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Wabtec
WAB

Overview Fund Activity

788 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, 243 increasing their positions, 241 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
12.71%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
123
Increased
243
Reduced
241
Closed
60
Calls
$51M
Puts
$61.4M
Net Calls
-$10.3M
Net Calls Change
-$26.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$356M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$465M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$337M
4
Select Equity Group
Select Equity Group
New York
$732M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$182M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$517M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.05B
3
Pzena Investment Management
Pzena Investment Management
New York
$779M
4
SCP
Soroban Capital Partners
New York
$0
5
FCM
Farallon Capital Management
California
$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDIA
701
RE Dickinson Investment Advisors
Iowa
$1K -$125 -1 -11%
TSWM
702
Tyler-Stone Wealth Management
Ohio
$1K – – –
TSW
703
Thompson Siegel & Walmsley
Virginia
$1K – – –
AA
704
Ancora Advisors
Ohio
$1K – – –
TC
705
Trust Company
Kansas
$1K – – –
CIR
706
Clear Investment Research
Georgia
$1K – – –
DMKJ
707
David M. Knott Jr
$1K – – –
POIA
708
Pin Oak Investment Advisors
Texas
$1K – – –
IHWM
709
Iron Horse Wealth Management
Iowa
$1K +$400 +4 +67%
Jones Financial Companies
710
Jones Financial Companies
Missouri
$1K +$1K +9 New
HDIM
711
Hanson & Doremus Investment Management
Vermont
$1K +$1K +11 New
WBC
712
West Branch Capital
Massachusetts
$998 – – –
HNWAG
713
High Net Worth Advisory Group
Florida
$998 – – –
SC
714
Stephens Consulting
Michigan
$998 – – –
CFB
715
Cullen/Frost Bankers
Texas
$898 – – –
TCM
716
Tradewinds Capital Management
Washington
$898 – – –
FA
717
Financial Avengers
California
$898 – – –
TC
718
Truvestments Capital
Florida
$802 -$301 -3 -27%
FSWA
719
Financial Synergies Wealth Advisors
Texas
$799 – – –
GIS
720
Grayhawk Investment Strategies
Alberta, Canada
$798 – – –
WWM
721
Wolff Wiese Magana
California
$798 – – –
AWM
722
Avior Wealth Management
Nebraska
$700 – – –
CHA
723
Carmichael Hill & Associates
Maryland
$699 -$200 -2 -22%
ECM
724
Everence Capital Management
Indiana
$624 +$313 +3,140 +101%
MPCL
725
My Personal CFO LLC
Washington
$601 +$601 +6 New
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29
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