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792 hedge funds and large institutions have $16.3B invested in Wabtec in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 244 increasing their positions, 241 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 60

18% more capital invested

Capital invested by funds: $13.9B → $16.3B (+$2.45B)

7% more funds holding

Funds holding: 740792 (+52)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.46% less ownership

Funds ownership: 93.28%91.82% (-1.5%)

17% less call options, than puts

Call options by funds: $51M | Put options by funds: $61.4M

Holders
792
Holders Change
+52
Holders Change %
+7.03%
% of All Funds
12.73%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
123
Increased
244
Reduced
241
Closed
60
Calls
$51M
Puts
$61.4M
Net Calls
-$10.3M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Accel Wealth Management
Iowa
$1K
CT
702
Clearstead Trust
Maine
$1K -$956 -10 -43%
RDIA
703
RE Dickinson Investment Advisors
Iowa
$1K -$96 -1 -11%
AA
704
Ancora Advisors
Ohio
$1K
CIR
705
Clear Investment Research
Georgia
$1K
DMKJ
706
David M. Knott Jr
$1K
POIA
707
Pin Oak Investment Advisors
Texas
$1K
TSW
708
Thompson Siegel & Walmsley
Virginia
$1K
TC
709
Trust Company
Kansas
$1K
TSWM
710
Tyler-Stone Wealth Management
Ohio
$1K
IHWM
711
Iron Horse Wealth Management
Iowa
$1K +$382 +4 +67%
Jones Financial Companies
712
Jones Financial Companies
Missouri
$1K +$860 +9 New
HDIM
713
Hanson & Doremus Investment Management
Vermont
$1K +$1.05K +11 New
HNWAG
714
High Net Worth Advisory Group
Florida
$998
SC
715
Stephens Consulting
Michigan
$998
WBC
716
West Branch Capital
Massachusetts
$998
CFB
717
Cullen/Frost Bankers
Texas
$898
FA
718
Financial Avengers
California
$898
TCM
719
Tradewinds Capital Management
Washington
$898
TC
720
Truvestments Capital
Florida
$802 -$287 -3 -27%
FSWA
721
Financial Synergies Wealth Advisors
Texas
$799
GIS
722
Grayhawk Investment Strategies
Alberta, Canada
$798
WWM
723
Wolff Wiese Magana
California
$798
AWM
724
Avior Wealth Management
Nebraska
$700
CHA
725
Carmichael Hill & Associates
Maryland
$699 -$191 -2 -22%

WAB Hedge Fund Activity: Q4 2022 in Review

792 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q4 2022, worth a combined $16.3B — up 18% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new WAB positions and 60 closed out — a net gain of 63 holders — while 244 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was Janus Henderson Group, cutting an estimated $470M.

  • 792 institutional investors held Wabtec (WAB) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $16.3B of Wabtec stock for Q4 2022, up 18% quarter-over-quarter.
  • 123 funds opened new Wabtec positions in Q4 2022 and 60 closed out, a net change of +63 holders.
  • The largest Wabtec buyer in Q4 2022 was Morgan Stanley, an estimated $217M added.
  • The largest Wabtec seller in Q4 2022 was Janus Henderson Group, an estimated $470M sold.

Based on aggregated 13F filings for Q4 2022.