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674 hedge funds and large institutions have $8.34B invested in Wabtec in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 301 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.29% less ownership

Funds ownership: 96.67%90.38% (-6.3%)

13% less funds holding

Funds holding: 775674 (-101)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

38% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 301

39% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $20.1M

42% less capital invested

Capital invested by funds: $14.4B → $8.34B (-$6.07B)

56% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 160

Holders
674
Holders Change
-101
Holders Change %
-13.03%
% of All Funds
14.85%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.24%
New
71
Increased
186
Reduced
301
Closed
160
Calls
$12.3M
Puts
$20.1M
Net Calls
-$7.84M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
501
Financial Architects (New Jersey)
New Jersey
$4K +$69 +1 +1%
SIS
502
Sound Income Strategies
Florida
$4K +$137 +2 +2%
FFC
503
First Financial Corp
Indiana
$4K +$343 +5 +6%
PA
504
Procyon Advisors
Connecticut
$4K +$412 +6 +8%
MCM
505
Manchester Capital Management
Vermont
$4K +$3.02K +44 +142%
KFI
506
Key Financial Inc
Pennsylvania
$4K +$6.18K +90 New
RFM
507
Royal Fund Management
Florida
$4K +$6.87K +100 New
AA
508
Advisory Alpha
Michigan
$3.43K -$69 -1 -1%
BDS
509
Banco de Sabadell
Florida
$3K -$7.69K -112 -67%
SIM
510
Sonora Investment Management
Arizona
$3K -$7.48K -109 -66%
SIAS
511
Shine Investment Advisory Services
Colorado
$3K -$7.35K -107 -64%
VRM
512
Vectors Research Management
New York
$3K -$6.87K -100 -63%
TCM
513
Tradewinds Capital Management
Washington
$3K -$6.73K -98 -62%
HCM
514
Highlander Capital Management
New Jersey
$3K -$2.33K -34 -37%
CDIA
515
Capital Directions Investment Advisors
Georgia
$3K -$1.72K -25 -29%
HDIM
516
Hanson & Doremus Investment Management
Vermont
$3K -$1.37K -20 -24%
GWS
517
Glassman Wealth Services
Virginia
$3K -$206 -3 -4%
GI
518
Gradient Investments
Minnesota
$3K -$69 -1 -2%
CFN
519
Cordasco Financial Network
Florida
$3K
CPA
520
Cowen Prime Advisors
New York
$3K
LWM
521
Liberty Wealth Management
California
$3K +$69 +1 +1%
CWP
522
CFM Wealth Partners
Texas
$3K +$412 +6 +10%
MAM
523
Meeder Asset Management
Ohio
$3K +$1.78K +26 +84%
BWA
524
BDO Wealth Advisors
Florida
$3K +$3.5K +51 +850%
GSWM
525
Golden State Wealth Management
California
$3K +$3.98K +58 New

WAB Hedge Fund Activity: Q1 2020 in Review

674 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q1 2020, worth a combined $8.34B — down 42% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of WAB and 71 opened new positions — a net loss of 89 holders — while 301 trimmed existing stakes and 186 added.

The largest buyer was First Pacific Advisors, opening a new position worth an estimated $180M. The largest seller was Janus Henderson Group, cutting an estimated $297M.

  • 674 institutional investors held Wabtec (WAB) as of Q1 2020, down from 775 in Q4 2019.
  • Funds reported $8.34B of Wabtec stock for Q1 2020, down 42% quarter-over-quarter.
  • 71 funds opened new Wabtec positions in Q1 2020 and 160 closed out, a net change of -89 holders.
  • The largest Wabtec buyer in Q1 2020 was First Pacific Advisors, an estimated $180M added.
  • The largest Wabtec seller in Q1 2020 was Janus Henderson Group, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2020.