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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
CI
526
CX Institutional
Indiana
$3K +$4.39K +64 New
HWA
527
HHM Wealth Advisors
Tennessee
$3K +$4.53K +66 New
ED
528
Exane Derivatives
France
$2.98K
EW
529
Evoke Wealth
California
$2.5K -$4.53K -66 -56%
AWA
530
Arkadios Wealth Advisors
Georgia
$2.31K -$412 -6 -11%
GEA
531
Glen Eagle Advisors
New Jersey
$2.07K
BFEC
532
Benjamin F. Edwards & Company
Missouri
$2K -$50.9K -741 -96%
FRA
533
Front Row Advisors
California
$2K -$14.1K -206 -86%
TFO
534
Tarbox Family Office
California
$2K -$3.5K -51 -53%
ARMC
535
American Research & Management Company
Massachusetts
$2K -$824 -12 -26%
OIA
536
Optimum Investment Advisors
Illinois
$2K -$549 -8 -15%
WFMPM
537
Woodley Farra Manion Portfolio Management
Indiana
$2K -$275 -4 -7%
CA
538
Crewe Advisors
Utah
$2K -$137 -2 -4%
JWA
539
JFS Wealth Advisors
Pennsylvania
$2K -$137 -2 -5%
BWP
540
Baldwin Wealth Partners
Massachusetts
$2K
CB
541
Community Bank
New York
$2K
IFAM
542
Institutional & Family Asset Management
Colorado
$2K
PWMG
543
Prestige Wealth Management Group
New Jersey
$2K
SSWG
544
Seven Springs Wealth Group
Tennessee
$2K
TCM
545
TD Capital Management
Tennessee
$2K
TFGT
546
TS Financial Group (TSFG)
Illinois
$2K
WLPWM
547
Walled Lake Planning & Wealth Management
Illinois
$2K
EIP
548
Ellis Investment Partners
Pennsylvania
$2K +$206 +3 +5%
CA
549
Centerpoint Advisors
Massachusetts
$2K +$412 +6 +14%
MA
550
MCF Advisors
Kentucky
$2K +$1.65K +24 +92%

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.