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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
HI
651
Hudock Inc
Pennsylvania
$2K -$1.48K -20 -44%
AIS
652
Accurate Investment Solutions
Pennsylvania
$2K -$444 -6 -22%
MCM
653
MV Capital Management
Maryland
$2K -$296 -4 -15%
HCA
654
Horan Capital Advisors
Ohio
$2K -$148 -2 -8%
LC
655
Lindbrook Capital
California
$2K -$74 -1 -3%
APC
656
Aspire Private Capital
North Carolina
$2K
CFG
657
CKW Financial Group
Hawaii
$2K
FMB
658
Field & Main Bank
Kentucky
$2K
FMP
659
Financial Management Professionals
Texas
$2K
JFA
660
JNBA Financial Advisors
Minnesota
$2K
MA
661
MCF Advisors
Kentucky
$2K
MRCM
662
M&R Capital Management
New Jersey
$2K
RWG
663
Regal Wealth Group
California
$2K
SA
664
SRH Advisors
Kansas
$2K
TCCM
665
Timber Creek Capital Management
Massachusetts
$2K
ME
666
McIlrath & Eck
Washington
$2K +$74 +1 +4%
BWM
667
Baystate Wealth Management
Massachusetts
$2K +$296 +4 +25%
MCM
668
Manchester Capital Management
Vermont
$2K +$592 +8 +35%
IWP
669
IAG Wealth Partners
Wisconsin
$2K +$1.11K +15 New
CHA
670
Carmichael Hill & Associates
Maryland
$2K +$1.48K +20 New
SAM
671
S.A. Mason
Michigan
$2K +$1.55K +21 New
WCM
672
Wealthcare Capital Management
Virginia
$2K +$1.63K +22 +1,100%
DTIM
673
Danda Trouve Investment Management
Kansas
$2K +$1.92K +26 New
EWM
674
EPG Wealth Management
Georgia
$2K +$1.92K +26 New
AA
675
Argent Advisors
Louisiana
$2K +$2.37K +32 New

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.