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742 hedge funds and large institutions have $12.3B invested in Wabtec in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 207 increasing their positions, 259 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 72

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.74B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more funds holding

Funds holding: 683742 (+59)

1.63% less ownership

Funds ownership: 89.91%88.28% (-1.6%)

15% less call options, than puts

Call options by funds: $26M | Put options by funds: $30.7M

20% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 259

Holders
742
Holders Change
+59
Holders Change %
+8.64%
% of All Funds
13.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
140
Increased
207
Reduced
259
Closed
72
Calls
$26M
Puts
$30.7M
Net Calls
-$4.71M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
751
Fortem Financial Group
California
+$68 +1 New
IA
752
IFS Advisors
Kansas
+$68 +1 New
MIM
753
Merrion Investment Management
New Jersey
+$68 +1 New
TLFA
754
True Link Financial Advisors
California
+$68 +1 New
Fidelity International
755
Fidelity International
Bermuda
+$137 +2 New
Jones Financial Companies
756
Jones Financial Companies
Missouri
+$137 +2 New
LS
757
Leelyn Smith
Illinois
+$137 +2 New
PO
758
Private Ocean
California
+$137 +2 +50%
RF
759
Robbins Farley
New Hampshire
+$137 +2 New
TIAM2
760
Tru Independence Asset Management 2
Oregon
+$137 +2 New
DWM
761
Defined Wealth Management
Oregon
+$205 +3 New
FP
762
Fiduciary Planning
Florida
+$205 +3 New
TCWA
763
Ten Capital Wealth Advisors
Washington
+$205 +3 New
BA
764
Bellwether Advisors
Nebraska
+$274 +4 New
M1FG
765
Mach-1 Financial Group
Arkansas
+$274 +4 New
PWA
766
Phoenix Wealth Advisors
North Carolina
+$274 +4 New
SFP
767
Sterling Financial Planning
New Jersey
+$274 +4 New
IA
768
Inspire Advisors
Idaho
+$342 +5 New
JGIA
769
Jackson Grant Investment Advisers
Connecticut
+$410 +6 New
SSC
770
Syverson Strege & Co
Iowa
+$410 +6 New
TI
771
tru Independence
Oregon
+$410 +6 New
BBHBI
772
B, B, H, & B Inc
Alabama
+$547 +8 New
TC
773
Truvestments Capital
Florida
+$616 +9 New
LGA
774
Lebenthal Global Advisors
New York
+$821 +12 New

WAB Hedge Fund Activity: Q4 2020 in Review

742 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q4 2020, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new WAB positions and 72 closed out — a net gain of 68 holders — while 207 added to existing stakes and 259 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $106M. The largest seller was Capital International Investors, cutting an estimated $396M.

  • 742 institutional investors held Wabtec (WAB) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $12.3B of Wabtec stock for Q4 2020, up 16% quarter-over-quarter.
  • 140 funds opened new Wabtec positions in Q4 2020 and 72 closed out, a net change of +68 holders.
  • The largest Wabtec buyer in Q4 2020 was D.E. Shaw & Co, an estimated $106M added.
  • The largest Wabtec seller in Q4 2020 was Capital International Investors, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2020.