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Wabtec
WAB

775 hedge funds and large institutions have $14.4B invested in Wabtec in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 200 increasing their positions, 319 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 77

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

7% more funds holding

Funds holding: 723 → 775 (+52)

5% more capital invested

Capital invested by funds: $13.7B → $14.4B (+$726M)

2.68% less ownership

Funds ownership: 99.35% → 96.67% (-2.7%)

37% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 319

52% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $61.5M

Holders
775
Holders Change
+52
Holders Change %
+7.19%
% of All Funds
15.27%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
143
Increased
200
Reduced
319
Closed
77
Calls
$29.4M
Puts
$61.5M
Net Calls
-$32.1M
Net Calls Change
+$72.8M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$154M
2
Millennium Management
Millennium Management
New York
+$66M
3
Citadel Advisors
Citadel Advisors
Florida
+$48.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$39.1M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$35.9M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$378M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$347M
3
FCM
Farallon Capital Management
California
-$88.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$67M
5
FC
Fairpointe Capital
Illinois
-$26.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Cranbrook Wealth Management
Michigan
– -$370 -5 -63%
CFD
802
Creative Financial Designs
Indiana
– -$74 -1 -17%
MIM
803
Macroview Investment Management
Maryland
– -$74 -1 -20%
ONST
804
Old North State Trust
North Carolina
– -$74 -1 -25%
SFA
805
Semmax Financial Advisors
North Carolina
– -$74 -1 -50%
ACM
806
Anfield Capital Management
California
– +$74 +1 New
BBA
807
Braun-Bostich & Associates
Pennsylvania
– +$74 +1 New
LWM
808
Lionsbridge Wealth Management
Florida
– +$74 +1 New
MC
809
Maplelane Capital
New York
– +$74 +1 New
PA
810
PSI Advisors
Florida
– +$74 +1 New
SL
811
Salomon & Ludwin
Virginia
– +$74 +1 New
DI
812
Disciplined Investments
Oklahoma
– +$148 +2 New
Fidelity International
813
Fidelity International
Bermuda
– +$148 +2 +67%
HWM
814
HighMark Wealth Management
Minnesota
– +$148 +2 New
LAS
815
Lloyd Advisory Services
Georgia
– +$148 +2 New
TCWM
816
Total Clarity Wealth Management
Illinois
– +$148 +2 New
WB
817
West Bancorporation
Iowa
– +$148 +2 New
AIM
818
Aigen Investment Management
New York
– +$222 +3 New
PFPT
819
Pinnacle Financial Partners (Tennessee)
Tennessee
– +$222 +3 New
SFG
820
Sowa Financial Group
Rhode Island
– +$222 +3 New
HI
821
Hoey Investments
Pennsylvania
– +$296 +4 New
MF
822
Manchester Financial
California
– +$296 +4 New
CMA
823
Cedar Mountain Advisors
Oregon
– +$370 +5 New
CCA
824
Column Capital Advisors
Indiana
– +$370 +5 New
LFA
825
Lighthouse Financial Advisors
Maryland
– +$370 +5 New
30 31 32
33
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WAB Hedge Fund Activity: Q4 2019 in Review

775 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q4 2019, worth a combined $14.4B — up 5.3% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new WAB positions and 77 closed out — a net gain of 66 holders — while 200 added to existing stakes and 319 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $154M. The largest seller was Capital International Investors, cutting an estimated $378M.

  • 775 institutional investors held Wabtec (WAB) as of Q4 2019, up from 723 in Q3 2019.
  • Funds reported $14.4B of Wabtec stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 143 funds opened new Wabtec positions in Q4 2019 and 77 closed out, a net change of +66 holders.
  • The largest Wabtec buyer in Q4 2019 was Pzena Investment Management, an estimated $154M added.
  • The largest Wabtec seller in Q4 2019 was Capital International Investors, an estimated $378M sold.

Based on aggregated 13F filings for Q4 2019.