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Wabtec
WAB

Overview Fund Activity

782 hedge funds and large institutions have $15.9B invested in Wabtec in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 240 increasing their positions, 273 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.38%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
90
Increased
240
Reduced
273
Closed
76
Calls
$40.2M
Puts
$20.3M
Net Calls
+$19.9M
Net Calls Change
-$122M

Top Buyers

1
JSP
Jackson Square Partners
California
$206M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$450M
3
Select Equity Group
Select Equity Group
New York
$278M
4
JWBC
John W. Bristol & Co
New York
$50.9M
5
EVM
Eaton Vance Management
Massachusetts
$174M

Top Sellers

1
SCP
Soroban Capital Partners
New York
$0
2
FCM
Farallon Capital Management
California
$472M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$0
4
SSM
Sound Shore Management
Connecticut
$0
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
626
CKW Financial Group
Hawaii
$3K +$529 +6 +21%
CFFP
627
Center for Financial Planning
Michigan
$3K +$1.04K +9 +53%
HWMA
628
Heritage Wealth Management (Arizona)
Arizona
$3K +$3K +36 New
KFS
629
Kelly Financial Services
Massachusetts
$2.64K – – –
FP
630
Financial Perspectives
Minnesota
$2.4K – – –
BCWM
631
Bartlett & Co Wealth Management
Ohio
$2.4K +$2.4K +25 New
TFO
632
Tarbox Family Office
California
$2K -$4.32K -54 -68%
CWA
633
Clearview Wealth Advisors
Oregon
$2K -$4.19K -44 -68%
ADL
634
Asset Dedication LLC
California
$2K -$700 -7 -26%
BDWM
635
Brewin Dolphin Wealth Management
Ireland
$2K -$667 -7 -25%
FNBOSM
636
First National Bank of South Miami
Florida
$2K -$600 -6 -23%
MAWCM
637
Mine & Arao Wealth Creation & Management
California
$2K -$364 -4 -15%
PMFA
638
Plante Moran Financial Advisors
Michigan
$2K -$190 -2 -9%
BWM
639
Baystate Wealth Management
Massachusetts
$2K -$105 -1 -5%
ACM
640
AUA Capital Management
Pennsylvania
$2K – – –
AP
641
Atwood & Palmer
Missouri
$2K – – –
HRC
642
Hoertkorn Richard Charles
$2K – – –
SQA
643
Simon Quick Advisors
New Jersey
$2K – – –
ME
644
McIlrath & Eck
Washington
$2K – – –
BWA
645
BDO Wealth Advisors
Florida
$2K – – –
CAC
646
Core Alternative Capital
Georgia
$2K – – –
TFGT
647
TS Financial Group (TSFG)
Illinois
$2K – – –
COCM
648
Charter Oak Capital Management
New Hampshire
$2K – – –
DMKJ
649
David M. Knott Jr
$2K – – –
BG
650
Bollard Group
Massachusetts
$2K – – –
24 25
26
27 28