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Wabtec
WAB

Overview Fund Activity

788 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, 243 increasing their positions, 241 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
12.71%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
123
Increased
243
Reduced
241
Closed
60
Calls
$51M
Puts
$61.4M
Net Calls
-$10.3M
Net Calls Change
-$26.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$356M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$465M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$337M
4
Select Equity Group
Select Equity Group
New York
$732M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$182M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$517M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.05B
3
Pzena Investment Management
Pzena Investment Management
New York
$779M
4
SCP
Soroban Capital Partners
New York
$0
5
FCM
Farallon Capital Management
California
$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
626
TD Capital Management
Tennessee
$3.4K – – –
PP
627
PFS Partners
New Jersey
$3.4K – – –
MCM
628
Manchester Capital Management
Vermont
$3.39K – – –
TFM
629
TFC Financial Management
Massachusetts
$3.39K – – –
DI
630
Disciplined Investments
Oklahoma
$3.3K -$400 -4 -11%
SWA
631
Sutton Wealth Advisors
Florida
$3.19K – – –
CT
632
Colonial Trust
South Carolina
$3.19K +$3.19K +32 New
APC
633
Aspire Private Capital
North Carolina
$3.09K – – –
HPC
634
HM Payson & Co
Maine
$3.09K +$1.6K +16 +107%
GI
635
Gradient Investments
Minnesota
$3K -$300 -3 -9%
CFG
636
CKW Financial Group
Hawaii
$3K – – –
JMF
637
Johnson Midwest Financial
Iowa
$3K – – –
Lazard Asset Management
638
Lazard Asset Management
New York
$3K +$1.26K +13 +72%
CG
639
Cutler Group
California
$3K +$3K +31 New
Nomura Holdings
640
Nomura Holdings
Japan
$3K +$3K +34 New
LF
641
Lee Financial
Texas
$2.89K – – –
RTL
642
Red Tortoise LLC
Georgia
$2.89K +$2.89K +29 New
CSPAM
643
Cary Street Partners Asset Management
Virginia
$2.8K – – –
DSC
644
Duncker Streett & Co
Missouri
$2.8K – – –
TIM
645
Tortoise Investment Management
New York
$2.8K – – –
IFAM
646
Institutional & Family Asset Management
Colorado
$2.8K – – –
CB
647
CNB Bank
Pennsylvania
$2.8K +$2.3K +23 +460%
KFS
648
Kelly Financial Services
Massachusetts
$2.75K – – –
SIC
649
SJS Investment Consulting
Ohio
$2.7K +$799 +8 +42%
CFFP
650
Center for Financial Planning
Michigan
$2.6K -$1.1K -11 -30%
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