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Wabtec
WAB

Overview Fund Activity

809 hedge funds and large institutions have $17.4B invested in Wabtec in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 254 increasing their positions, 301 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+8
Holders Change %
+1%
% of All Funds
12.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
81
Increased
254
Reduced
301
Closed
58
Calls
$43.6M
Puts
$21.8M
Net Calls
+$21.8M
Net Calls Change
+$27.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$910M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$334M
3
JCM
Junto Capital Management
New York
$39.3M
4
Fidelity International
Fidelity International
Bermuda
$67.6M
5
Millennium Management
Millennium Management
New York
$38.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$609M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$1.74M
3
Invesco
Invesco
Georgia
$335M
4
Charles Schwab
Charles Schwab
California
$102M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
751
Pacific Center for Financial Services
California
$744 – – –
FWA
752
FSC Wealth Advisors
New York
$744 – – –
AA
753
Addison Advisors
Vermont
$744 +$531 +5 +250%
CPG
754
Cornerstone Planning Group
New Jersey
$744 +$638 +6 +600%
ECM
755
Everence Capital Management
Indiana
$664 – – –
JPWM
756
Jamison Private Wealth Management
Georgia
$644 +$644 +6 New
NFSG
757
Newbridge Financial Services Group
Florida
$640 -$427 -4 -40%
RFA
758
Register Financial Advisors
Georgia
$638 -$106 -1 -14%
IRAG
759
Investment Research & Advisory Group
Georgia
$638 – – –
OSNBOA
760
Old Second National Bank of Aurora
Illinois
$638 – – –
HWA
761
Heritage Wealth Advisors
Virginia
$638 – – –
KOCAA
762
Knights of Columbus Asset Advisors
Connecticut
$638 – – –
RDFA
763
Ritter Daniher Financial Advisory
Ohio
$638 – – –
NF
764
Norwood Financial
Pennsylvania
$637 – – –
WWP
765
WR Wealth Planners
Missouri
$537 – – –
HWP
766
Highline Wealth Partners
California
$533 – – –
TWD
767
True Wealth Design
Ohio
$532 – – –
TLCM
768
Twin Lakes Capital Management
California
$531 – – –
NCM
769
Northwest Capital Management
Oregon
$531 – – –
CMA
770
Cedar Mountain Advisors
Oregon
$531 – – –
QPBE
771
Quintet Private Bank (Europe)
Luxembourg
$531 +$531 +5 New
IPW
772
Impact Partnership Wealth
Georgia
$531 +$531 +5 New
FGA
773
Fortis Group Advisors
New Jersey
$531 +$531 +5 New
GIA
774
GHP Investment Advisors
Colorado
$526 -$105 -1 -17%
TC
775
Truvestments Capital
Florida
$430 – – –
29 30
31
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