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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
SIC
651
SJS Investment Consulting
Ohio
$2.69K +$765 +8 +42%
CFFP
652
Center for Financial Planning
Michigan
$2.6K -$1.05K -11 -30%
PMFA
653
Plante Moran Financial Advisors
Michigan
$2.6K +$573 +6 +30%
OIA
654
Optimum Investment Advisors
Illinois
$2.5K
BC
655
Barrett & Company
Rhode Island
$2.31K
MFT
656
Moisand Fitzgerald Tamayo
Florida
$2.3K
WOSD
657
WFA of San Diego
California
$2.3K +$2.2K +23 New
MAWCM
658
Mine & Arao Wealth Creation & Management
California
$2.2K -$191 -2 -8%
ACM
659
AUA Capital Management
Pennsylvania
$2.2K
LSA
660
Leonteq Securities AG
Switzerland
$2.1K
CWC
661
Carolinas Wealth Consulting
North Carolina
$2.1K +$1.15K +12 +133%
ADL
662
Asset Dedication LLC
California
$2K -$765 -8 -27%
BC
663
Bartlett & Co
Ohio
$2K
BWM
664
Baystate Wealth Management
Massachusetts
$2K
BEI
665
Benjamin Edwards Inc
Missouri
$2K
BG
666
Bollard Group
Massachusetts
$2K
KA
667
Kozak & Associates
Colorado
$2K
CLOS
668
Compagnie Lombard Odier SCmA
Switzerland
$2K +$96 +1 +3%
BFEC
669
Benjamin F. Edwards & Company
Missouri
$2K +$956 +10 +167%
CTB
670
Country Trust Bank
Illinois
$2K
HRC
671
Hoertkorn Richard Charles
$2K
LTI
672
Laffer Tengler Investments
Tennessee
$2K
NECFA
673
New England Capital Financial Advisors
Connecticut
$1.95K +$1.82K +19 New
CA
674
Clearstead Advisors
Ohio
$1.9K
BCWM
675
Bartlett & Co Wealth Management
Ohio
$1.8K

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.