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Wabtec
WAB

Overview Fund Activity

876 hedge funds and large institutions have $21B invested in Wabtec in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 274 increasing their positions, 291 reducing their positions, and 61 closing their positions.

Holders
876
Holders Change
+68
Holders Change %
+8.42%
% of All Funds
12.84%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
139
Increased
274
Reduced
291
Closed
61
Calls
$51.6M
Puts
$33.1M
Net Calls
+$18.5M
Net Calls Change
-$3.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$765M
2
FCM
2
Farallon Capital Management
California
$500M
3
Citadel Advisors
3
Citadel Advisors
Florida
$79.4M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$64.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$111M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$578M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.24B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$353M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$2.2M
5
SCM
5
Sahana Capital Management
Connecticut
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
726
CKW Financial Group
Hawaii
$3K 27 -5 -16%
BG
727
Bollard Group
Massachusetts
$3K 20 – –
DSC
728
Duncker Streett & Co
Missouri
$2.92K 23 – –
CFFP
729
Center for Financial Planning
Michigan
$2.92K 23 – –
SS
730
Sunbelt Securities
Texas
$2.92K 23 +2 +10%
PMFA
731
Plante Moran Financial Advisors
Michigan
$2.92K 23 +3 +15%
MAWCM
732
Mine & Arao Wealth Creation & Management
California
$2.79K 22 – –
LTI
733
Laffer Tengler Investments
Tennessee
$2.54K 20 – –
CPG
734
Custom Portfolio Group
Colorado
$2.54K 20 +20 New
NECFA
735
New England Capital Financial Advisors
Connecticut
$2.44K 19 – –
PIM
736
Plato Investment Management
Australia
$2.41K 19 +19 New
VWM
737
Venturi Wealth Management
Texas
$2.29K 18 -7 -28%
NMG
738
New Millennium Group
Utah
$2.28K 18 -1 -5%
ME
739
McIlrath & Eck
Washington
$2.28K 18 – –
KWAG
740
Kiely Wealth Advisory Group
North Carolina
$2.21K 17 +17 New
FP
741
Financial Perspectives
Minnesota
$2.16K 17 – –
CSC
742
Caldwell Sutter Capital
California
$2.03K 16 -1 -6%
AP
743
Atwood & Palmer
Missouri
$2.03K 16 – –
ADL
744
Asset Dedication LLC
California
$2K 17 -1 -6%
JFA
745
JNBA Financial Advisors
Minnesota
$1.9K 15 – –
AA
746
Addison Advisors
Vermont
$1.9K 15 +8 +114%
DZ Bank
747
DZ Bank
Germany
$1.83K 15 +1 +7%
AFS
748
Annapolis Financial Services
Maryland
$1.83K 14 – –
PWA
749
Provenance Wealth Advisors
Florida
$1.78K 14 +1 +8%
FFL
750
Financial Freedom LLC
Ohio
$1.7K 13 – –
28 29
30
31 32