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792 hedge funds and large institutions have $16.3B invested in Wabtec in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 244 increasing their positions, 241 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 60

18% more capital invested

Capital invested by funds: $13.9B → $16.3B (+$2.45B)

7% more funds holding

Funds holding: 740792 (+52)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.46% less ownership

Funds ownership: 93.28%91.82% (-1.5%)

17% less call options, than puts

Call options by funds: $51M | Put options by funds: $61.4M

Holders
792
Holders Change
+52
Holders Change %
+7.03%
% of All Funds
12.73%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
123
Increased
244
Reduced
241
Closed
60
Calls
$51M
Puts
$61.4M
Net Calls
-$10.3M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Crewe Advisors
Utah
$37.2K -$6.98K -73 -16%
EI
527
Ellevest Inc
New York
$33.6K -$2.68K -28 -8%
EDRH
528
Edmond de Rothschild Holding
Switzerland
$33.5K
BTI
529
Blue Trust Inc
Georgia
$33K +$9.18K +96 +30%
CAL
530
Capital Analysts LLC
Pennsylvania
$32K +$96 +1 +0.3%
QC
531
Quent Capital
New York
$31.2K -$191 -2 -0.6%
LWCFA
532
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31.1K
DMBA
533
Deseret Mutual Benefit Administrators
Utah
$30.7K -$25K -262 -46%
LC
534
Lindbrook Capital
California
$30.3K +$1.15K +12 +4%
CAS
535
Coppell Advisory Solutions
Texas
$29.9K +$28.7K +300 New
CASC
536
Coppell Advisory Solutions Corp
Texas
$29.9K +$28.7K +300 New
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$29.6K -$123K -1,282 -81%
CBT
538
CoreFirst Bank & Trust
Kansas
$28.4K
GCM
539
Gables Capital Management
Florida
$28.3K -$96 -1 -0.4%
TFS
540
TrustCore Financial Services
Tennessee
$27.1K +$1.34K +14 +5%
Loomis, Sayles & Company
541
Loomis, Sayles & Company
Massachusetts
$27K +$25.6K +268 New
HNB
542
Huntington National Bank
Ohio
$25.9K -$4.68K -49 -16%
GWA
543
Gibson Wealth Advisors
Texas
$25K +$24.3K +254 +6,350%
PTC
544
Private Trust Company
Ohio
$24K -$382 -4 -2%
KFP
545
KB Financial Partners
New Jersey
$24K -$96 -1 -0.4%
HI
546
Harbour Investments
Wisconsin
$23.3K -$669 -7 -3%
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$23K +$573 +6 +3%
SWM
548
Spire Wealth Management
Virginia
$21K +$9.75K +102 +95%
TCOV
549
Trust Company of Vermont
Vermont
$20.1K -$1.43K -15 -7%
MCC
550
Money Concepts Capital
Florida
$20K -$7.93K -83 -29%

WAB Hedge Fund Activity: Q4 2022 in Review

792 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q4 2022, worth a combined $16.3B — up 18% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new WAB positions and 60 closed out — a net gain of 63 holders — while 244 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was Janus Henderson Group, cutting an estimated $470M.

  • 792 institutional investors held Wabtec (WAB) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $16.3B of Wabtec stock for Q4 2022, up 18% quarter-over-quarter.
  • 123 funds opened new Wabtec positions in Q4 2022 and 60 closed out, a net change of +63 holders.
  • The largest Wabtec buyer in Q4 2022 was Morgan Stanley, an estimated $217M added.
  • The largest Wabtec seller in Q4 2022 was Janus Henderson Group, an estimated $470M sold.

Based on aggregated 13F filings for Q4 2022.