We are live on ! Find out more
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$259M +$5.06M +249,943 +2%
IC
2
Icahn Carl
Florida
$244M
Select Equity Group
3
Select Equity Group
New York
$222M +$72.5M +3,582,771 +59%
KCM
4
Kensico Capital Management
Connecticut
$215M -$38.1M -1,886,100 -17%
Morgan Stanley
5
Morgan Stanley
New York
$196M +$84.2M +4,161,187 +96%
Ninety One (UK)
6
Ninety One (UK)
United Kingdom
$176M +$982K +48,572 +0.6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$136M +$8.69M +429,684 +8%
BlackRock
8
BlackRock
New York
$120M -$308K -15,210 -0.3%
CIP
9
Champlain Investment Partners
Vermont
$92.5M +$2.24M +110,992 +3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$83.5M +$12.6M +621,000 +21%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$82.8M +$1.1M +54,490 +2%
GCM
12
Gates Capital Management
New York
$79.7M -$3.34M -165,214 -5%
Goldman Sachs
13
Goldman Sachs
New York
$66.2M +$27.1M +1,340,834 +88%
Lazard Asset Management
14
Lazard Asset Management
New York
$61.4M -$891K -44,063 -2%
HA
15
Homestead Advisers
Virginia
$50.3M
State Street
16
State Street
Massachusetts
$38.6M +$356K +17,604 +1%
BAMCO Inc
17
BAMCO Inc
New York
$36.9M +$4.05M +200,000 +14%
EAM
18
Eagle Asset Management
Florida
$36.6M +$2.5M +123,729 +8%
Victory Capital Management
19
Victory Capital Management
Texas
$36M -$43.2M -2,135,301 -58%
ORI
20
Oak Ridge Investments
Illinois
$31.8M -$15.3M -754,010 -35%
OWP
21
Obermeyer Wealth Partners
Colorado
$31.1M +$206K +10,170 +0.8%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$28.4M +$24.7M +1,219,867 +10,960%
EWM
23
Evercore Wealth Management
New York
$26.9M +$3.9M +192,830 +20%
Deutsche Bank
24
Deutsche Bank
Germany
$26.6M +$9.24M +456,657 +66%
FCM
25
Freshford Capital Management
New York
$26M +$6.02M +297,833 +36%

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.