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Wabtec
WAB

Overview Fund Activity

782 hedge funds and large institutions have $15.9B invested in Wabtec in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 240 increasing their positions, 273 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.38%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
90
Increased
240
Reduced
273
Closed
76
Calls
$40.2M
Puts
$20.3M
Net Calls
+$19.9M
Net Calls Change
-$122M

Top Buyers

1
JSP
Jackson Square Partners
California
$206M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$450M
3
Select Equity Group
Select Equity Group
New York
$278M
4
JWBC
John W. Bristol & Co
New York
$50.9M
5
EVM
Eaton Vance Management
Massachusetts
$174M

Top Sellers

1
SCP
Soroban Capital Partners
New York
$0
2
FCM
Farallon Capital Management
California
$472M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$0
4
SSM
Sound Shore Management
Connecticut
$0
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
701
Knights of Columbus Asset Advisors
Connecticut
$1K – – –
AWM
702
Accel Wealth Management
Iowa
$1K +$83 +1 +9%
IHWM
703
Iron Horse Wealth Management
Iowa
$1K +$91 +1 +10%
SCA
704
Sandy Cove Advisors
Massachusetts
$1K +$375 +3 +60%
CB
705
CNB Bank
Pennsylvania
$1K +$375 +3 +60%
RDFA
706
Ritter Daniher Financial Advisory
Ohio
$1K +$417 +5 +71%
MWM
707
Mascoma Wealth Management
New Hampshire
$1K +$455 +5 +83%
JPLA
708
Joseph P. Lucia & Associates
New York
$1K +$1K +6 New
FCB
709
First Command Bank
Texas
$1K +$1K +6 New
PCOC
710
Power Corp of Canada
Canada
$1K +$1K +8 New
OLVIG
711
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1K +8 New
EW
712
Evoke Wealth
California
$1K +$1K +8 New
APF
713
Alaska Permanent Fund
Alaska
$1K +$1K +9 New
M
714
MOTCO
Texas
$1K +$1K +11 New
PAG
715
Paladin Advisory Group
Iowa
$1K +$1K +11 New
LSA
716
Lansing Street Advisors
Pennsylvania
$1K +$1K +12 New
GWMIA
717
Global Wealth Management Investment Advisory
Florida
$1K +$1K +13 New
BCMLT
718
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1K +19 New
AIC
719
Archer Investment Corporation
Indiana
$986 – – –
SC
720
Stephens Consulting
Michigan
$962 – – –
MG
721
MilWealth Group
Wisconsin
$674 -$963 -10 -59%
WWP
722
WR Wealth Planners
Missouri
$482 +$482 +5 New
WIM
723
Westside Investment Management
California
$4 – – –
SCP
724
Soroban Capital Partners
New York
– -$198M -2,145,863 Closed
ATO
725
Alecta Tjanstepension Omsesidigt
Sweden
– -$89.5M -975,000 Closed
27 28
29
30 31