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Wabtec
WAB

Overview Fund Activity

809 hedge funds and large institutions have $17.4B invested in Wabtec in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 254 increasing their positions, 301 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+8
Holders Change %
+1%
% of All Funds
12.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
81
Increased
254
Reduced
301
Closed
58
Calls
$43.6M
Puts
$21.8M
Net Calls
+$21.8M
Net Calls Change
+$27.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$910M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$334M
3
JCM
Junto Capital Management
New York
$39.3M
4
Fidelity International
Fidelity International
Bermuda
$67.6M
5
Millennium Management
Millennium Management
New York
$38.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$609M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$1.74M
3
Invesco
Invesco
Georgia
$335M
4
Charles Schwab
Charles Schwab
California
$102M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
701
Atwood & Palmer
Missouri
$1.7K – – –
BCMLT
702
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.64K – – –
JFA
703
JNBA Financial Advisors
Minnesota
$1.6K – – –
AFS
704
Annapolis Financial Services
Maryland
$1.53K – – –
CT
705
Clearstead Trust
Maine
$1.49K – – –
DZ Bank
706
DZ Bank
Germany
$1.48K – – –
FFL
707
Financial Freedom LLC
Ohio
$1.42K – – –
PWA
708
Provenance Wealth Advisors
Florida
$1.38K +$1.38K +13 New
RA
709
Rise Advisors
New York
$1.31K – – –
AA
710
Ancora Advisors
Ohio
$1.28K +$320 +3 +33%
GFL
711
Granite FO LLC
New Hampshire
$1.28K – – –
CIR
712
Clear Investment Research
Georgia
$1.28K – – –
GFPC
713
Global Financial Private Client
Florida
$1.26K – – –
CT
714
Colonial Trust
South Carolina
$1.17K -$1.91K -18 -62%
CFB
715
Cullen/Frost Bankers
Texas
$1.17K – – –
BWAM
716
Boyd Watterson Asset Management
Ohio
$1.17K – – –
CCM
717
Chilton Capital Management
Texas
$1.17K – – –
TCOV
718
Trust Company of Vermont
Vermont
$1.17K +$531 +5 +83%
PP
719
Pacifica Partners
Canada
$1.12K – – –
CWC
720
Carolinas Wealth Consulting
North Carolina
$1.11K -$708 -7 -39%
CFD
721
Creative Financial Designs
Indiana
$1.06K – – –
HWA
722
HHM Wealth Advisors
Tennessee
$1.06K +$425 +4 +67%
SIA
723
SkyView Investment Advisors
New Jersey
$1K – – –
BFEC
724
Benjamin F. Edwards & Company
Missouri
$1K – – –
POIA
725
Pin Oak Investment Advisors
Texas
$1K – – –
27 28
29
30 31