We are live on ! Find out more
WBT

Welbilt, Inc.

Delisted

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

211 hedge funds and large institutions have $2.95B invested in Welbilt, Inc. in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,213% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $394K

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

27% more capital invested

Capital invested by funds: $2.32B → $2.95B (+$632M)

5% more funds holding

Funds holding: 201211 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
5.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
68
Reduced
53
Closed
27
Calls
$5.17M
Puts
$394K
Net Calls
+$4.78M
Net Calls Change
+$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
151
Diversified Trust
Tennessee
$271K
US Bancorp
152
US Bancorp
Minnesota
$261K -$76.9K -3,800 -25%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$251K +$4.15K +205 +2%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$249K -$3.17K -157 -1%
JWM
155
Jacobus Wealth Management
Wisconsin
$243K
LIM
156
Leavell Investment Management
Alabama
$242K
First Trust Advisors
157
First Trust Advisors
Illinois
$239K -$11.3M -557,629 -98%
CSS
158
Cubist Systematic Strategies
Connecticut
$231K -$520K -25,732 -72%
SI
159
SII Investments
Wisconsin
$230K -$118K -5,823 -37%
TIM
160
Thompson Investment Management
Wisconsin
$224K +$196K +9,710 New
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$223K +$9.99K +494 +5%
AIM
162
Alambic Investment Management
California
$219K -$981K -48,500 -84%
BCM
163
Bayesian Capital Management
New York
$217K +$190K +9,400 New
SG Americas Securities
164
SG Americas Securities
New York
$216K +$190K +9,388 New
Group One Trading
165
Group One Trading
Illinois
$186K
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$173K -$3.07K -152 -2%
TRCT
167
Tower Research Capital (TRC)
New York
$162K +$114K +5,628 +408%
QT
168
Quantbot Technologies
New York
$147K +$129K +6,399 New
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$141K
SEI Investments
170
SEI Investments
Pennsylvania
$127K -$2.66M -131,439 -96%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$126K
JCM
172
Jacobi Capital Management
Pennsylvania
$116K
Citigroup
173
Citigroup
New York
$109K -$325K -16,078 -77%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$96.5K +$21.5K +1,061 +34%
PAM
175
Panagora Asset Management
Massachusetts
$94K

WBT Hedge Fund Activity: Q3 2017 in Review

211 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q3 2017, worth a combined $2.95B — up 27% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WBT positions and 27 closed out — a net gain of 11 holders — while 68 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $84.2M. The largest seller was Abrams Capital Management, exiting entirely with an estimated $112M sold.

  • 211 institutional investors held Welbilt, Inc. (WBT) as of Q3 2017, up from 201 in Q2 2017.
  • Funds reported $2.95B of Welbilt, Inc. stock for Q3 2017, up 27% quarter-over-quarter.
  • 38 funds opened new Welbilt, Inc. positions in Q3 2017 and 27 closed out, a net change of +11 holders.
  • The largest Welbilt, Inc. buyer in Q3 2017 was Morgan Stanley, an estimated $84.2M added.
  • The largest Welbilt, Inc. seller in Q3 2017 was Abrams Capital Management, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2017.