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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
KPW
576
Kore Private Wealth
New York
$9K +$8.59K +116 New
HIA
577
Harbor Investment Advisory
Maryland
$9K +$8.88K +120 New
SIC
578
Salem Investment Counselors
North Carolina
$8K -$4.66K -63 -38%
SLF
579
Sun Life Financial
Ontario, Canada
$8K -$3.11K -42 -28%
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$8K -$2.66K -36 -26%
TL
581
TrueWealth LLC
Georgia
$8K -$444 -6 -6%
PB
582
Pinnacle Bancorp
Nebraska
$8K -$370 -5 -5%
BSPF
583
British Steel Pension Fund
United Kingdom
$8K
TFO
584
Tarbox Family Office
California
$8K +$2K +27 +39%
DOA
585
D'Orazio & Associates
Virginia
$7K -$148 -2 -2%
BFC
586
Bedel Financial Consulting
Indiana
$7K
CDIA
587
Capital Directions Investment Advisors
Georgia
$7K
FPFS
588
First Personal Financial Services
North Carolina
$7K
HCM
589
Highlander Capital Management
New Jersey
$7K
SIS
590
Sound Income Strategies
Florida
$7K
PMFA
591
Plante Moran Financial Advisors
Michigan
$7K +$1.33K +18 +24%
SFFS
592
Stonehage Fleming Financial Services
Jersey
$7K +$6.29K +85 New
Parallax Volatility Advisers
593
Parallax Volatility Advisers
California
$7K +$6.96K +94 New
HDIM
594
Hanson & Doremus Investment Management
Vermont
$6K -$6.96K -94 -53%
FANJ
595
Financial Architects (New Jersey)
New Jersey
$6K -$2.74K -37 -32%
ADL
596
Asset Dedication LLC
California
$6K -$666 -9 -10%
FFC
597
First Financial Corp
Indiana
$6K -$148 -2 -2%
EARNEST Partners
598
EARNEST Partners
Georgia
$6K
LWM
599
Liberty Wealth Management
California
$6K +$222 +3 +4%
GWS
600
Glassman Wealth Services
Virginia
$6K +$1.04K +14 +23%

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.