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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
HIIFS
701
Harel Insurance Investments & Financial Services
Israel
$1K
HCM
702
Horrell Capital Management
Arkansas
$1K
IF
703
Ironwood Financial
Arizona
$1K
MWC
704
MBM Wealth Consultants
Missouri
$1K
MFT
705
Moisand Fitzgerald Tamayo
Florida
$1K
NEAM
706
New England Asset Management
Connecticut
$1K
PW
707
Price Wealth
Texas
$1K
RAM
708
Riggs Asset Management
Pennsylvania
$1K
RBC
709
Roble Belko & Company
Pennsylvania
$1K
GWMIA
710
Global Wealth Management Investment Advisory
Florida
$1K +$148 +2 +15%
ETI
711
Enterprise Trust & Investment
California
$1K +$222 +3 New
1NWS
712
1 North Wealth Services
Maryland
$1K +$370 +5 +125%
CAL
713
Capital Advisors Ltd
Ohio
$1K +$444 +6 +600%
NC
714
NewSquare Capital
Pennsylvania
$1K +$592 +8 New
TT
715
TI-Trust
Illinois
$1K +$740 +10 New
PP
716
Pacifica Partners
Canada
$1K +$814 +11 New
BCI
717
Brinker Capital Investments
Pennsylvania
$1K +$888 +12 New
EWM
718
Edge Wealth Management
New York
$1K +$1.04K +14 +700%
HWM
719
Howard Wealth Management
Connecticut
$1K +$1.18K +16 New
SIC
720
Samalin Investment Counsel
New York
$1K +$1.18K +16 New
MAWCM
721
Mine & Arao Wealth Creation & Management
California
$1K +$1.33K +18 New
FWM
722
Filbrandt Wealth Management
Wisconsin
$1K +$1.41K +19 New
FWM
723
FSA Wealth Management
Massachusetts
$1K +$1.41K +19 New
SMFS
724
Squar Milner Financial Services
California
$1K +$1.48K +20 New
TA
725
TFG Advisers
Michigan
$1K +$1.7K +23 New

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.