WAB icon

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 %
POIA
726
Pin Oak Investment Advisors
Texas
$1K – – –
TSWM
727
Tyler-Stone Wealth Management
Ohio
$1K – – –
Lazard Asset Management
728
Lazard Asset Management
New York
$1K +$313 +5 +45%
AW
729
Avion Wealth
Texas
$1K +$1K +15 New
KFS
730
Kelly Financial Services
Massachusetts
$969 -$2.05K -19 -68%
AWM
731
Avior Wealth Management
Nebraska
$958 – – –
TCM
732
Tradewinds Capital Management
Washington
$957 – – –
DFA
733
DHJJ Financial Advisors
Illinois
$957 +$957 +9 New
EDRH
734
Edmond de Rothschild Holding
Switzerland
$956 -$1.7K -16 -64%
AssetMark Inc
735
AssetMark Inc
California
$956 – – –
FA
736
Financial Avengers
California
$956 – – –
GWSG
737
GPS Wealth Strategies Group
Colorado
$851 – – –
SC
738
Stephens Consulting
Michigan
$851 – – –
WWM
739
Wolff Wiese Magana
California
$851 – – –
FSWA
740
Financial Synergies Wealth Advisors
Texas
$851 – – –
CHA
741
Carmichael Hill & Associates
Maryland
$851 +$106 +1 +14%
IHWM
742
Iron Horse Wealth Management
Iowa
$850 -$106 -1 -11%
AIC
743
Archer Investment Corporation
Indiana
$850 – – –
GIS
744
Grayhawk Investment Strategies
Alberta, Canada
$850 – – –
CCP
745
Carmel Capital Partners
California
$850 – – –
HL
746
HeadInvest LLC
Maine
$842 +$842 +8 New
Legacy Financial Group (Iowa)
747
Legacy Financial Group (Iowa)
Iowa
$745 +$745 +7 New
SCA
748
Stonebridge Capital Advisors
Minnesota
$744 -$638 -6 -46%
CWP
749
Concord Wealth Partners
Virginia
$744 -$106 -1 -13%
FWA
750
FSC Wealth Advisors
New York
$744 – – –
28 29
30
31 32