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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
SSB
626
Sandy Spring Bank
Maryland
$3.79K +$287 +3 +9%
IGWM
627
ICA Group Wealth Management
Colorado
$3.76K +$3.63K +38 New
TCM
628
TD Capital Management
Tennessee
$3.4K
PP
629
PFS Partners
New Jersey
$3.4K
MCM
630
Manchester Capital Management
Vermont
$3.39K
TFM
631
TFC Financial Management
Massachusetts
$3.39K
DI
632
Disciplined Investments
Oklahoma
$3.3K -$382 -4 -11%
SWA
633
Sutton Wealth Advisors
Florida
$3.19K
CT
634
Colonial Trust
South Carolina
$3.19K +$3.06K +32 New
APC
635
Aspire Private Capital
North Carolina
$3.09K
HPC
636
HM Payson & Co
Maine
$3.09K +$1.53K +16 +107%
GI
637
Gradient Investments
Minnesota
$3K -$287 -3 -9%
CFG
638
CKW Financial Group
Hawaii
$3K
JMF
639
Johnson Midwest Financial
Iowa
$3K
Lazard Asset Management
640
Lazard Asset Management
New York
$3K +$1.24K +13 +72%
CG
641
Cutler Group
California
$3K +$2.96K +31 New
Nomura Holdings
642
Nomura Holdings
Japan
$3K +$3.25K +34 New
LF
643
Lee Financial
Texas
$2.89K
RTL
644
Red Tortoise LLC
Georgia
$2.89K +$2.77K +29 New
CSPAM
645
Cary Street Partners Asset Management
Virginia
$2.79K
DSC
646
Duncker Streett & Co
Missouri
$2.79K
IFAM
647
Institutional & Family Asset Management
Colorado
$2.79K
TIM
648
Tortoise Investment Management
New York
$2.79K
CB
649
CNB Bank
Pennsylvania
$2.79K +$2.2K +23 +460%
KFS
650
Kelly Financial Services
Massachusetts
$2.75K

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.