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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
TP
126
Truvvo Partners
New York
$606K +$207K +9,378 +57%
AB
127
Amalgamated Bank
New York
$604K +$30K +1,360 +6%
SBA
128
Seven Bridges Advisors
New York
$603K -$8.89K -403 -2%
V
129
Veritable
Delaware
$598K +$186K +8,431 +50%
WAS
130
Winch Advisory Services
Wisconsin
$591K -$73K -3,308 -12%
URS
131
Utah Retirement Systems
Utah
$562K +$8.82K +400 +2%
KI
132
Koch Industries
Kansas
$557K +$161K +7,303 +45%
AG
133
Advisor Group
Arizona
$535K +$214K +9,700 +74%
CIA
134
CCM Investment Advisers
South Carolina
$517K +$110K +5,000 +29%
TI
135
Trexquant Investment
Connecticut
$514K +$482K +21,868 New
Principal Financial Group
136
Principal Financial Group
Iowa
$470K -$30.8K -1,398 -7%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$470K +$81K +3,673 +23%
US Bancorp
138
US Bancorp
Minnesota
$461K +$182K +8,252 +73%
RIM
139
Redwood Investment Management
Arizona
$451K +$423K +19,193 New
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$426K +$33.1K +1,499 +9%
CRC
141
Curi RMB Capital
Illinois
$423K +$396K +17,975 New
AAS
142
Annex Advisory Services
Wisconsin
$408K
Canada Life
143
Canada Life
Manitoba, Canada
$398K
AA
144
AQR Arbitrage
Connecticut
$391K
DCM
145
Driehaus Capital Management
Illinois
$383K +$360K +16,300 New
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$379K +$221K +10,000 +164%
XK
147
Xact Kapitalforvaltning
Sweden
$375K +$352K +15,969 New
SBH
148
Segall Bryant & Hamill
Illinois
$362K -$18K -814 -5%
KBC Group
149
KBC Group
Belgium
$332K -$41.8K -1,893 -12%
Barclays
150
Barclays
United Kingdom
$318K -$1.01M -46,008 -77%

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.