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WBT

Welbilt, Inc.

Delisted

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

223 hedge funds and large institutions have $2.97B invested in Welbilt, Inc. in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

6% more funds holding

Funds holding: 211223 (+12)

1% more capital invested

Capital invested by funds: $2.95B → $2.97B (+$18.7M)

16% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $1.41M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
83
Reduced
57
Closed
27
Calls
$1.18M
Puts
$1.41M
Net Calls
-$230K
Net Calls Change
-$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$275M +$45.5M +2,062,024 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M +$2.37M +107,651 +1%
IC
3
Icahn Carl
Florida
$237M -$11M -500,000 -5%
Morgan Stanley
4
Morgan Stanley
New York
$194M -$5.03M -227,942 -3%
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$171M -$7.67M -347,586 -5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$142M +$3.42M +155,219 +3%
BlackRock
7
BlackRock
New York
$123M +$539K +24,423 +0.5%
CIP
8
Champlain Investment Partners
Vermont
$101M +$6.48M +293,945 +7%
Capital Research Global Investors
9
Capital Research Global Investors
California
$100M +$14.1M +639,000 +18%
GCM
10
Gates Capital Management
New York
$83M +$1.65M +74,927 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$80.8M -$3.4M -154,265 -4%
Goldman Sachs
12
Goldman Sachs
New York
$72.4M +$4.61M +209,050 +7%
EARNEST Partners
13
EARNEST Partners
Georgia
$71.9M +$64.9M +2,944,272 +2,540%
Lazard Asset Management
14
Lazard Asset Management
New York
$63.2M +$570K +25,857 +1%
State Street
15
State Street
Massachusetts
$52.1M +$12M +544,531 +33%
HA
16
Homestead Advisers
Virginia
$51.3M
Victory Capital Management
17
Victory Capital Management
Texas
$38.2M +$1.37M +62,291 +4%
BAMCO Inc
18
BAMCO Inc
New York
$37.6M
OWP
19
Obermeyer Wealth Partners
Colorado
$32.4M +$579K +26,264 +2%
EAM
20
Eagle Asset Management
Florida
$32.4M -$4.78M -216,734 -14%
IAMU
21
Impax Asset Management (UK)
United Kingdom
$31.8M +$29.8M +1,352,430 New
Deutsche Bank
22
Deutsche Bank
Germany
$29.1M +$1.83M +82,760 +7%
EWM
23
Evercore Wealth Management
New York
$28.6M +$1.12M +50,840 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$26.4M +$227K +10,282 +0.9%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$24.3M +$16.5M +746,890 +262%

WBT Hedge Fund Activity: Q4 2017 in Review

223 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q4 2017, worth a combined $2.97B — up 0.63% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WBT positions and 27 closed out — a net gain of 14 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $64.9M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $215M sold.

  • 223 institutional investors held Welbilt, Inc. (WBT) as of Q4 2017, up from 211 in Q3 2017.
  • Funds reported $2.97B of Welbilt, Inc. stock for Q4 2017, up 0.63% quarter-over-quarter.
  • 41 funds opened new Welbilt, Inc. positions in Q4 2017 and 27 closed out, a net change of +14 holders.
  • The largest Welbilt, Inc. buyer in Q4 2017 was EARNEST Partners, an estimated $64.9M added.
  • The largest Welbilt, Inc. seller in Q4 2017 was Kensico Capital Management, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2017.