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674 hedge funds and large institutions have $8.34B invested in Wabtec in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 301 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.29% less ownership

Funds ownership: 96.67%90.38% (-6.3%)

13% less funds holding

Funds holding: 775674 (-101)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

38% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 301

39% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $20.1M

42% less capital invested

Capital invested by funds: $14.4B → $8.34B (-$6.07B)

56% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 160

Holders
674
Holders Change
-101
Holders Change %
-13.03%
% of All Funds
14.85%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.24%
New
71
Increased
186
Reduced
301
Closed
160
Calls
$12.3M
Puts
$20.1M
Net Calls
-$7.84M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
451
Versant Capital Management
Arizona
$9K -$39.7K -578 -75%
DAM
452
Delta Asset Management
Tennessee
$9K
TFS
453
TrustCore Financial Services
Tennessee
$9K
SFS
454
Sowell Financial Services
Arkansas
$9K +$1.37K +20 +12%
LWCFA
455
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K -$5.36K -78 -33%
TF
456
TimeScale Financial
Massachusetts
$8K -$2.61K -38 -18%
HFM
457
Harvest Fund Management
China
$8K
CA
458
Clearstead Advisors
Ohio
$8K +$11.3K +164 New
SWM
459
Sugarloaf Wealth Management
Georgia
$7K -$4.46K -65 -31%
DSC
460
Duncker Streett & Co
Missouri
$7K -$343 -5 -3%
APWM
461
Atlas Private Wealth Management
New York
$7K -$69 -1 -0.7%
IRC
462
Investors Research Corp
Georgia
$7K
OPS
463
Orion Portfolio Solutions
Nebraska
$7K +$1.37K +20 +16%
PRC
464
Pearl River Capital
Michigan
$6K -$215K -3,138 -96%
PFSC
465
Peoples Financial Services Corp
Pennsylvania
$6K -$2.68K -39 -25%
TWA
466
TCI Wealth Advisors
Arizona
$6K -$2.4K -35 -23%
TF
467
Tompkins Financial
New York
$6K -$1.37K -20 -14%
GRP
468
Global Retirement Partners
California
$6K -$1.03K -15 -10%
LWM
469
Lenox Wealth Management
Ohio
$6K -$755 -11 -8%
VNA
470
Valley National Advisers
Pennsylvania
$6K -$687 -10 -7%
BWA
471
Burt Wealth Advisors
Maryland
$6K -$343 -5 -4%
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$6K -$275 -4 -2%
GTAM
473
Global Trust Asset Management
Florida
$6K -$69 -1 -0.8%
AWM
474
AllSquare Wealth Management
New York
$6K
HGWM
475
Harvest Group Wealth Management
Massachusetts
$6K

WAB Hedge Fund Activity: Q1 2020 in Review

674 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q1 2020, worth a combined $8.34B — down 42% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of WAB and 71 opened new positions — a net loss of 89 holders — while 301 trimmed existing stakes and 186 added.

The largest buyer was First Pacific Advisors, opening a new position worth an estimated $180M. The largest seller was Janus Henderson Group, cutting an estimated $297M.

  • 674 institutional investors held Wabtec (WAB) as of Q1 2020, down from 775 in Q4 2019.
  • Funds reported $8.34B of Wabtec stock for Q1 2020, down 42% quarter-over-quarter.
  • 71 funds opened new Wabtec positions in Q1 2020 and 160 closed out, a net change of -89 holders.
  • The largest Wabtec buyer in Q1 2020 was First Pacific Advisors, an estimated $180M added.
  • The largest Wabtec seller in Q1 2020 was Janus Henderson Group, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2020.