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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
DT
151
Diversified Trust
Tennessee
$315K +$36.4K +1,650 +14%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$314K -$4.59K -208 -2%
Two Sigma Advisers
153
Two Sigma Advisers
New York
$308K +$289K +13,100 New
WIC
154
Water Island Capital
New York
$303K +$284K +12,870 New
Stifel Financial
155
Stifel Financial
Missouri
$293K +$275K +12,471 New
RJFSA
156
Raymond James Financial Services Advisors
Florida
$282K +$264K +11,983 New
Baird Financial Group
157
Baird Financial Group
Wisconsin
$266K +$11.5K +522 +5%
LIM
158
Leavell Investment Management
Alabama
$247K
COI
159
Connable Office Inc
Michigan
$243K +$228K +10,353 New
TIM
160
Thompson Investment Management
Wisconsin
$228K
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$226K -$1.99K -90 -0.9%
SOADOR
162
State of Alaska Department of Revenue
Alaska
$218K +$205K +9,300 New
LPL Financial
163
LPL Financial
California
$215K -$135K -6,128 -40%
HighTower Advisors
164
HighTower Advisors
Illinois
$206K +$194K +8,783 New
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$203K +$190K +8,623 New
Group One Trading
166
Group One Trading
Illinois
$190K
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$183K +$6.68K +303 +4%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$182K +$50K +2,268 +42%
SG Americas Securities
169
SG Americas Securities
New York
$178K -$40.3K -1,826 -19%
AF
170
Advisornet Financial
Minnesota
$131K +$123K +5,561 New
UBS Group
171
UBS Group
Switzerland
$129K -$778K -35,252 -87%
STA
172
Summit Trail Advisors
New York
$125K +$119K +5,406 New
SEI Investments
173
SEI Investments
Pennsylvania
$124K -$4.72K -214 -4%
JCM
174
Jacobi Capital Management
Pennsylvania
$121K
PAM
175
Panagora Asset Management
Massachusetts
$96K

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.