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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
HI
551
Hudock Inc
Pennsylvania
$2K +$1.78K +26 +104%
CAN
552
Claraphi Advisory Network
United States
$2K +$2.4K +35 New
HS
553
Horan Securities
United States
$2K +$2.75K +40 New
PCMK
554
Paragon Capital Management (Kansas)
Kansas
$2K +$3.16K +46 New
CT
555
Caldwell Trust
Florida
$1.93K -$1.1K -16 -29%
BDWM
556
Brewin Dolphin Wealth Management
Ireland
$1.59K -$412 -6 -15%
SWA
557
Sutton Wealth Advisors
Florida
$1.54K +$1.1K +16 +100%
KFS
558
Kelly Financial Services
Massachusetts
$1.31K
FP
559
Financial Perspectives
Minnesota
$1.2K -$275 -4 -14%
FA
560
Fortis Advisors
Pennsylvania
$1K -$161K -2,350 -99%
AA
561
Ancora Advisors
Ohio
$1K -$46K -670 -96%
RCA
562
Ranch Capital Advisors
Florida
$1K -$9.2K -134 -80%
EWA
563
Evolution Wealth Advisors
Florida
$1K -$2.61K -38 -75%
ADL
564
Asset Dedication LLC
California
$1K -$2.47K -36 -44%
FCA
565
FinTrust Capital Advisors
South Carolina
$1K -$1.78K -26 -57%
OC
566
Oakworth Capital
Alabama
$1K -$1.3K -19 -37%
BG
567
Bollard Group
Massachusetts
$1K -$1.1K -16 -43%
CFFP
568
Center for Financial Planning
Michigan
$1K -$618 -9 -27%
HR
569
Howe & Rusling
New York
$1K -$618 -9 -45%
CHA
570
Carmichael Hill & Associates
Maryland
$1K -$412 -6 -30%
FNBOSM
571
First National Bank of South Miami
Florida
$1K -$275 -4 -11%
EWM
572
EPG Wealth Management
Georgia
$1K -$137 -2 -8%
MRCM
573
M&R Capital Management
New Jersey
$1K -$137 -2 -6%
ME
574
McIlrath & Eck
Washington
$1K -$69 -1 -4%
SNT
575
Security National Trust
West Virginia
$1K -$69 -1 -4%

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.