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Wabtec
WAB

Overview Fund Activity

804 hedge funds and large institutions have $16.5B invested in Wabtec in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 245 increasing their positions, 278 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+16
Holders Change %
+2.03%
% of All Funds
12.87%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
97
Increased
245
Reduced
278
Closed
60
Calls
$39.3M
Puts
$59M
Net Calls
-$19.7M
Net Calls Change
-$9.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.19B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$519M
3
SSA
Schonfeld Strategic Advisors
New York
$43.8M
4
SAM
Scopus Asset Management
New York
$37.2M
5
Amundi
Amundi
France
$49.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$196M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$263M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$162M
4
Morgan Stanley
Morgan Stanley
New York
$287M
5
SI
Standard Investments
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
751
Knights of Columbus Asset Advisors
Connecticut
$606 – – –
OSNBOA
752
Old Second National Bank of Aurora
Illinois
$606 – – –
NF
753
Norwood Financial
Pennsylvania
$606 – – –
IRAG
754
Investment Research & Advisory Group
Georgia
$606 – – –
HWA
755
Heritage Wealth Advisors
Virginia
$606 +$606 +6 New
TWD
756
True Wealth Design
Ohio
$506 -$101 -1 -17%
WPWM
757
Western Pacific Wealth Management
Illinois
$505 – – –
SCA
758
Stonebridge Capital Advisors
Minnesota
$505 – – –
CMA
759
Cedar Mountain Advisors
Oregon
$505 – – –
TLCM
760
Twin Lakes Capital Management
California
$505 – – –
HWP
761
Highline Wealth Partners
California
$505 +$505 +5 New
ANBT
762
American National Bank & Trust
Texas
$505 +$505 +5 New
GIA
763
GHP Investment Advisors
Colorado
$415 – – –
RDFA
764
Ritter Daniher Financial Advisory
Ohio
$405 – – –
GGI
765
Godsey & Gibb Inc
Virginia
$405 +$405 +4 New
DWA
766
Dougherty Wealth Advisers
Minnesota
$404 – – –
PO
767
Private Ocean
California
$404 +$404 +4 New
CAC
768
Core Alternative Capital
Georgia
$404 +$404 +4 New
MIM
769
Macroview Investment Management
Maryland
$306 – – –
HI
770
Hoey Investments
Pennsylvania
$304 – – –
AWM
771
Atticus Wealth Management
Florida
$304 – – –
LWA
772
Lowe Wealth Advisors
Maryland
$303 -$202 -2 -40%
BWL
773
Bogart Wealth LLC
Virginia
$303 – – –
BA
774
Bellwether Advisors
Nebraska
$303 – – –
CHC
775
City Holding Co
West Virginia
$303 +$303 +3 New
29 30
31
32 33