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Wabtec
WAB

Overview Fund Activity

969 hedge funds and large institutions have $27.8B invested in Wabtec in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 302 increasing their positions, 363 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
–
Holders Change %
0%
% of All Funds
14.02%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
110
Increased
302
Reduced
363
Closed
98
Calls
$69.6M
Puts
$97.8M
Net Calls
-$28.2M
Net Calls Change
-$178M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.26B
2
Invesco
Invesco
Georgia
$816M
3
VCP
Varenne Capital Partners
France
$79.9M
4
BlackRock
BlackRock
New York
$2.81B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$688M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$573M
4
Morgan Stanley
Morgan Stanley
New York
$471M
5
Macquarie Group
Macquarie Group
Australia
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
601
nVerses Capital
Florida
$291K +$291K +1,600 New
WBC
602
Westpac Banking Corp
Australia
$290K +$184K +1,012 +174%
VFA
603
Valeo Financial Advisors
Indiana
$287K -$4.38K -76 -2%
PP
604
PDS Planning
Ohio
$287K +$1.82K +10 +0.6%
PPWP
605
Premier Path Wealth Partners
New Jersey
$283K +$545 +3 +0.2%
PWPS
606
Pinnacle Wealth Planning Services
Ohio
$279K +$3.82K +21 +1%
CWS
607
Confluence Wealth Services
Pennsylvania
$279K -$72.5K -399 -21%
BRWA
608
B. Riley Wealth Advisors
Florida
$277K -$15.4K -85 -5%
VI
609
Versor Investments
New York
$273K -$1.16M -6,381 -81%
NP
610
NorthRock Partners
Minnesota
$273K -$2.91K -16 -1%
GRP
611
Global Retirement Partners
California
$271K +$3.45K +19 +1%
AFG
612
Atomi Financial Group
New York
$270K +$18.5K +102 +7%
NB
613
NBT Bank
New York
$269K +$18.2K +100 +7%
WA
614
Wealth Alliance
New York
$268K -$6.73K -37 -2%
DADC
615
D.A. Davidson & Co
Montana
$266K +$1.82K +10 +0.7%
FHA
616
First Horizon Advisors
Tennessee
$266K +$25.1K +138 +10%
CIS
617
Continental Investors Services
Washington
$265K +$363 +2 +0.1%
NIM
618
Northeast Investment Management
Massachusetts
$264K -$25.1K -138 -9%
HKIMG
619
Hutchens & Kramer Investment Management Group
Indiana
$262K -$45.5K -251 -15%
CAM
620
Claret Asset Management
Quebec, Canada
$256K +$1.09K +6 +0.4%
GDP
621
Great Diamond Partners
Maine
$253K -$101K -553 -28%
FFO
622
Fiduciary Family Office
Florida
$248K – – –
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
$248K – – –
TCA
624
Transcend Capital Advisors
New Jersey
$246K +$4K +22 +2%
FHA
625
Flagship Harbor Advisors
Massachusetts
$246K +$246K +1,355 New
23 24
25
26 27