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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
CIA
476
CSat Investment Advisory
Michigan
$63K +$5.48K +74 +10%
Robeco Institutional Asset Management
477
Robeco Institutional Asset Management
Netherlands
$62K -$113K -1,529 -66%
BFEC
478
Benjamin F. Edwards & Company
Missouri
$60K -$3.03K -41 -5%
ASN
479
Advisory Services Network
Georgia
$59K -$49.2K -665 -47%
VCM
480
Versant Capital Management
Arizona
$59K -$370 -5 -0.6%
AAP
481
Arax Advisory Partners
Colorado
$58K -$2.37K -32 -4%
AA
482
Ancora Advisors
Ohio
$55K +$51.6K +697 New
Canada Pension Plan Investment Board
483
Canada Pension Plan Investment Board
Ontario, Canada
$54K -$10.1M -136,806 -99%
FHA
484
Flagship Harbor Advisors
Massachusetts
$54K -$2.22K -30 -4%
SPIA
485
Steward Partners Investment Advisory
New York
$50K -$9.62K -130 -17%
IR
486
IAT Reinsurance
New York
$50K
FQ
487
First Quadrant
California
$48K
FWM
488
Focused Wealth Management
New York
$47K +$2.15K +29 +5%
PA
489
Parallel Advisors
California
$46K +$4.81K +65 +12%
TCOV
490
Trust Company of Vermont
Vermont
$45K -$2.29K -31 -5%
NFG
491
Next Financial Group
Texas
$44K -$2.37K -32 -5%
GLI
492
Guardian Life Insurance
New York
$42K
VFA
493
Valeo Financial Advisors
Indiana
$40K +$814 +11 +2%
AssetMark Inc
494
AssetMark Inc
California
$38K -$518 -7 -1%
RE
495
RBC Europe
United Kingdom
$37.7K -$6.07K -82 -14%
NSIM
496
North Star Investment Management
Illinois
$37K -$1.63K -22 -4%
RFA
497
Reilly Financial Advisors
California
$34K -$740 -10 -2%
BCWM
498
Bartlett & Co Wealth Management
Ohio
$32.8K -$370 -5 -1%
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$32K
EDRH
500
Edmond de Rothschild Holding
Switzerland
$31K -$296 -4 -1%

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.