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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
BDWM
626
Brewin Dolphin Wealth Management
Ireland
$3.03K -$296 -4 -9%
IWA
627
Intercontinental Wealth Advisors
Texas
$3K -$1.78K -24 -43%
OC
628
Oakworth Capital
Alabama
$3K -$888 -12 -19%
FIB
629
First Interstate Bank
Montana
$3K -$370 -5 -10%
IFAM
630
Institutional & Family Asset Management
Colorado
$3K -$222 -3 -8%
PWP
631
Personal Wealth Partners
Minnesota
$3K -$148 -2 -5%
BWP
632
Baldwin Wealth Partners
Massachusetts
$3K
BG
633
Bollard Group
Massachusetts
$3K
CA
634
Centerpoint Advisors
Massachusetts
$3K
FNBOSM
635
First National Bank of South Miami
Florida
$3K
FWC
636
First Washington Corp
Washington
$3K
JWA
637
JFS Wealth Advisors
Pennsylvania
$3K
PWMG
638
Prestige Wealth Management Group
New Jersey
$3K
TCM
639
TD Capital Management
Tennessee
$3K
PCIA
640
Prime Capital Investment Advisors
Kansas
$3K +$148 +2 +6%
CB
641
Community Bank
New York
$3K +$2.22K +30 +375%
CFFP
642
Center for Financial Planning
Michigan
$3K +$2.44K +33 New
CI
643
Cordant Inc
Oregon
$3K +$2.81K +38 New
WLPWM
644
Walled Lake Planning & Wealth Management
Illinois
$3K +$3.26K +44 New
FP
645
Financial Perspectives
Minnesota
$2.26K +$2.15K +29 New
KFS
646
Kelly Financial Services
Massachusetts
$2.11K -$518 -7 -21%
HR
647
Howe & Rusling
New York
$2K -$22.3K -301 -94%
WC
648
Whitnell & Co
Illinois
$2K -$5.77K -78 -74%
MAM
649
Meeder Asset Management
Ohio
$2K -$5.03K -68 -69%
SNT
650
Security National Trust
West Virginia
$2K -$1.78K -24 -49%

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.