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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$71K
VanEck Associates
177
VanEck Associates
New York
$63K -$6.11K -302 -10%
Simplex Trading
178
Simplex Trading
Illinois
$62K +$54.7K +2,706 New
CS
179
Credential Securities
$48.4K +$8.98K +444 +27%
OAM
180
Oppenheimer Asset Management
New York
$47K +$4.04K +200 +11%
BC
181
Bartlett & Co
Ohio
$46K
WAM
182
Wealthspire Advisors (Maryland)
Maryland
$43K
HNB
183
Huntington National Bank
Ohio
$38K +$33.2K +1,643 New
FMTCOCP
184
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37.1K +$32.6K +1,610 New
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$31K
SSB
186
Sandy Spring Bank
Maryland
$28K
IWM
187
IHT Wealth Management
Illinois
$27K
IA
188
IFP Advisors
Florida
$25K
HI
189
Hudock Inc
Pennsylvania
$23K
ASN
190
Advisory Services Network
Georgia
$22K -$11.1K -548 -37%
DAM
191
Delta Asset Management
Tennessee
$22K
IP
192
Isthmus Partners
Wisconsin
$18K
PFBT
193
Parkside Financial Bank & Trust
Missouri
$16K +$5.12K +253 +61%
DBT
194
Dubuque Bank & Trust
Iowa
$15K
GWM
195
Geneos Wealth Management
Colorado
$9K
SBL
196
Sargent Bickham Lagudis
Colorado
$9K
WA
197
Winfield Associates
Ohio
$8K
RFA
198
Reilly Financial Advisors
California
$5K
VNA
199
Valley National Advisers
Pennsylvania
$5K
GRP
200
Global Retirement Partners
California
$4K

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.