We are live on ! Find out more

792 hedge funds and large institutions have $16.3B invested in Wabtec in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 244 increasing their positions, 241 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 60

18% more capital invested

Capital invested by funds: $13.9B → $16.3B (+$2.45B)

7% more funds holding

Funds holding: 740792 (+52)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.46% less ownership

Funds ownership: 93.28%91.82% (-1.5%)

17% less call options, than puts

Call options by funds: $51M | Put options by funds: $61.4M

Holders
792
Holders Change
+52
Holders Change %
+7.03%
% of All Funds
12.73%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
123
Increased
244
Reduced
241
Closed
60
Calls
$51M
Puts
$61.4M
Net Calls
-$10.3M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
751
Richard W. Paul & Associates
Michigan
$399 +$382 +4 New
BWL
752
Bogart Wealth LLC
Virginia
$330
AWM
753
Align Wealth Management
Oklahoma
$325 +$382 +4 New
MIM
754
Macroview Investment Management
Maryland
$301
HWA
755
HHM Wealth Advisors
Tennessee
$299 -$382 -4 -57%
1832 Asset Management
756
1832 Asset Management
Ontario, Canada
$299
AWM
757
Atticus Wealth Management
Florida
$299
BA
758
Bellwether Advisors
Nebraska
$299
FWA
759
FSC Wealth Advisors
New York
$299
HI
760
Hoey Investments
Pennsylvania
$299
CWP
761
Concord Wealth Partners
Virginia
$206 +$191 +2 New
CWA
762
Clearview Wealth Advisors
Oregon
$202
CPG
763
Cornerstone Planning Group
New Jersey
$201 +$191 +2 New
LS
764
Leelyn Smith
Illinois
$200 -$287 -3 -60%
APW
765
Acima Private Wealth
Virginia
$200
ASBI
766
American State Bank (Iowa)
Iowa
$200
RF
767
Robbins Farley
New Hampshire
$200
CCA
768
Column Capital Advisors
Indiana
$200 +$96 +1 +100%
JFGIW
769
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$200 +$191 +2 New
LWANC
770
Laurel Wealth Advisors (North Carolina)
North Carolina
$200 +$191 +2 New
RWM
771
Ruedi Wealth Management
Illinois
$200 +$191 +2 New
SL
772
Savior LLC
Massachusetts
$101 +$96 +1 New
DZ Bank
773
DZ Bank
Germany
$100
FCA
774
FinTrust Capital Advisors
South Carolina
$100
FA
775
Fortis Advisors
Pennsylvania
$100

WAB Hedge Fund Activity: Q4 2022 in Review

792 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q4 2022, worth a combined $16.3B — up 18% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new WAB positions and 60 closed out — a net gain of 63 holders — while 244 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was Janus Henderson Group, cutting an estimated $470M.

  • 792 institutional investors held Wabtec (WAB) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $16.3B of Wabtec stock for Q4 2022, up 18% quarter-over-quarter.
  • 123 funds opened new Wabtec positions in Q4 2022 and 60 closed out, a net change of +63 holders.
  • The largest Wabtec buyer in Q4 2022 was Morgan Stanley, an estimated $217M added.
  • The largest Wabtec seller in Q4 2022 was Janus Henderson Group, an estimated $470M sold.

Based on aggregated 13F filings for Q4 2022.