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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
WC
201
Wexford Capital
Florida
-$450K -23,258 Closed
Squarepoint
202
Squarepoint
New York
-$416K -21,500 Closed
IR
203
Invictus RG
Bermuda
-$346K -17,913 Closed
BCM
204
Birmingham Capital Management
Alabama
-$338K -17,475 Closed
ID
205
Integral Derivatives
New York
-$290K -15,000 Closed
SI
206
Scout Investments
Missouri
-$267K -13,817 Closed
TCM
207
Teza Capital Management
Illinois
-$259K -13,382 Closed
JP Morgan Chase
208
JP Morgan Chase
New York
-$232K -12,100 -100%
CC
209
Cipher Capital
New York
-$211K -10,937 Closed
IRF
210
IBM Retirement Fund
New York
-$198K -10,225 Closed
SFS
211
Sowell Financial Services
Arkansas
-$151K -8,264 Closed
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
-$64K -3,326 Closed
DBT
213
Dubuque Bank & Trust
Iowa
-$25K -1,291 Closed
TRCT
214
Tower Research Capital (TRC)
New York
-$23K -1,189 Closed
AIM
215
Advantage Investment Management
Iowa
-$20K -1,020 Closed
ADL
216
Asset Dedication LLC
California
-$17K -900 Closed
JIC
217
Joel Isaacson & Co
New York
-$15K -786 Closed
Nomura Asset Management
218
Nomura Asset Management
Japan
-$12K -600 Closed
AA
219
Ancora Advisors
Ohio
-$11K -550 Closed
CG
220
Cutler Group
California
-$5K -300 Closed
SIM
221
Sonora Investment Management
Arizona
-$3.88K -201 Closed
SIC
222
Salem Investment Counselors
North Carolina
-$2K -150 Closed
EARNEST Partners
223
EARNEST Partners
Georgia
-$1K -37 Closed

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.