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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$97K
Creative Planning
152
Creative Planning
Kansas
$90K -$3.73K -195 -4%
PAM
153
Panagora Asset Management
Massachusetts
$80K -$3.1M -162,031 -98%
PCM
154
Prelude Capital Management
New York
$75K -$46K -2,400 -39%
AIG
155
American International Group
New York
$62K -$5.11K -267 -8%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$61K
VanEck Associates
157
VanEck Associates
New York
$58K +$21.1K +1,103 +59%
ASN
158
Advisory Services Network
Georgia
$47K +$46K +2,403 New
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$42.5K -$4.69K -245 -10%
BC
160
Bartlett & Co
Ohio
$39K
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$36K
NIT
162
NumerixS Investment Technologies
British Columbia, Canada
$31K -$174K -9,100 -85%
DADC
163
D.A. Davidson & Co
Montana
$31K +$17.4K +911 +132%
CS
164
Credential Securities
$30.7K +$21.7K +1,134 +263%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$30K -$15.4K -805 -34%
SSB
166
Sandy Spring Bank
Maryland
$26K +$1.92K +100 +8%
IWM
167
IHT Wealth Management
Illinois
$23K
NSIM
168
North Star Investment Management
Illinois
$23K +$22K +1,150 New
IA
169
IFP Advisors
Florida
$22K
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$19.6K
DAM
171
Delta Asset Management
Tennessee
$19K
HI
172
Hudock Inc
Pennsylvania
$19K
CFA
173
CT Financial Advisors
Pennsylvania
$17.6K
IP
174
Isthmus Partners
Wisconsin
$16K
Barrow, Hanley, Mewhinney & Strauss
175
Barrow, Hanley, Mewhinney & Strauss
Texas
$15K +$14.8K +772 New

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.