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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
VRM
551
Vectors Research Management
New York
$12K +$222 +3 +2%
TF
552
Tompkins Financial
New York
$12K +$1.92K +26 +22%
ClearBridge Investments
553
ClearBridge Investments
New York
$11K -$17.4K -235 -63%
LF
554
Lee Financial
Texas
$11K -$222 -3 -2%
IRC
555
Investors Research Corp
Georgia
$11K
LWM
556
Lenox Wealth Management
Ohio
$11K
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K +$4.44K +60 +73%
HB
558
Horizon Bancorp
Indiana
$11K +$10.2K +138 New
APWM
559
Atlas Private Wealth Management
New York
$11K +$10.7K +145 New
DSC
560
Duncker Streett & Co
Missouri
$11K +$11K +149 New
GTAM
561
Global Trust Asset Management
Florida
$10K -$1.7K -23 -15%
VNA
562
Valley National Advisers
Pennsylvania
$10K -$1.26K -17 -11%
HGWM
563
Harvest Group Wealth Management
Massachusetts
$10K -$666 -9 -6%
BWA
564
Burt Wealth Advisors
Maryland
$10K -$222 -3 -2%
WCG
565
Weaver Consulting Group
California
$10K -$148 -2 -1%
AWM
566
AllSquare Wealth Management
New York
$10K
SL
567
Savior LLC
Massachusetts
$10K +$9.32K +126 New
OPS
568
Orion Portfolio Solutions
Nebraska
$10K +$9.4K +127 New
WQ
569
Wealth Quarterback
New Jersey
$9.52K +$9.03K +122 New
EW
570
Evoke Wealth
California
$9.18K -$1.63K -22 -16%
THWM
571
Taylor Hoffman Wealth Management
Virginia
$9K -$6.07K -82 -42%
LWANC
572
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K -$740 -10 -8%
QAM
573
QCI Asset Management
New York
$9K -$592 -8 -7%
SWM
574
Selective Wealth Management
Virginia
$9K -$74 -1 -0.8%
WAP
575
Wealthcare Advisory Partners
Pennsylvania
$9K +$1.48K +20 +22%

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.