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Wabtec
WAB

Overview Fund Activity

801 hedge funds and large institutions have $18B invested in Wabtec in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 246 increasing their positions, 279 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
12.63%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
72
Increased
246
Reduced
279
Closed
69
Calls
$49.8M
Puts
$55.7M
Net Calls
-$5.92M
Net Calls Change
+$13.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$756M
2
Macquarie Group
Macquarie Group
Australia
$84.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.23B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.34B
5
FCM
Farallon Capital Management
California
$356M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$3.94M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$62.6M
3
JSP
Jackson Square Partners
California
$102M
4
Select Equity Group
Select Equity Group
New York
$725M
5
American Century Companies
American Century Companies
Missouri
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
701
Baldwin Wealth Partners
Massachusetts
$1.21K -$329 -3 -21%
BWAM
702
Boyd Watterson Asset Management
Ohio
$1.21K – – –
CFB
703
Cullen/Frost Bankers
Texas
$1.21K +$219 +2 +22%
PP
704
Pacifica Partners
Canada
$1.19K – – –
NFSG
705
Newbridge Financial Services Group
Florida
$1.1K -$769 -7 -41%
CFD
706
Creative Financial Designs
Indiana
$1.1K +$219 +2 +25%
FBC
707
Fairfield, Bush & Co
Connecticut
$1.1K +$1.1K +10 New
Lazard Asset Management
708
Lazard Asset Management
New York
$1K -$1.18K -13 -54%
DMKJ
709
David M. Knott Jr
$1K – – –
BFEC
710
Benjamin F. Edwards & Company
Missouri
$1K – – –
POIA
711
Pin Oak Investment Advisors
Texas
$1K – – –
SF
712
Safeguard Financial
Wisconsin
$1K +$1K +5 New
SIA
713
SkyView Investment Advisors
New Jersey
$1K +$538 +7 +117%
TSWM
714
Tyler-Stone Wealth Management
Ohio
$1K +$1K +8 New
AA
715
Ancora Advisors
Ohio
$990 – – –
AWM
716
Avior Wealth Management
Nebraska
$989 +$220 +2 +29%
TCM
717
Tradewinds Capital Management
Washington
$988 – – –
FA
718
Financial Avengers
California
$987 – – –
AssetMark Inc
719
AssetMark Inc
California
$987 – – –
IHWM
720
Iron Horse Wealth Management
Iowa
$987 – – –
CWP
721
Concord Wealth Partners
Virginia
$881 +$661 +6 +300%
SC
722
Stephens Consulting
Michigan
$878 -$220 -2 -20%
FSWA
723
Financial Synergies Wealth Advisors
Texas
$878 – – –
WWM
724
Wolff Wiese Magana
California
$878 – – –
ODG
725
O'Dell Group
Ohio
$878 +$878 +8 New
27 28
29
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