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Wabtec
WAB

Overview Fund Activity

809 hedge funds and large institutions have $17.4B invested in Wabtec in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 254 increasing their positions, 301 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+8
Holders Change %
+1%
% of All Funds
12.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
81
Increased
254
Reduced
301
Closed
58
Calls
$43.6M
Puts
$21.8M
Net Calls
+$21.8M
Net Calls Change
+$27.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$910M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$334M
3
JCM
Junto Capital Management
New York
$39.3M
4
Fidelity International
Fidelity International
Bermuda
$67.6M
5
Millennium Management
Millennium Management
New York
$38.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$609M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$1.74M
3
Invesco
Invesco
Georgia
$335M
4
Charles Schwab
Charles Schwab
California
$102M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
676
Institutional & Family Asset Management
Colorado
$2.98K – – –
CB
677
CNB Bank
Pennsylvania
$2.98K – – –
JGIA
678
Jackson Grant Investment Advisers
Connecticut
$2.76K – – –
VWM
679
Venturi Wealth Management
Texas
$2.66K +$106 +1 +4%
OIA
680
Optimum Investment Advisors
Illinois
$2.66K – – –
CFFP
681
Center for Financial Planning
Michigan
$2.45K – – –
DSC
682
Duncker Streett & Co
Missouri
$2.44K -$531 -5 -18%
AAG
683
Armstrong Advisory Group
Massachusetts
$2.34K -$106 -1 -4%
MAWCM
684
Mine & Arao Wealth Creation & Management
California
$2.34K – – –
BAAM
685
Baker Avenue Asset Management
California
$2.34K +$744 +7 +47%
SS
686
Sunbelt Securities
Texas
$2.23K -$319 -3 -13%
LTI
687
Laffer Tengler Investments
Tennessee
$2.13K – – –
PMFA
688
Plante Moran Financial Advisors
Michigan
$2.13K – – –
NECFA
689
New England Capital Financial Advisors
Connecticut
$2.04K – – –
MFT
690
Moisand Fitzgerald Tamayo
Florida
$2.02K – – –
Kayne Anderson Rudnick Investment Management
691
Kayne Anderson Rudnick Investment Management
California
$2.02K – – –
NMG
692
New Millennium Group
Utah
$2.02K +$106 +1 +6%
BG
693
Bollard Group
Massachusetts
$2K -$500 -5 -20%
HB
694
Horizon Bancorp
Indiana
$2K -$267 -2 -12%
ADL
695
Asset Dedication LLC
California
$2K – – –
ME
696
McIlrath & Eck
Washington
$1.91K -$106 -1 -5%
TWP
697
TFO Wealth Partners
Ohio
$1.86K +$548 +5 +42%
CSC
698
Caldwell Sutter Capital
California
$1.81K -$425 -4 -19%
FP
699
Financial Perspectives
Minnesota
$1.81K – – –
1832 Asset Management
700
1832 Asset Management
Ontario, Canada
$1.81K +$1.49K +14 +467%
26 27
28
29 30