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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 %
LWP
726
Lumature Wealth Partners
Georgia
$599 -$599 -6 -50%
CFD
727
Creative Financial Designs
Indiana
$599 -$200 -2 -25%
EL
728
EMFO LLC
Florida
$599 – – –
MWM
729
Mascoma Wealth Management
New Hampshire
$599 – – –
OSNBOA
730
Old Second National Bank of Aurora
Illinois
$599 +$599 +6 New
TWD
731
True Wealth Design
Ohio
$599 +$599 +6 New
KOCAA
732
Knights of Columbus Asset Advisors
Connecticut
$599 +$599 +6 New
IRAG
733
Investment Research & Advisory Group
Georgia
$599 +$599 +6 New
USCWA
734
U.S. Capital Wealth Advisors
Texas
$599 +$599 +6 New
RFA
735
Register Financial Advisors
Georgia
$599 +$599 +6 New
NF
736
Norwood Financial
Pennsylvania
$598 – – –
WWP
737
WR Wealth Planners
Missouri
$502 – – –
SSC
738
Syverson Strege & Co
Iowa
$502 – – –
AA
739
Addison Advisors
Vermont
$499 -$200 -2 -29%
WPWM
740
Western Pacific Wealth Management
Illinois
$499 – – –
SCA
741
Stonebridge Capital Advisors
Minnesota
$499 – – –
CMA
742
Cedar Mountain Advisors
Oregon
$499 – – –
TLCM
743
Twin Lakes Capital Management
California
$499 – – –
LWA
744
Lowe Wealth Advisors
Maryland
$499 +$200 +2 +67%
GIA
745
GHP Investment Advisors
Colorado
$409 – – –
HWMA
746
Heritage Wealth Management (Arizona)
Arizona
$399 -$7.28K -73 -95%
RDFA
747
Ritter Daniher Financial Advisory
Ohio
$399 -$299 -3 -43%
DWA
748
Dougherty Wealth Advisers
Minnesota
$399 – – –
RWPA
749
Richard W. Paul & Associates
Michigan
$399 +$399 +4 New
BWL
750
Bogart Wealth LLC
Virginia
$330 – – –
28 29
30
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