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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 %
PA
776
PSI Advisors
Florida
$303 +$303 +3 New
CIA
777
Cape Investment Advisory
Georgia
$303 +$303 +3 New
CWP
778
Concord Wealth Partners
Virginia
$205 – – –
CWA
779
Clearview Wealth Advisors
Oregon
$205 – – –
CCA
780
Column Capital Advisors
Indiana
$203 – – –
LWANC
781
Laurel Wealth Advisors (North Carolina)
North Carolina
$203 – – –
RF
782
Robbins Farley
New Hampshire
$203 – – –
TC
783
Truvestments Capital
Florida
$202 -$606 -6 -75%
PGAM
784
Princeton Global Asset Management
New Jersey
$202 – – –
TC
785
Trust Company
Kansas
$202 – – –
FNBOSM
786
First National Bank of South Miami
Florida
$202 – – –
APW
787
Acima Private Wealth
Virginia
$202 – – –
RWM
788
Ruedi Wealth Management
Illinois
$202 – – –
SHIM
789
Stone House Investment Management
Pennsylvania
$202 +$202 +2 New
KM
790
Kalos Management
Georgia
$104 +$104 +1 New
SL
791
Savior LLC
Massachusetts
$103 – – –
AA
792
Addison Advisors
Vermont
$102 -$408 -4 -80%
DF
793
DecisionPoint Financial
Arizona
$102 – – –
IA
794
IFS Advisors
Kansas
$101 – – –
TLA
795
Tanglewood Legacy Advisors
Texas
$101 – – –
FA
796
Fortis Advisors
Pennsylvania
$101 – – –
CPFP
797
Clear Perspectives Financial Planning
Ohio
$101 – – –
MIM
798
Manitou Investment Management
Ontario, Canada
$101 +$101 +1 New
FCA
799
FinTrust Capital Advisors
South Carolina
$100 – – –
KPM
800
Kinetic Partners Management
Florida
– -$28.8M -289,048 Closed
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32
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