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Wabtec
WAB

Overview Fund Activity

809 hedge funds and large institutions have $17.4B invested in Wabtec in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 254 increasing their positions, 301 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+8
Holders Change %
+1%
% of All Funds
12.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
81
Increased
254
Reduced
301
Closed
58
Calls
$43.6M
Puts
$21.8M
Net Calls
+$21.8M
Net Calls Change
+$27.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$178M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$61.4M
3
JCM
Junto Capital Management
New York
+$39.3M
4
Fidelity International
Fidelity International
Bermuda
+$37.4M
5
Millennium Management
Millennium Management
New York
+$32.2M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$93.5M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
-$79.2M
3
Invesco
Invesco
Georgia
-$58.2M
4
Charles Schwab
Charles Schwab
California
-$48.6M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
451
Bordeaux Wealth Advisors
California
$328K +$531 +5 +0.2%
CFP
452
Catalyst Financial Partners
Massachusetts
$326K +$2.34K +22 +0.7%
FA
453
FDx Advisors
Illinois
$322K -$131K -1,233 -29%
GT
454
Greenleaf Trust
Michigan
$322K +$1.49K +14 +0.5%
Cetera Investment Advisers
455
Cetera Investment Advisers
Illinois
$321K +$27.6K +260 +9%
NICM
456
Neo Ivy Capital Management
New York
$320K +$320K +3,008 New
CT
457
Coastline Trust
Rhode Island
$319K – – –
Credit Agricole
458
Credit Agricole
France
$315K +$148K +1,395 +89%
WPC
459
White Pine Capital
Minnesota
$315K +$531 +5 +0.2%
BCV
460
Banque Cantonale Vaudoise
Switzerland
$311K +$50.5K +475 +19%
WJWM
461
Williams Jones Wealth Management
New York
$309K – – –
QC
462
Quadrature Capital
United Kingdom
$308K +$308K +2,902 New
TIM
463
Thompson Investment Management
Wisconsin
$303K -$33.8K -318 -10%
PGIM
464
Pacific Global Investment Management
California
$302K – – –
WI
465
Wahed Invest
New York
$298K +$27.3K +257 +10%
STA
466
Summit Trail Advisors
New York
$295K +$3.72K +35 +1%
ACA
467
Atlas Capital Advisors
Wyoming
$292K – – –
Vontobel Holding
468
Vontobel Holding
Switzerland
$289K – – –
CS
469
Comerica Securities
Michigan
$288K +$13.3K +125 +5%
ONB
470
Old National Bancorp
Indiana
$287K -$23.6K -222 -8%
AAS
471
Avantax Advisory Services
Texas
$284K +$1.06K +10 +0.4%
BWP
472
BSW Wealth Partners
Colorado
$280K -$3.08K -29 -1%
HAM
473
Hedges Asset Management
Nevada
$276K – – –
MC
474
Maverick Capital
Texas
$275K -$219K -2,063 -44%
FMAEN1
475
Fund Management at Engine No 1
California
$272K -$181K -1,702 -40%
17 18
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