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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
HCA
676
Heck Capital Advisors
Wisconsin
$1.63K
SWA
677
Sutton Wealth Advisors
Florida
$1.25K -$148 -2 -11%
GFPC
678
Global Financial Private Client
Florida
$1.25K +$1.18K +16 New
AP
679
Atwood & Palmer
Missouri
$1K -$4.51K -61 -79%
PO
680
Private Ocean
California
$1K -$3.85K -52 -83%
IAS
681
IMA Advisory Services
Colorado
$1K -$3.55K -48 -87%
AWM
682
Avior Wealth Management
Nebraska
$1K -$1.85K -25 -64%
JPLA
683
Joseph P. Lucia & Associates
New York
$1K -$1.7K -23 -72%
RIA
684
RPG Investment Advisory
California
$1K -$1.7K -23 -68%
PCFFS
685
Pacific Center for Financial Services
California
$1K -$1.26K -17 -49%
FBT
686
First Bank & Trust
South Dakota
$1K -$1.04K -14 -58%
LGWM
687
Litman Gregory Wealth Management
California
$1K -$962 -13 -52%
LFG
688
Larson Financial Group
Missouri
$1K -$666 -9 -50%
MSFP
689
Mark Sheptoff Financial Planning
Connecticut
$1K -$370 -5 -21%
POIA
690
Pin Oak Investment Advisors
Texas
$1K -$370 -5 -42%
SFSIG
691
San Francisco Sentry Investment Group
California
$1K -$222 -3 -21%
SIAP
692
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K -$148 -2 -11%
TIM
693
Tortoise Investment Management
New York
$1K -$74 -1 -13%
AIC
694
Archer Investment Corporation
Indiana
$1K
AJ
695
Ashburton (Jersey)
Jersey
$1K
BL
696
Balentine LLC
Georgia
$1K
BWL
697
Bogart Wealth LLC
Virginia
$1K
DMK
698
David M. Knott
$1K
FMTCOCP
699
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
FEG
700
Financial Enhancement Group
Indiana
$1K

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.