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681 hedge funds and large institutions have $9.76B invested in Wabtec in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 195 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $8.34B → $9.76B (+$1.42B)

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

1% more funds holding

Funds holding: 674681 (+7)

1.28% less ownership

Funds ownership: 90.38%89.1% (-1.3%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $32M

31% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 281

Holders
681
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
13.96%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
80
Increased
195
Reduced
281
Closed
69
Calls
$25.5M
Puts
$32M
Net Calls
-$6.47M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$78.2M +$7.63M +134,744 +11%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$78.1M +$295K +5,211 +0.4%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$76.7M -$7.24M -127,907 -9%
PPC
29
Park Presidio Capital
California
$76.3M
Norges Bank
30
Norges Bank
Norway
$75.5M -$22.6M -399,855 -23%
Invesco
31
Invesco
Georgia
$74.4M -$26.5M -468,577 -27%
SSM
32
Sound Shore Management
Connecticut
$71.5M +$70.3M +1,241,177 New
Charles Schwab
33
Charles Schwab
California
$69.8M +$385K +6,794 +0.6%
EAM
34
Eagle Asset Management
Florida
$66.4M +$223K +3,942 +0.3%
Legal & General Group
35
Legal & General Group
United Kingdom
$62.4M -$1.85M -32,753 -3%
CTA
36
Carillon Tower Advisers
Florida
$52.2M
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$43.8M -$3.05M -53,845 -7%
Bank of America
38
Bank of America
North Carolina
$43.4M +$2.87M +50,649 +7%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$42.4M +$8.51M +150,291 +26%
Goldman Sachs
40
Goldman Sachs
New York
$41.4M +$10.5M +185,331 +35%
Swiss National Bank
41
Swiss National Bank
Switzerland
$41.4M +$697K +12,300 +2%
Ameriprise
42
Ameriprise
Minnesota
$38.6M +$1.56M +27,606 +4%
SPI
43
Santori & Peters Inc
Pennsylvania
$37M +$57 +1 +0%
SCM
44
Shapiro Capital Management
Georgia
$36.9M +$36.3M +641,042 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$36.4M +$1.25M +22,047 +4%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$34.8M -$2.92M -51,490 -8%
AAM
47
Ardevora Asset Management
United Kingdom
$33.4M +$32.9M +580,971 New
CII
48
Capital International Inc
California
$33.2M +$2.59M +45,677 +9%
N
49
Nuveen
North Carolina
$32.1M -$11.6M -205,392 -27%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$31.5M -$217K -3,839 -0.7%

WAB Hedge Fund Activity: Q2 2020 in Review

681 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q2 2020, worth a combined $9.76B — up 17% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WAB positions and 69 closed out — a net gain of 11 holders — while 195 added to existing stakes and 281 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $105M. The largest seller was Farallon Capital Management, cutting an estimated $113M.

  • 681 institutional investors held Wabtec (WAB) as of Q2 2020, up from 674 in Q1 2020.
  • Funds reported $9.76B of Wabtec stock for Q2 2020, up 17% quarter-over-quarter.
  • 80 funds opened new Wabtec positions in Q2 2020 and 69 closed out, a net change of +11 holders.
  • The largest Wabtec buyer in Q2 2020 was Beutel, Goodman & Co, an estimated $105M added.
  • The largest Wabtec seller in Q2 2020 was Farallon Capital Management, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2020.