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674 hedge funds and large institutions have $8.34B invested in Wabtec in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 301 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.29% less ownership

Funds ownership: 96.67%90.38% (-6.3%)

13% less funds holding

Funds holding: 775674 (-101)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

38% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 301

39% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $20.1M

42% less capital invested

Capital invested by funds: $14.4B → $8.34B (-$6.07B)

56% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 160

Holders
674
Holders Change
-101
Holders Change %
-13.03%
% of All Funds
14.85%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.24%
New
71
Increased
186
Reduced
301
Closed
160
Calls
$12.3M
Puts
$20.1M
Net Calls
-$7.84M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
751
Howard Wealth Management
Connecticut
-$1K -16 Closed
SIC
752
Samalin Investment Counsel
New York
-$1K -16 Closed
HCM
753
Horrell Capital Management
Arkansas
-$1K -15 Closed
PCFFS
754
Pacific Center for Financial Services
California
-$961 -14 -78%
BCI
755
Brinker Capital Investments
Pennsylvania
-$1K -12 Closed
LGWM
756
Litman Gregory Wealth Management
California
-$1K -12 Closed
BWM
757
Baystate Wealth Management
Massachusetts
-$755 -11 -55%
FWM
758
FSA Wealth Management
Massachusetts
-$687 -10 -53%
FGAM
759
Financial Gravity Asset Management
Texas
-$78K -8 Closed
NC
760
NewSquare Capital
Pennsylvania
-$1K -8 Closed
IAS
761
IMA Advisory Services
Colorado
-$1K -7 Closed
POIA
762
Pin Oak Investment Advisors
Texas
-$1K -7 Closed
RIA
763
RPG Investment Advisory
California
-$481 -7 -64%
CAL
764
Capital Advisors Ltd
Ohio
-$412 -6 -86%
WPA
765
West Paces Advisors
Georgia
-$467 -6 Closed
BWL
766
Bogart Wealth LLC
Virginia
-$343 -5 -56%
ETI
767
Enterprise Trust & Investment
California
-$1K -3 Closed
MF
768
Manchester Financial
California
-$206 -3 -75%
AA
769
AlphaMark Advisors
Kentucky
-$137 -2 -33%
AWM
770
Avior Wealth Management
Nebraska
-$137 -2 -14%
CFD
771
Creative Financial Designs
Indiana
-$137 -2 -40%
CCM
772
Cribstone Capital Management
Maine
-$137 -2 -50%
IF
773
Ironwood Financial
Arizona
-$69 -1 -10%
JPLA
774
Joseph P. Lucia & Associates
New York
-$69 -1 -11%
PP
775
PrairieView Partners
Minnesota
+$69 +1 New

WAB Hedge Fund Activity: Q1 2020 in Review

674 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q1 2020, worth a combined $8.34B — down 42% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of WAB and 71 opened new positions — a net loss of 89 holders — while 301 trimmed existing stakes and 186 added.

The largest buyer was First Pacific Advisors, opening a new position worth an estimated $180M. The largest seller was Janus Henderson Group, cutting an estimated $297M.

  • 674 institutional investors held Wabtec (WAB) as of Q1 2020, down from 775 in Q4 2019.
  • Funds reported $8.34B of Wabtec stock for Q1 2020, down 42% quarter-over-quarter.
  • 71 funds opened new Wabtec positions in Q1 2020 and 160 closed out, a net change of -89 holders.
  • The largest Wabtec buyer in Q1 2020 was First Pacific Advisors, an estimated $180M added.
  • The largest Wabtec seller in Q1 2020 was Janus Henderson Group, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2020.