
Canada Life
Manitoba, Canada
$236K
Baird Financial Group
137
Baird Financial Group
Wisconsin
$234K -$87.1K -4,550 -28%
AG
138
Advisor Group
Arizona
$231K +$15.5K +812 +7%
DT
139
Diversified Trust
Tennessee
$222K +$15.3K +800 +8%
LIM
140
Leavell Investment Management
Alabama
$221K -$49.5K -2,584 -19%
Group One Trading
141
Group One Trading
Illinois
$208K +$203K +10,580 New
JWM
142
Jacobus Wealth Management
Wisconsin
$207K
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$203K
BCM
144
BlueCrest Capital Management
Jersey
$203K +$198K +10,326 New
Verition Fund Management
145
Verition Fund Management
Connecticut
$199K +$194K +10,139 New
Macquarie Group
146
Macquarie Group
Australia
$167K +$163K +8,500 New
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$158K -$5.74K -300 -4%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$120K
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$115K
JCM
150
Jacobi Capital Management
Pennsylvania
$99K +$19.1K +1,000 +24%

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.