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Wabtec
WAB

923 hedge funds and large institutions have $23.6B invested in Wabtec in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 293 increasing their positions, 331 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

12% more capital invested

Capital invested by funds: $21.1B → $23.6B (+$2.48B)

4% more funds holding

Funds holding: 884 → 923 (+39)

9% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $52.5M

1.28% less ownership

Funds ownership: 92.77% → 91.49% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 331

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

Holders
923
Holders Change
+39
Holders Change %
+4.41%
% of All Funds
13.3%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
105
Increased
293
Reduced
331
Closed
55
Calls
$57.2M
Puts
$52.5M
Net Calls
+$4.65M
Net Calls Change
-$13.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$326M
2
Fidelity International
Fidelity International
Bermuda
+$118M
3
JP Morgan Chase
JP Morgan Chase
New York
+$112M
4
Artisan Partners
Artisan Partners
Wisconsin
+$110M
5
Two Sigma Investments
Two Sigma Investments
New York
+$73.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$434M
2
Pzena Investment Management
Pzena Investment Management
New York
-$366M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$277M
4
FCM
Farallon Capital Management
California
-$133M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
726
Valley National Advisers
Pennsylvania
$8K -$4.74K -35 -38%
BCV
727
Banque Cantonale Vaudoise
Switzerland
$8K – – –
ECM
728
Estabrook Capital Management
New York
$7.72K – – –
MAM
729
Magellan Asset Management
Australia
$7.58K – – –
RTL
730
Red Tortoise LLC
Georgia
$7.58K – – –
BHWM
731
Beaird Harris Wealth Management
Texas
$7.28K – – –
CA
732
Centerpoint Advisors
Massachusetts
$7K – – –
KFI
733
Key Financial Inc
Pennsylvania
$6.99K – – –
TIM
734
Tortoise Investment Management
New York
$6.56K +$2.3K +17 +61%
VWM
735
Venturi Wealth Management
Texas
$6.41K +$3.52K +26 +144%
SL
736
Salomon & Ludwin
Virginia
$6.41K -$406 -3 -6%
BGAI
737
Bruce G. Allen Investments
Colorado
$6.41K – – –
CSWM
738
Cassady Schiller Wealth Management
Ohio
$6.41K – – –
GTAM
739
Global Trust Asset Management
Florida
$6.41K – – –
SN
740
Sittner & Nelson
Oregon
$6.41K – – –
PWMG
741
Prestige Wealth Management Group
New Jersey
$6.26K -$135 -1 -2%
WIM
742
Westside Investment Management
California
$6.26K – – –
WB
743
Webster Bank
Connecticut
$6.26K +$5.69K +42 +4,200%
FFO
744
Fortitude Family Office
Arizona
$6.26K – – –
BIA
745
Bell Investment Advisors
California
$5.97K – – –
CPBTD
746
Central Pacific Bank - Trust Division
Hawaii
$5.94K +$5.55K +41 New
APC
747
Aspire Private Capital
North Carolina
$5.85K – – –
MA
748
MCF Advisors
Kentucky
$5.83K -$406 -3 -7%
AP
749
Aspect Partners
Virginia
$5.83K – – –
CBT
750
Central Bank & Trust
Kentucky
$5.68K – – –
28 29
30
31 32

WAB Hedge Fund Activity: Q1 2024 in Review

923 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q1 2024, worth a combined $23.6B — up 12% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new WAB positions and 55 closed out — a net gain of 50 holders — while 293 added to existing stakes and 331 trimmed.

The largest buyer was BlackRock, adding an estimated $326M. The largest seller was Morgan Stanley, cutting an estimated $434M.

  • 923 institutional investors held Wabtec (WAB) as of Q1 2024, up from 884 in Q4 2023.
  • Funds reported $23.6B of Wabtec stock for Q1 2024, up 12% quarter-over-quarter.
  • 105 funds opened new Wabtec positions in Q1 2024 and 55 closed out, a net change of +50 holders.
  • The largest Wabtec buyer in Q1 2024 was BlackRock, an estimated $326M added.
  • The largest Wabtec seller in Q1 2024 was Morgan Stanley, an estimated $434M sold.

Based on aggregated 13F filings for Q1 2024.