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WBT

Welbilt, Inc.

Delisted

WBT was delisted on the 28th of July, 2022.

201 hedge funds and large institutions have $2.32B invested in Welbilt, Inc. in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,700% more call options, than puts

Call options by funds: $336K | Put options by funds: $7K

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 58

4% more funds holding

Funds holding: 193201 (+8)

0% more capital invested

Capital invested by funds: $2.32B → $2.32B (+$4.11M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
26
Increased
72
Reduced
58
Closed
17
Calls
$336K
Puts
$7K
Net Calls
+$329K
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Kensico Capital Management
Connecticut
$212M -$8.06M -412,400 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$2.78M +142,312 +1%
IC
3
Icahn Carl
Florida
$199M
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$143M +$13.7M +701,733 +10%
Select Equity Group
5
Select Equity Group
New York
$114M +$37.2M +1,904,703 +46%
ACM
6
Abrams Capital Management
Massachusetts
$112M -$30.7M -1,573,159 -21%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$103M -$354K -18,097 -0.3%
BlackRock
8
BlackRock
New York
$98.2M +$1.82M +93,030 +2%
Morgan Stanley
9
Morgan Stanley
New York
$81.7M +$7.32M +374,712 +9%
CIP
10
Champlain Investment Partners
Vermont
$73.6M +$4M +204,758 +6%
Victory Capital Management
11
Victory Capital Management
Texas
$69.7M -$313K -16,024 -0.4%
GCM
12
Gates Capital Management
New York
$68.3M +$32M +1,639,490 +83%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$66.7M -$5.76M -294,972 -8%
Capital Research Global Investors
14
Capital Research Global Investors
California
$56.5M +$28M +1,431,642 +91%
Lazard Asset Management
15
Lazard Asset Management
New York
$51M +$5.59M +286,054 +12%
HA
16
Homestead Advisers
Virginia
$41.2M
ORI
17
Oak Ridge Investments
Illinois
$40.2M +$476K +24,352 +1%
State Street
18
State Street
Massachusetts
$31.2M -$299K -15,326 -0.9%
Goldman Sachs
19
Goldman Sachs
New York
$28.8M -$1.59M -81,436 -5%
EAM
20
Eagle Asset Management
Florida
$27.7M +$6.84M +349,792 +31%
BAMCO Inc
21
BAMCO Inc
New York
$26.4M
TCIM
22
TIAA CREF Investment Management
New York
$25.8M -$1M -51,286 -4%
OWP
23
Obermeyer Wealth Partners
Colorado
$25.3M +$95.6K +4,893 +0.4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$20.3M +$45.5K +2,329 +0.2%
EIP
25
Epoch Investment Partners
New York
$20.2M +$430K +21,989 +2%

WBT Hedge Fund Activity: Q2 2017 in Review

201 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q2 2017, worth a combined $2.32B — up 0.18% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WBT positions and 17 closed out — a net gain of 9 holders — while 72 added to existing stakes and 58 trimmed.

The largest buyer was Select Equity Group, adding an estimated $37.2M. The largest seller was Abrams Capital Management, cutting an estimated $30.7M.

  • 201 institutional investors held Welbilt, Inc. (WBT) as of Q2 2017, up from 193 in Q1 2017.
  • Funds reported $2.32B of Welbilt, Inc. stock for Q2 2017, up 0.18% quarter-over-quarter.
  • 26 funds opened new Welbilt, Inc. positions in Q2 2017 and 17 closed out, a net change of +9 holders.
  • The largest Welbilt, Inc. buyer in Q2 2017 was Select Equity Group, an estimated $37.2M added.
  • The largest Welbilt, Inc. seller in Q2 2017 was Abrams Capital Management, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2017.