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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
KCM
1
Kensico Capital Management
Connecticut
$228M -$39.3M -2,053,200 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M +$9.23M +482,077 +5%
IC
3
Icahn Carl
Florida
$208M
ACM
4
Abrams Capital Management
Massachusetts
$148M -$71.1M -3,714,257 -33%
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$135M +$27.5M +1,438,631 +26%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$108M -$53.9K -2,817 -0.1%
BlackRock
7
BlackRock
New York
$100M +$97.1M +5,071,295 +10,999%
Select Equity Group
8
Select Equity Group
New York
$81.7M +$52.9M +2,764,041 +198%
Morgan Stanley
9
Morgan Stanley
New York
$77.8M +$25.4M +1,324,239 +50%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$75.2M -$707K -36,926 -1%
Victory Capital Management
11
Victory Capital Management
Texas
$72.9M -$508K -26,527 -0.7%
CIP
12
Champlain Investment Partners
Vermont
$72.6M +$11.3M +590,625 +19%
Lazard Asset Management
13
Lazard Asset Management
New York
$47.5M -$4.31M -224,890 -8%
HA
14
Homestead Advisers
Virginia
$42.9M
ORI
15
Oak Ridge Investments
Illinois
$41.4M +$3.39M +177,180 +9%
GCM
16
Gates Capital Management
New York
$38.9M -$1.13M -58,973 -3%
State Street
17
State Street
Massachusetts
$32.8M +$1.3M +67,995 +4%
Goldman Sachs
18
Goldman Sachs
New York
$31.6M +$6.17M +322,257 +25%
Capital Research Global Investors
19
Capital Research Global Investors
California
$30.8M +$30M +1,568,358 New
TCIM
20
TIAA CREF Investment Management
New York
$27.8M -$2.46M -128,730 -8%
BAMCO Inc
21
BAMCO Inc
New York
$27.5M +$2.87M +150,000 +12%
OWP
22
Obermeyer Wealth Partners
Colorado
$26.2M +$413K +21,565 +2%
EAM
23
Eagle Asset Management
Florida
$22M +$9.66M +504,344 +82%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$21.1M +$2.22M +116,081 +12%
Millennium Management
25
Millennium Management
New York
$20.8M +$14.5M +759,816 +252%

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.