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979 hedge funds and large institutions have $25.3B invested in Wabtec in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 353 increasing their positions, 322 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $219M | Put options by funds: $68.7M

124% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 54

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

7% more capital invested

Capital invested by funds: $23.6B → $25.3B (+$1.71B)

6% more funds holding

Funds holding: 923979 (+56)

10% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 322

0.77% less ownership

Funds ownership: 91.49%90.72% (-0.77%)

Holders
979
Holders Change
+56
Holders Change %
+6.07%
% of All Funds
14.14%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
121
Increased
353
Reduced
322
Closed
54
Calls
$219M
Puts
$68.7M
Net Calls
+$150M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
501
Forum Financial Management
Illinois
$626K -$959 -6 -0.2%
NF
502
Nvest Financial
New Hampshire
$626K +$176K +1,103 +39%
MYLI
503
Meiji Yasuda Life Insurance
Japan
$620K +$626K +3,920 New
OCBCO
504
Oversea-Chinese Banking Corp (OCBC)
Singapore
$612K +$619K +3,877 New
WI
505
Wahed Invest
New York
$606K +$54.5K +341 +10%
OTL
506
Oak Thistle LLC
New York
$606K -$66.3K -415 -10%
SBCM
507
Schwerin Boyle Capital Management
Massachusetts
$605K
BWP
508
BSW Wealth Partners
Colorado
$591K +$21.2K +133 +4%
WT
509
Whittier Trust
California
$587K +$7.03K +44 +1%
BFM
510
Boothbay Fund Management
New York
$577K -$44.3K -277 -7%
IA
511
IFP Advisors
Florida
$575K +$532K +3,329 +1,067%
PTC
512
Petrus Trust Company
Texas
$573K +$174K +1,086 +43%
FHB
513
First Hawaiian Bank
Hawaii
$572K -$12.5K -78 -2%
WTC
514
WhitTier Trust Company
Nevada
$567K -$3.99K -25 -0.7%
FTDI
515
First Trust Direct Indexing
Massachusetts
$548K +$83.7K +524 +18%
CFP
516
Catalyst Financial Partners
Massachusetts
$538K +$5.59K +35 +1%
DFCM
517
Dark Forest Capital Management
Puerto Rico
$532K +$166K +1,037 +45%
BTI
518
Blue Trust Inc
Georgia
$528K +$561K +3,514 +3,195%
BFG
519
Bleakley Financial Group
New Jersey
$526K -$49.2K -308 -8%
SW
520
Simplicity Wealth
New Jersey
$526K -$48.7K -305 -8%
NA
521
NewEdge Advisors
Louisiana
$526K +$289K +1,812 +120%
JWCA
522
J.W. Coons Advisors
Ohio
$520K +$38.3K +240 +8%
AWM
523
Apollon Wealth Management
South Carolina
$517K +$479 +3 +0.1%
GT
524
Greenleaf Trust
Michigan
$515K +$9.59K +60 +2%
Baird Financial Group
525
Baird Financial Group
Wisconsin
$514K +$2.08K +13 +0.4%

WAB Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q2 2024, worth a combined $25.3B — up 7.2% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new WAB positions and 54 closed out — a net gain of 67 holders — while 353 added to existing stakes and 322 trimmed.

The largest buyer was Fidelity International, adding an estimated $132M. The largest seller was Wellington Management Group, cutting an estimated $401M.

  • 979 institutional investors held Wabtec (WAB) as of Q2 2024, up from 923 in Q1 2024.
  • Funds reported $25.3B of Wabtec stock for Q2 2024, up 7.2% quarter-over-quarter.
  • 121 funds opened new Wabtec positions in Q2 2024 and 54 closed out, a net change of +67 holders.
  • The largest Wabtec buyer in Q2 2024 was Fidelity International, an estimated $132M added.
  • The largest Wabtec seller in Q2 2024 was Wellington Management Group, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2024.