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792 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, 244 increasing their positions, 241 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 60

18% more capital invested

Capital invested by funds: $13.9B → $16.3B (+$2.45B)

7% more funds holding

Funds holding: 740792 (+52)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.46% less ownership

Funds ownership: 93.28%91.82% (-1.5%)

17% less call options, than puts

Call options by funds: $51M | Put options by funds: $61.4M

Holders
792
Holders Change
+52
Holders Change %
+7.03%
% of All Funds
12.73%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
123
Increased
244
Reduced
241
Closed
60
Calls
$51M
Puts
$61.4M
Net Calls
-$10.3M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
726
Everence Capital Management
Indiana
$624 +$300K +3,140 +101%
MPCL
727
My Personal CFO LLC
Washington
$601 +$573 +6 New
LWP
728
Lumature Wealth Partners
Georgia
$599 -$573 -6 -50%
CFD
729
Creative Financial Designs
Indiana
$599 -$191 -2 -25%
EL
730
EMFO LLC
Florida
$599
MWM
731
Mascoma Wealth Management
New Hampshire
$599
IRAG
732
Investment Research & Advisory Group
Georgia
$599 +$573 +6 New
KOCAA
733
Knights of Columbus Asset Advisors
Connecticut
$599 +$573 +6 New
OSNBOA
734
Old Second National Bank of Aurora
Illinois
$599 +$573 +6 New
RFA
735
Register Financial Advisors
Georgia
$599 +$573 +6 New
TWD
736
True Wealth Design
Ohio
$599 +$573 +6 New
USCWA
737
U.S. Capital Wealth Advisors
Texas
$599 +$573 +6 New
NF
738
Norwood Financial
Pennsylvania
$598
SSC
739
Syverson Strege & Co
Iowa
$502
WWP
740
WR Wealth Planners
Missouri
$502
AA
741
Addison Advisors
Vermont
$499 -$191 -2 -29%
CMA
742
Cedar Mountain Advisors
Oregon
$499
SCA
743
Stonebridge Capital Advisors
Minnesota
$499
TLCM
744
Twin Lakes Capital Management
California
$499
WPWM
745
Western Pacific Wealth Management
Illinois
$499
LWA
746
Lowe Wealth Advisors
Maryland
$499 +$191 +2 +67%
GIA
747
GHP Investment Advisors
Colorado
$409
HWMA
748
Heritage Wealth Management (Arizona)
Arizona
$399 -$6.98K -73 -95%
RDFA
749
Ritter Daniher Financial Advisory
Ohio
$399 -$287 -3 -43%
DWA
750
Dougherty Wealth Advisers
Minnesota
$399

WAB Hedge Fund Activity: Q4 2022 in Review

792 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q4 2022, worth a combined $16.3B — up 18% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new WAB positions and 60 closed out — a net gain of 63 holders — while 244 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was Janus Henderson Group, cutting an estimated $470M.

  • 792 institutional investors held Wabtec (WAB) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $16.3B of Wabtec stock for Q4 2022, up 18% quarter-over-quarter.
  • 123 funds opened new Wabtec positions in Q4 2022 and 60 closed out, a net change of +63 holders.
  • The largest Wabtec buyer in Q4 2022 was Morgan Stanley, an estimated $217M added.
  • The largest Wabtec seller in Q4 2022 was Janus Henderson Group, an estimated $470M sold.

Based on aggregated 13F filings for Q4 2022.