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Wabtec
WAB

923 hedge funds and large institutions have $23.6B invested in Wabtec in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 293 increasing their positions, 331 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

12% more capital invested

Capital invested by funds: $21.1B → $23.6B (+$2.48B)

4% more funds holding

Funds holding: 884 → 923 (+39)

9% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $52.5M

1.28% less ownership

Funds ownership: 92.77% → 91.49% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 331

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

Holders
923
Holders Change
+39
Holders Change %
+4.41%
% of All Funds
13.3%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
105
Increased
293
Reduced
331
Closed
55
Calls
$57.2M
Puts
$52.5M
Net Calls
+$4.65M
Net Calls Change
-$13.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$326M
2
Fidelity International
Fidelity International
Bermuda
+$118M
3
JP Morgan Chase
JP Morgan Chase
New York
+$112M
4
Artisan Partners
Artisan Partners
Wisconsin
+$110M
5
Two Sigma Investments
Two Sigma Investments
New York
+$73.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$434M
2
Pzena Investment Management
Pzena Investment Management
New York
-$366M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$277M
4
FCM
Farallon Capital Management
California
-$133M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
776
Financial Management Professionals
Texas
$4K -$5.01K -37 -59%
CFG
777
CKW Financial Group
Hawaii
$4K – – –
PA
778
PSI Advisors
Florida
$3.94K +$406 +3 +13%
JGIA
779
Jackson Grant Investment Advisers
Connecticut
$3.79K – – –
EDRH
780
Edmond de Rothschild Holding
Switzerland
$3.64K – – –
OIA
781
Optimum Investment Advisors
Illinois
$3.64K – – –
BCWM
782
Bartlett & Co Wealth Management
Ohio
$3.5K -$1.35K -10 -29%
FFWM
783
Future Financial Wealth Management
Ohio
$3.5K +$3.25K +24 New
DSC
784
Duncker Streett & Co
Missouri
$3.35K – – –
SS
785
Sunbelt Securities
Texas
$3.35K – – –
BG
786
Bollard Group
Massachusetts
$3K – – –
PMFA
787
Plante Moran Financial Advisors
Michigan
$2.91K -$406 -3 -13%
CPG
788
Custom Portfolio Group
Colorado
$2.91K – – –
LTI
789
Laffer Tengler Investments
Tennessee
$2.91K – – –
NECFA
790
New England Capital Financial Advisors
Connecticut
$2.8K – – –
KWAG
791
Kiely Wealth Advisory Group
North Carolina
$2.78K – – –
TSWM
792
Tyler-Stone Wealth Management
Ohio
$2.64K +$677 +5 +38%
MAWCM
793
Mine & Arao Wealth Creation & Management
California
$2.62K -$542 -4 -18%
ME
794
McIlrath & Eck
Washington
$2.62K – – –
AA
795
Ancora Advisors
Ohio
$2.48K +$677 +5 +42%
BCMLT
796
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.48K +$271 +2 +13%
WWP
797
WR Wealth Planners
Missouri
$2.34K +$2.17K +16 New
CSC
798
Caldwell Sutter Capital
California
$2.33K – – –
AP
799
Atwood & Palmer
Missouri
$2.33K – – –
RS
800
Rakuten Securities
Japan
$2.33K +$2.03K +15 +1,500%
30 31
32
33 34

WAB Hedge Fund Activity: Q1 2024 in Review

923 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q1 2024, worth a combined $23.6B — up 12% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new WAB positions and 55 closed out — a net gain of 50 holders — while 293 added to existing stakes and 331 trimmed.

The largest buyer was BlackRock, adding an estimated $326M. The largest seller was Morgan Stanley, cutting an estimated $434M.

  • 923 institutional investors held Wabtec (WAB) as of Q1 2024, up from 884 in Q4 2023.
  • Funds reported $23.6B of Wabtec stock for Q1 2024, up 12% quarter-over-quarter.
  • 105 funds opened new Wabtec positions in Q1 2024 and 55 closed out, a net change of +50 holders.
  • The largest Wabtec buyer in Q1 2024 was BlackRock, an estimated $326M added.
  • The largest Wabtec seller in Q1 2024 was Morgan Stanley, an estimated $434M sold.

Based on aggregated 13F filings for Q1 2024.