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720 hedge funds and large institutions have $13.2B invested in Wabtec in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 207 increasing their positions, 268 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $12.3B → $13.2B (+$895M)

4% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $37.3M

0.26% more ownership

Funds ownership: 88.28%88.54% (+0.26%)

3% less funds holding

Funds holding: 742720 (-22)

15% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 101

23% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 268

Holders
720
Holders Change
-22
Holders Change %
-2.96%
% of All Funds
12.64%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
86
Increased
207
Reduced
268
Closed
101
Calls
$38.8M
Puts
$37.3M
Net Calls
+$1.49M
Net Calls Change
+$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$123M +$1.61M +20,696 +1%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$118M +$4.21M +54,302 +4%
ATO
28
Alecta Tjanstepension Omsesidigt
Sweden
$115M
ACP
29
Atalan Capital Partners
New York
$112M +$109M +1,410,000 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$106M -$9.7M -125,038 -9%
GCM
31
Gates Capital Management
New York
$104M -$13.9M -179,371 -12%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$98.8M -$3.04M -39,122 -3%
PPC
33
Park Presidio Capital
California
$97M
Bank of New York Mellon
34
Bank of New York Mellon
New York
$94.1M -$57.1K -736 -0.1%
Invesco
35
Invesco
Georgia
$91.8M +$19M +244,233 +27%
Charles Schwab
36
Charles Schwab
California
$91.5M +$686K +8,844 +0.8%
SI
37
Standard Investments
New York
$91.1M +$89.3M +1,150,900 New
EAM
38
Eagle Asset Management
Florida
$89.5M +$4.1M +52,847 +5%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$86.8M +$85.1M +1,096,881 New
Russell Investments Group
40
Russell Investments Group
United Kingdom
$85.3M +$3.49M +44,971 +4%
Legal & General Group
41
Legal & General Group
United Kingdom
$83.1M -$568K -7,313 -0.7%
AllianceBernstein
42
AllianceBernstein
Tennessee
$79.5M +$48.9M +629,438 +168%
SSM
43
Sound Shore Management
Connecticut
$74.5M -$5.31M -68,393 -7%
PIM
44
Platinum Investment Management
Australia
$71.8M +$11M +142,149 +19%
Swiss National Bank
45
Swiss National Bank
Switzerland
$55M +$877K +11,300 +2%
SPI
46
Santori & Peters Inc
Pennsylvania
$53.3M +$1.14M +14,715 +2%
AAM
47
Ardevora Asset Management
United Kingdom
$51.4M -$1.96M -25,300 -4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$49.8M -$14.5M -186,569 -23%
First Trust Advisors
49
First Trust Advisors
Illinois
$49.6M +$37.9M +488,252 +354%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$48.6M +$10.6M +136,172 +29%

WAB Hedge Fund Activity: Q1 2021 in Review

720 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q1 2021, worth a combined $13.2B — up 7.3% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of WAB and 86 opened new positions — a net loss of 15 holders — while 268 trimmed existing stakes and 207 added.

The largest buyer was Wellington Management Group, adding an estimated $170M. The largest seller was Capital International Investors, exiting entirely with an estimated $319M sold.

  • 720 institutional investors held Wabtec (WAB) as of Q1 2021, down from 742 in Q4 2020.
  • Funds reported $13.2B of Wabtec stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 86 funds opened new Wabtec positions in Q1 2021 and 101 closed out, a net change of -15 holders.
  • The largest Wabtec buyer in Q1 2021 was Wellington Management Group, an estimated $170M added.
  • The largest Wabtec seller in Q1 2021 was Capital International Investors, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2021.