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Wabtec
WAB

923 hedge funds and large institutions have $23.6B invested in Wabtec in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 293 increasing their positions, 331 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

12% more capital invested

Capital invested by funds: $21.1B → $23.6B (+$2.48B)

4% more funds holding

Funds holding: 884 → 923 (+39)

9% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $52.5M

1.28% less ownership

Funds ownership: 92.77% → 91.49% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 331

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

Holders
923
Holders Change
+39
Holders Change %
+4.41%
% of All Funds
13.3%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
105
Increased
293
Reduced
331
Closed
55
Calls
$57.2M
Puts
$52.5M
Net Calls
+$4.65M
Net Calls Change
-$13.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$326M
2
Fidelity International
Fidelity International
Bermuda
+$118M
3
JP Morgan Chase
JP Morgan Chase
New York
+$112M
4
Artisan Partners
Artisan Partners
Wisconsin
+$110M
5
Two Sigma Investments
Two Sigma Investments
New York
+$73.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$434M
2
Pzena Investment Management
Pzena Investment Management
New York
-$366M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$277M
4
FCM
Farallon Capital Management
California
-$133M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
376
Metropolitan Life Insurance Company (MetLife)
New York
$1.05M -$9.07K -67 -0.9%
BHCM
377
Brevan Howard Capital Management
Jersey
$1.03M +$590K +4,358 +159%
Grantham, Mayo, Van Otterloo & Co (GMO)
378
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.02M +$30.6K +226 +3%
WWM
379
Western Wealth Management
Colorado
$998K +$42.8K +316 +5%
HI
380
Handelsinvest Investeringsforvaltning
Denmark
$994K -$176K -1,296 -16%
GS
381
GTS Securities
New York
$981K -$176K -1,301 -16%
GC
382
Gilbert & Cook
Iowa
$979K +$11.9K +88 +1%
CB
383
Commerce Bank
Missouri
$974K +$22.1K +163 +2%
VIM
384
Vinva Investment Management
Australia
$973K +$168K +1,243 +23%
GCM
385
Galibier Capital Management
Ontario, Canada
$970K – – –
ECM
386
ExodusPoint Capital Management
New York
$967K +$899K +6,636 New
MFS
387
Mirabella Financial Services
United Kingdom
$963K +$895K +6,609 New
MM
388
MQS Management
New York
$960K +$472K +3,483 +112%
Wealth Enhancement Advisory Services
389
Wealth Enhancement Advisory Services
Minnesota
$945K -$291K -2,148 -25%
EF
390
Empirical Finance
Pennsylvania
$941K +$29.4K +217 +3%
SF
391
Synovus Financial
Georgia
$940K +$200K +1,477 +30%
CIM
392
Contravisory Investment Management
Massachusetts
$922K -$2.71K -20 -0.3%
MSAM
393
Moloney Securities Asset Management
Missouri
$922K +$857K +6,328 New
CYG
394
Clean Yield Group
Vermont
$918K +$589K +4,348 +222%
AWM
395
Axxcess Wealth Management
California
$915K +$542 +4 +0.1%
SIA
396
Schechter Investment Advisors
Michigan
$914K -$21K -155 -2%
NB
397
Norinchukin Bank
Japan
$909K -$11.9K -88 -1%
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$905K +$26K +192 +3%
APG Asset Management
399
APG Asset Management
Netherlands
$902K -$13.5K -100 -1%
MC
400
Maverick Capital
Texas
$898K +$399K +2,949 +92%
14 15
16
17 18

WAB Hedge Fund Activity: Q1 2024 in Review

923 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q1 2024, worth a combined $23.6B — up 12% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new WAB positions and 55 closed out — a net gain of 50 holders — while 293 added to existing stakes and 331 trimmed.

The largest buyer was BlackRock, adding an estimated $326M. The largest seller was Morgan Stanley, cutting an estimated $434M.

  • 923 institutional investors held Wabtec (WAB) as of Q1 2024, up from 884 in Q4 2023.
  • Funds reported $23.6B of Wabtec stock for Q1 2024, up 12% quarter-over-quarter.
  • 105 funds opened new Wabtec positions in Q1 2024 and 55 closed out, a net change of +50 holders.
  • The largest Wabtec buyer in Q1 2024 was BlackRock, an estimated $326M added.
  • The largest Wabtec seller in Q1 2024 was Morgan Stanley, an estimated $434M sold.

Based on aggregated 13F filings for Q1 2024.