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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
FCM
601
Firestone Capital Management
Florida
$6K +$5.85K +79 New
PA
602
Procyon Advisors
Connecticut
$6K +$5.85K +79 New
RG
603
Retirement Group
California
$6K +$5.85K +79 New
VCM
604
Vigilant Capital Management
Maine
$6K +$5.85K +79 New
AA
605
Advisory Alpha
Michigan
$5.25K -$666 -9 -12%
GI
606
Gradient Investments
Minnesota
$5K -$74 -1 -2%
CFN
607
Cordasco Financial Network
Florida
$5K
CPA
608
Cowen Prime Advisors
New York
$5K
PCA
609
Providence Capital Advisors
North Carolina
$5K
CWP
610
CFM Wealth Partners
Texas
$5K +$4.37K +59 New
ED
611
Exane Derivatives
France
$4.86K +$4.59K +62 New
CT
612
Caldwell Trust
Florida
$4.36K +$4.14K +56 New
AWA
613
Arkadios Wealth Advisors
Georgia
$4.19K +$4K +54 New
EIP
614
Ellis Investment Partners
Pennsylvania
$4K -$15.4K -208 -77%
ARMC
615
American Research & Management Company
Massachusetts
$4K -$2.44K -33 -42%
EWA
616
Evolution Wealth Advisors
Florida
$4K -$962 -13 -20%
OIA
617
Optimum Investment Advisors
Illinois
$4K -$444 -6 -10%
FCA
618
FinTrust Capital Advisors
South Carolina
$4K
TFGT
619
TS Financial Group (TSFG)
Illinois
$4K
CA
620
Crewe Advisors
Utah
$4K +$148 +2 +4%
JSC
621
Jackson Square Capital
California
$4K +$3.4K +46 New
SSWG
622
Seven Springs Wealth Group
Tennessee
$4K +$3.48K +47 New
WFMPM
623
Woodley Farra Manion Portfolio Management
Indiana
$4K +$4.07K +55 New
GEA
624
Glen Eagle Advisors
New Jersey
$3.35K +$666 +9 +26%
CHAM
625
Clear Harbor Asset Management
Connecticut
$3.11K +$2.96K +40 New

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.