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775 hedge funds and large institutions have $14.4B invested in Wabtec in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 200 increasing their positions, 319 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 77

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7% more funds holding

Funds holding: 723775 (+52)

5% more capital invested

Capital invested by funds: $13.7B → $14.4B (+$726M)

2.68% less ownership

Funds ownership: 99.35%96.67% (-2.7%)

37% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 319

52% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $61.5M

Holders
775
Holders Change
+52
Holders Change %
+7.19%
% of All Funds
15.27%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
143
Increased
200
Reduced
319
Closed
77
Calls
$29.4M
Puts
$61.5M
Net Calls
-$32.1M
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$99.2M -$4.77M -64,444 -5%
3CP
27
3G Capital Partners
New York
$95.1M +$2.4M +32,382 +3%
Charles Schwab
28
Charles Schwab
California
$92.3M +$91.8K +1,240 +0.1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$89.1M +$5.47M +73,894 +7%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$89.1M -$2.59M -35,004 -3%
Allianz Asset Management
31
Allianz Asset Management
Germany
$88.8M +$7.69M +103,917 +10%
Newport Trust Company
32
Newport Trust Company
District of Columbia
$87.4M -$7.98M -107,861 -9%
Legal & General Group
33
Legal & General Group
United Kingdom
$84.2M +$6.76M +91,366 +9%
PPC
34
Park Presidio Capital
California
$83.6M -$5.55M -75,000 -7%
PAMU
35
Pictet Asset Management (UK)
United Kingdom
$82.7M +$39.1M +527,644 +99%
Citadel Advisors
36
Citadel Advisors
Florida
$75.7M +$48.9M +660,449 +211%
CC
37
Capital Counsel
New York
$75.1M -$4.44M -59,981 -6%
Goldman Sachs
38
Goldman Sachs
New York
$72.7M -$13.2M -178,727 -16%
Millennium Management
39
Millennium Management
New York
$72.4M +$66M +891,182 +2,265%
EAM
40
Eagle Asset Management
Florida
$68.8M +$1.52M +20,549 +2%
BMO
41
Beck Mack & Oliver
New York
$66.5M -$838K -11,323 -1%
Bank of America
42
Bank of America
North Carolina
$65.5M -$3.01M -40,677 -5%
CBT
43
Capital Bank & Trust
California
$64.3M -$349K -4,709 -0.6%
Ameriprise
44
Ameriprise
Minnesota
$60.2M +$15.5M +209,072 +37%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$55.8M +$719K +9,713 +1%
CTA
46
Carillon Tower Advisers
Florida
$53.6M
Russell Investments Group
47
Russell Investments Group
United Kingdom
$50.8M +$13.9M +188,437 +40%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$50.4M +$2.09M +28,219 +5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$49.2M -$439K -5,930 -0.9%
SPI
50
Santori & Peters Inc
Pennsylvania
$47M

WAB Hedge Fund Activity: Q4 2019 in Review

775 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q4 2019, worth a combined $14.4B — up 5.3% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new WAB positions and 77 closed out — a net gain of 66 holders — while 200 added to existing stakes and 319 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $154M. The largest seller was Capital International Investors, cutting an estimated $378M.

  • 775 institutional investors held Wabtec (WAB) as of Q4 2019, up from 723 in Q3 2019.
  • Funds reported $14.4B of Wabtec stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 143 funds opened new Wabtec positions in Q4 2019 and 77 closed out, a net change of +66 holders.
  • The largest Wabtec buyer in Q4 2019 was Pzena Investment Management, an estimated $154M added.
  • The largest Wabtec seller in Q4 2019 was Capital International Investors, an estimated $378M sold.

Based on aggregated 13F filings for Q4 2019.