Wabtec
WAB
350 hedge funds and large institutions have $5.41B invested in Wabtec in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 153 reducing their positions, and 28 closing their positions.
39% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 28
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
18% more capital invested
Capital invested by funds: $4.57B → $5.41B (+$845M)
2% more funds holding
Funds holding: 342 → 350 (+8)
3% more call options, than puts
Call options by funds: $6.32M | Put options by funds: $6.12M
0.02% more ownership
Funds ownership: 89.35% → 89.36% (+0.02%)
24% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$77.7M |
| 2 |
TCM
Tran Capital Management
San Rafael,
California
|
+$73.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$36.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.9M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$45.9M |
| 2 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$40M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
-$30.6M |
| 4 |
MA
MUFG Americas
New York
|
-$29.9M |
| 5 |
RA
Royce & Associates
New York
|
-$25M |
WAB Hedge Fund Activity: Q3 2013 in Review
350 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q3 2013, worth a combined $5.41B — up 18% from $4.57B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WAB positions and 28 closed out — a net gain of 11 holders — while 116 added to existing stakes and 153 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $77.7M. The largest seller was JP Morgan Chase, cutting an estimated $45.9M.
- 350 institutional investors held Wabtec (WAB) as of Q3 2013, up from 342 in Q2 2013.
- Funds reported $5.41B of Wabtec stock for Q3 2013, up 18% quarter-over-quarter.
- 39 funds opened new Wabtec positions in Q3 2013 and 28 closed out, a net change of +11 holders.
- The largest Wabtec buyer in Q3 2013 was Wellington Management Group, an estimated $77.7M added.
- The largest Wabtec seller in Q3 2013 was JP Morgan Chase, an estimated $45.9M sold.
Based on aggregated 13F filings for Q3 2013.