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WBT

Welbilt, Inc.

Delisted

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

201 hedge funds and large institutions have $2.32B invested in Welbilt, Inc. in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,700% more call options, than puts

Call options by funds: $336K | Put options by funds: $7K

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 58

4% more funds holding

Funds holding: 193201 (+8)

0% more capital invested

Capital invested by funds: $2.32B → $2.32B (+$4.11M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
26
Increased
72
Reduced
58
Closed
17
Calls
$336K
Puts
$7K
Net Calls
+$329K
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Annex Advisory Services
Wisconsin
$327K +$61.7K +3,158 +22%
JG
127
Jefferies Group
New York
$326K -$362K -18,506 -52%
LPL Financial
128
LPL Financial
California
$322K -$50.3K -2,575 -13%
CGA
129
Crescent Grove Advisors
Illinois
$319K +$331K +16,915 New
FPTW
130
Franklin, Parlapiano, Turner & Welch
Texas
$318K
AA
131
AQR Arbitrage
Connecticut
$314K
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$314K +$3.3K +169 +1%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$306K -$15.8K -807 -5%
SI
134
SII Investments
Wisconsin
$298K +$10.9K +557 +4%
US Bancorp
135
US Bancorp
Minnesota
$286K -$66K -3,376 -18%
VRS
136
Virginia Retirement Systems
Virginia
$279K -$475K -24,300 -62%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$256K +$1.8K +92 +0.7%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$255K -$43.7K -2,234 -14%
Canada Life
139
Canada Life
Manitoba, Canada
$227K
DT
140
Diversified Trust
Tennessee
$221K +$8.79K +450 +4%
AG
141
Advisor Group
Arizona
$220K -$1.66K -85 -0.7%
Balyasny Asset Management
142
Balyasny Asset Management
Illinois
$210K +$217K +11,130 New
EGM
143
Engineers Gate Manager
New York
$207K +$215K +10,993 New
Baird Financial Group
144
Baird Financial Group
Wisconsin
$206K -$19.1K -980 -8%
TAM
145
Tocqueville Asset Management
New York
$203K +$210K +10,750 New
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$201K +$6.41K +328 +3%
TI
147
Trexquant Investment
Connecticut
$200K +$207K +10,600 New
JWM
148
Jacobus Wealth Management
Wisconsin
$199K
LIM
149
Leavell Investment Management
Alabama
$198K -$14.7K -750 -7%
PP
150
Paloma Partners
Connecticut
$197K -$391K -19,995 -66%

WBT Hedge Fund Activity: Q2 2017 in Review

201 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q2 2017, worth a combined $2.32B — up 0.18% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WBT positions and 17 closed out — a net gain of 9 holders — while 72 added to existing stakes and 58 trimmed.

The largest buyer was Select Equity Group, adding an estimated $37.2M. The largest seller was Abrams Capital Management, cutting an estimated $30.7M.

  • 201 institutional investors held Welbilt, Inc. (WBT) as of Q2 2017, up from 193 in Q1 2017.
  • Funds reported $2.32B of Welbilt, Inc. stock for Q2 2017, up 0.18% quarter-over-quarter.
  • 26 funds opened new Welbilt, Inc. positions in Q2 2017 and 17 closed out, a net change of +9 holders.
  • The largest Welbilt, Inc. buyer in Q2 2017 was Select Equity Group, an estimated $37.2M added.
  • The largest Welbilt, Inc. seller in Q2 2017 was Abrams Capital Management, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2017.