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Wabtec
WAB

Overview Fund Activity

801 hedge funds and large institutions have $18B invested in Wabtec in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 246 increasing their positions, 279 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
12.63%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
72
Increased
246
Reduced
279
Closed
69
Calls
$49.8M
Puts
$55.7M
Net Calls
-$5.92M
Net Calls Change
+$13.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$756M
2
Macquarie Group
Macquarie Group
Australia
$84.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.23B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.34B
5
FCM
Farallon Capital Management
California
$356M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$3.94M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$62.6M
3
JSP
Jackson Square Partners
California
$102M
4
Select Equity Group
Select Equity Group
New York
$725M
5
American Century Companies
American Century Companies
Missouri
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
651
Jackson Grant Investment Advisers
Connecticut
$2.85K – – –
EDRH
652
Edmond de Rothschild Holding
Switzerland
$2.74K – – –
OIA
653
Optimum Investment Advisors
Illinois
$2.74K – – –
FPF
654
First Pacific Financial
Washington
$2.74K +$2.74K +25 New
BC
655
Barrett & Company
Rhode Island
$2.65K -$110 -1 -4%
VWM
656
Venturi Wealth Management
Texas
$2.64K +$769 +7 +41%
SS
657
Sunbelt Securities
Texas
$2.63K +$329 +3 +14%
CFFP
658
Center for Financial Planning
Michigan
$2.52K – – –
AAG
659
Armstrong Advisory Group
Massachusetts
$2.52K +$548 +5 +28%
DI
660
Disciplined Investments
Oklahoma
$2.41K -$1.43K -13 -37%
MAWCM
661
Mine & Arao Wealth Creation & Management
California
$2.41K – – –
CSC
662
Caldwell Sutter Capital
California
$2.3K +$439 +4 +24%
LTI
663
Laffer Tengler Investments
Tennessee
$2.19K – – –
PMFA
664
Plante Moran Financial Advisors
Michigan
$2.19K – – –
HRC
665
Hoertkorn Richard Charles
$2.19K – – –
BWM
666
Baystate Wealth Management
Massachusetts
$2.13K – – –
NECFA
667
New England Capital Financial Advisors
Connecticut
$2.1K – – –
MFT
668
Moisand Fitzgerald Tamayo
Florida
$2.08K – – –
RI
669
Ridgewood Investments
New Jersey
$2.08K – – –
ME
670
McIlrath & Eck
Washington
$2.08K – – –
Kayne Anderson Rudnick Investment Management
671
Kayne Anderson Rudnick Investment Management
California
$2.08K +$2.08K +19 New
ADL
672
Asset Dedication LLC
California
$2K -$333 -3 -14%
HB
673
Horizon Bancorp
Indiana
$2K +$1.88K +16 +1,600%
WP
674
WealthPLAN Partners
Nebraska
$1.97K -$329 -3 -14%
CWC
675
Carolinas Wealth Consulting
North Carolina
$1.97K -$329 -3 -14%
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