WAB icon

Wabtec
WAB

Overview Fund Activity

760 hedge funds and large institutions have $13.5B invested in Wabtec in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 236 increasing their positions, 274 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
-22
Holders Change %
-2.81%
% of All Funds
12.85%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
74
Increased
236
Reduced
274
Closed
86
Calls
$49.1M
Puts
$29.8M
Net Calls
+$19.2M
Net Calls Change
-$699K

Top Buyers

1
SCP
Soroban Capital Partners
New York
$117M
2
Select Equity Group
Select Equity Group
New York
$343M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$211M
4
Morgan Stanley
Morgan Stanley
New York
$101M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$417M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$435M
2
FCM
Farallon Capital Management
California
$327M
3
SI
Standard Investments
New York
$213M
4
Boston Partners
Boston Partners
Massachusetts
$238M
5
Pzena Investment Management
Pzena Investment Management
New York
$786M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
676
Financial Avengers
California
$1K – – –
DMKJ
677
David M. Knott Jr
$1K – – –
FCG
678
Financial Connections Group
California
$1K – – –
POIA
679
Pin Oak Investment Advisors
Texas
$1K – – –
TSWM
680
Tyler-Stone Wealth Management
Ohio
$1K – – –
BCMLT
681
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
LSA
682
Lansing Street Advisors
Pennsylvania
$1K – – –
MTIC
683
Missouri Trust & Investment Company
Missouri
$1K +$1K +1 New
JFA
684
JNBA Financial Advisors
Minnesota
$1K +$133 +2 +15%
OLVIG
685
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$200 +2 +25%
MFC
686
Mechanics Financial Corp
Ohio
$1K +$1K +4 New
AA
687
Ancora Advisors
Ohio
$1K +$357 +5 +56%
WWM
688
Wolff Wiese Magana
California
$1K +$625 +5 +167%
Jones Financial Companies
689
Jones Financial Companies
Missouri
$1K +$500 +6 +100%
GIS
690
Grayhawk Investment Strategies
Alberta, Canada
$1K +$1K +8 New
VWM
691
Valley Wealth Managers
New Jersey
$1K +$1K +8 New
FBC
692
Fairfield, Bush & Co
Connecticut
$1K +$1K +10 New
TC
693
Truvestments Capital
Florida
$1K +$1K +11 New
APW
694
Axim Planning & Wealth
Ohio
$1K +$1K +14 New
CWM
695
Castle Wealth Management
Florida
$1K +$1K +17 New
GFPC
696
Global Financial Private Client
Florida
$997 – – –
AIC
697
Archer Investment Corporation
Indiana
$903 – – –
SC
698
Stephens Consulting
Michigan
$821 – – –
FSWA
699
Financial Synergies Wealth Advisors
Texas
$657 +$657 +8 New
WWP
700
WR Wealth Planners
Missouri
$412 – – –
26 27
28
29 30