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Wabtec
WAB

Overview Fund Activity

779 hedge funds and large institutions have $15.6B invested in Wabtec in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 221 increasing their positions, 253 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+62
Holders Change %
+8.65%
% of All Funds
12.03%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
147
Increased
221
Reduced
253
Closed
71
Calls
$176M
Puts
$33.9M
Net Calls
+$142M
Net Calls Change
+$152M

Top Buyers

1
SI
Standard Investments
New York
$332M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.1B
3
MAMU
Marathon Asset Management (UK)
United Kingdom
$62.5M
4
EVM
Eaton Vance Management
Massachusetts
$122M
5
Brown Advisory
Brown Advisory
Maryland
$65.6M

Top Sellers

1
SIG
Senator Investment Group
New York
$0
2
SCM
Sahana Capital Management
Connecticut
$195M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$89.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$207M
5
FPA
First Pacific Advisors
California
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHIA
626
Andrew Hill Investment Advisors
Florida
$3K +$3K +43 New
SWA
627
Sutton Wealth Advisors
Florida
$2.58K – – –
KFS
628
Kelly Financial Services
Massachusetts
$2.53K – – –
FP
629
Financial Perspectives
Minnesota
$2.3K – – –
CB
630
Community Bank
New York
$2K -$2.74K -26 -58%
PMFA
631
Plante Moran Financial Advisors
Michigan
$2K -$1.13K -13 -36%
SQA
632
Simon Quick Advisors
New Jersey
$2K -$1.1K -11 -35%
ADL
633
Asset Dedication LLC
California
$2K -$667 -9 -25%
HCP
634
Hexagon Capital Partners
Arkansas
$2K -$308 -4 -13%
CFFP
635
Center for Financial Planning
Michigan
$2K -$118 -1 -6%
CI Investments Inc
636
CI Investments Inc
Ontario, Canada
$2K – – –
HRC
637
Hoertkorn Richard Charles
$2K – – –
ACM
638
AUA Capital Management
Pennsylvania
$2K – – –
FNBOSM
639
First National Bank of South Miami
Florida
$2K – – –
TFGT
640
TS Financial Group (TSFG)
Illinois
$2K – – –
COCM
641
Charter Oak Capital Management
New Hampshire
$2K – – –
AFS
642
Annapolis Financial Services
Maryland
$2K – – –
BG
643
Bollard Group
Massachusetts
$2K – – –
ME
644
McIlrath & Eck
Washington
$2K – – –
BWM
645
Baystate Wealth Management
Massachusetts
$2K +$100 +1 +5%
RFA
646
Reilly Financial Advisors
California
$2K +$91 +1 +5%
OIA
647
Optimum Investment Advisors
Illinois
$2K +$74 +1 +4%
FEG
648
Financial Enhancement Group
Indiana
$2K +$471 +4 +31%
BWA
649
BDO Wealth Advisors
Florida
$2K +$941 +8 +89%
MAWCM
650
Mine & Arao Wealth Creation & Management
California
$2K +$615 +8 +44%
24 25
26
27 28