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980 hedge funds and large institutions have $28.3B invested in Wabtec in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 306 increasing their positions, 365 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 98

12% more capital invested

Capital invested by funds: $25.3B → $28.3B (+$2.99B)

0% more funds holding

Funds holding: 979980 (+1)

1.82% less ownership

Funds ownership: 90.72%88.9% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

16% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 365

29% less call options, than puts

Call options by funds: $69.6M | Put options by funds: $97.8M

Holders
980
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
14.07%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
110
Increased
306
Reduced
365
Closed
98
Calls
$69.6M
Puts
$97.8M
Net Calls
-$28.2M
Net Calls Change
-$178M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
401
Integrated Wealth Concepts
Massachusetts
$1.29M -$29.4K -179 -2%
WF
402
Welch & Forbes
Massachusetts
$1.28M +$164 +1 +0%
CAM
403
ClariVest Asset Management
California
$1.28M
PL
404
Perpetual Ltd
Australia
$1.25M -$206K -1,257 -15%
SCM
405
Sterling Capital Management
North Carolina
$1.25M +$1.13M +6,881 New
WWM
406
Western Wealth Management
Colorado
$1.24M -$59.2K -361 -5%
GAM
407
Gotham Asset Management
New York
$1.24M -$6.14M -37,446 -85%
SF
408
Synovus Financial
Georgia
$1.22M +$50.4K +307 +5%
Aviva
409
Aviva
United Kingdom
$1.22M -$1.29M -7,882 -54%
CWM
410
Circle Wealth Management
New Jersey
$1.22M -$94.7K -577 -8%
QWM
411
Quadcap Wealth Management
Texas
$1.21M -$80.2K -489 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
412
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.21M -$134K -815 -11%
AssetMark Inc
413
AssetMark Inc
California
$1.2M -$374K -2,282 -26%
CG
414
Caprock Group
Idaho
$1.2M +$132K +803 +14%
SAM
415
Silvercrest Asset Management
New York
$1.18M -$164 -1 -0%
Janney Montgomery Scott
416
Janney Montgomery Scott
Pennsylvania
$1.17M -$641K -3,910 -38%
DWM
417
Dynasty Wealth Management
Florida
$1.16M +$20.7K +126 +2%
SPS
418
Susquehanna Portfolio Strategies
Pennsylvania
$1.16M
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$1.15M +$19.7K +120 +2%
CB
420
Commerce Bank
Missouri
$1.15M -$1.48K -9 -0.1%
AWM
421
Axxcess Wealth Management
California
$1.15M +$492 +3 +0%
PS
422
Principal Securities
Iowa
$1.14M +$344K +2,094 +50%
OTPPB
423
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.13M -$406K -2,477 -28%
CIM
424
Contravisory Investment Management
Massachusetts
$1.13M -$3.28K -20 -0.3%
EF
425
Empirical Finance
Pennsylvania
$1.11M +$19.5K +119 +2%

WAB Hedge Fund Activity: Q3 2024 in Review

980 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q3 2024, worth a combined $28.3B — up 12% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WAB positions and 98 closed out — a net gain of 12 holders — while 306 added to existing stakes and 365 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $705M. The largest seller was T. Rowe Price Associates, cutting an estimated $340M.

  • 980 institutional investors held Wabtec (WAB) as of Q3 2024, up from 979 in Q2 2024.
  • Funds reported $28.3B of Wabtec stock for Q3 2024, up 12% quarter-over-quarter.
  • 110 funds opened new Wabtec positions in Q3 2024 and 98 closed out, a net change of +12 holders.
  • The largest Wabtec buyer in Q3 2024 was Fidelity Investments, an estimated $705M added.
  • The largest Wabtec seller in Q3 2024 was T. Rowe Price Associates, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2024.