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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
KLWA
601
Kelly Lawrence W & Associates
California
$6.89K
SC
602
Schubert & Co
Texas
$6.69K -$573 -6 -8%
PSB
603
Piscataqua Savings Bank
New Hampshire
$6.68K
AWM
604
Accurate Wealth Management
Florida
$6.68K +$6.31K +66 New
NSIM
605
North Star Investment Management
Illinois
$6.29K
PWMG
606
Prestige Wealth Management Group
New Jersey
$6.19K +$2.48K +26 +72%
AIM
607
Anchor Investment Management
South Carolina
$6.09K
FMP
608
Financial Management Professionals
Texas
$6K
HCM
609
Highlander Capital Management
New Jersey
$6K
TWP
610
TFO Wealth Partners
Ohio
$5.92K +$25K +262 New
SWA
611
SOA Wealth Advisors
New York
$5.59K
OA
612
Operose Advisors
Wisconsin
$5.59K
KFI
613
Key Financial Inc
Pennsylvania
$5.45K
CB
614
Community Bank
New York
$4.89K +$4.68K +49 New
GTAM
615
Global Trust Asset Management
Florida
$4.79K
CSWM
616
Cassady Schiller Wealth Management
Ohio
$4.49K +$4.3K +45 New
SN
617
Sittner & Nelson
Oregon
$4.39K
BIA
618
Bell Investment Advisors
California
$4.29K +$478 +5 +13%
FFA
619
Farther Finance Advisors
California
$4.19K +$4.01K +42 New
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$4.19K
MA
621
MCF Advisors
Kentucky
$4.19K
CTC
622
Central Trust Company
Missouri
$4.09K -$1.43K -15 -27%
CA
623
Centerpoint Advisors
Massachusetts
$4K
TFGT
624
TS Financial Group (TSFG)
Illinois
$4K
PFSC
625
Peoples Financial Services Corp
Pennsylvania
$3.89K -$287 -3 -7%

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.