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Wabtec
WAB

Overview Fund Activity

804 hedge funds and large institutions have $16.5B invested in Wabtec in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 245 increasing their positions, 278 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+16
Holders Change %
+2.03%
% of All Funds
12.87%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
97
Increased
245
Reduced
278
Closed
60
Calls
$39.3M
Puts
$59M
Net Calls
-$19.7M
Net Calls Change
-$9.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.19B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$519M
3
SSA
Schonfeld Strategic Advisors
New York
$43.8M
4
SAM
Scopus Asset Management
New York
$37.2M
5
Amundi
Amundi
France
$49.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$196M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$263M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$162M
4
Morgan Stanley
Morgan Stanley
New York
$287M
5
SI
Standard Investments
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
701
Mascoma Wealth Management
New Hampshire
$1.47K +$879 +9 +150%
ARS
702
Adirondack Retirement Specialists
New York
$1.46K – – –
AFS
703
Annapolis Financial Services
Maryland
$1.46K – – –
BWP
704
Baldwin Wealth Partners
Massachusetts
$1.42K – – –
FFL
705
Financial Freedom LLC
Ohio
$1.35K – – –
HCP
706
Hexagon Capital Partners
Arkansas
$1.31K -$101 -1 -7%
CT
707
Clearstead Trust
Maine
$1.31K – – –
BCMLT
708
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.31K -$101 -1 -7%
RA
709
Rise Advisors
New York
$1.24K – – –
LSA
710
Lansing Street Advisors
Pennsylvania
$1.22K – – –
TWP
711
TFO Wealth Partners
Ohio
$1.21K -$25.3K -250 -95%
CSPAM
712
Cary Street Partners Asset Management
Virginia
$1.21K -$1.62K -16 -57%
CIR
713
Clear Investment Research
Georgia
$1.21K – – –
GFPC
714
Global Financial Private Client
Florida
$1.21K – – –
PAG
715
Paladin Advisory Group
Iowa
$1.13K +$1.13K +11 New
WWP
716
WR Wealth Planners
Missouri
$1.12K +$608 +6 +120%
AIC
717
Archer Investment Corporation
Indiana
$1.11K – – –
BWAM
718
Boyd Watterson Asset Management
Ohio
$1.11K – – –
CCM
719
Chilton Capital Management
Texas
$1.11K +$1.11K +11 New
PP
720
Pacifica Partners
Canada
$1.06K – – –
SC
721
Stephens Consulting
Michigan
$1.01K – – –
SIS
722
Strategic Investment Solutions
Illinois
$1.01K +$1.01K +10 New
BFEC
723
Benjamin F. Edwards & Company
Missouri
$1K -$1.67K -10 -63%
DMKJ
724
David M. Knott Jr
$1K -$1K -6 -50%
POIA
725
Pin Oak Investment Advisors
Texas
$1K – – –
27 28
29
30 31