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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
AWM
576
Ameliora Wealth Management
Switzerland
$11.8K
MWM
577
MinichMacGregor Wealth Management
New York
$11.6K +$11.1K +116 New
TF
578
TimeScale Financial
Massachusetts
$11.5K +$96 +1 +0.7%
JWA
579
JFS Wealth Advisors
Pennsylvania
$11.5K -$287 -3 -3%
FRA
580
Front Row Advisors
California
$11K -$96 -1 -0.9%
LFA
581
Level Financial Advisors
New York
$11K
CPA
582
Cowen Prime Advisors
New York
$11K +$6.98K +73 +221%
GBT
583
Grove Bank & Trust
Florida
$11K +$10.4K +109 New
CM
584
Cercano Management
Washington
$10.7K +$10.2K +107 New
JWM
585
Janiczek Wealth Management
Colorado
$10.3K
HIA
586
Harbor Investment Advisory
Maryland
$10.1K
RFG
587
RFP Financial Group
Georgia
$9.98K +$9.56K +100 New
IRC
588
Investors Research Corp
Georgia
$9.88K
SIS
589
Sound Income Strategies
Florida
$9.69K -$573 -6 -6%
HWM
590
HighMark Wealth Management
Minnesota
$9.48K +$287 +3 +3%
CT
591
Caldwell Trust
Florida
$9.48K
BHWM
592
Beaird Harris Wealth Management
Texas
$9.48K +$4.3K +45 +90%
MCM
593
MV Capital Management
Maryland
$8.68K -$478 -5 -5%
GWM
594
Geneos Wealth Management
Colorado
$8.49K -$10.5K -110 -56%
HS
595
Horan Securities
United States
$8.32K
EARNEST Partners
596
EARNEST Partners
Georgia
$8.18K
LFG
597
Larson Financial Group
Missouri
$7.49K
SWM
598
Sugarloaf Wealth Management
Georgia
$7.09K -$765 -8 -10%
EWA
599
EverSource Wealth Advisors
Alabama
$7.09K +$956 +10 +16%
VNA
600
Valley National Advisers
Pennsylvania
$7K

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.