Welbilt, Inc.
WBT was delisted on the 28th of July, 2022.
230 hedge funds and large institutions have $2.41B invested in Welbilt, Inc. in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 55 reducing their positions, and 30 closing their positions.
550% more call options, than puts
Call options by funds: $657K | Put options by funds: $101K
62% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 55
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
3% more funds holding
Funds holding: 223 → 230 (+7)
19% less capital invested
Capital invested by funds: $2.97B → $2.41B (-$557M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$42.3M |
| 2 |
IIP
Intermede Investment Partners
London,
United Kingdom
|
+$34.9M |
| 3 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$27.9M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$27.6M |
| 5 |
Select Equity Group
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$145M |
| 2 |
BAMCO Inc
New York
|
-$37.6M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$34.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$19.7M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$16.7M |
WBT Hedge Fund Activity: Q1 2018 in Review
230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2018, worth a combined $2.41B — down 19% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WBT positions and 30 closed out — a net gain of 9 holders — while 89 added to existing stakes and 55 trimmed.
The largest buyer was Brown Advisory, adding an estimated $42.3M. The largest seller was Morgan Stanley, cutting an estimated $145M.
- 230 institutional investors held Welbilt, Inc. (WBT) as of Q1 2018, up from 223 in Q4 2017.
- Funds reported $2.41B of Welbilt, Inc. stock for Q1 2018, down 19% quarter-over-quarter.
- 39 funds opened new Welbilt, Inc. positions in Q1 2018 and 30 closed out, a net change of +9 holders.
- The largest Welbilt, Inc. buyer in Q1 2018 was Brown Advisory, an estimated $42.3M added.
- The largest Welbilt, Inc. seller in Q1 2018 was Morgan Stanley, an estimated $145M sold.
Based on aggregated 13F filings for Q1 2018.