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Wabtec
WAB

Overview Fund Activity

876 hedge funds and large institutions have $21B invested in Wabtec in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 274 increasing their positions, 291 reducing their positions, and 61 closing their positions.

Holders
876
Holders Change
+68
Holders Change %
+8.42%
% of All Funds
12.84%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
139
Increased
274
Reduced
291
Closed
61
Calls
$51.6M
Puts
$33.1M
Net Calls
+$18.5M
Net Calls Change
-$3.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$765M
2
FCM
2
Farallon Capital Management
California
$500M
3
Citadel Advisors
3
Citadel Advisors
Florida
$79.4M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$64.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$111M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$578M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.24B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$353M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$2.2M
5
SCM
5
Sahana Capital Management
Connecticut
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
JPWM
801
Jamison Private Wealth Management
Georgia
$769 6 – –
TC
802
Truvestments Capital
Florida
$768 6 +2 +50%
PCFFS
803
Pacific Center for Financial Services
California
$762 6 -1 -14%
RDFA
804
Ritter Daniher Financial Advisory
Ohio
$762 6 – –
GPFA
805
Game Plan Financial Advisors
Ohio
$762 6 +6 New
OSNBOA
806
Old Second National Bank of Aurora
Illinois
$761 6 – –
HWA
807
Heritage Wealth Advisors
Virginia
$761 6 – –
KOCAA
808
Knights of Columbus Asset Advisors
Connecticut
$761 6 – –
IRAG
809
Investment Research & Advisory Group
Georgia
$761 6 – –
MSWM
810
McGlone Suttner Wealth Management
Wisconsin
$642 5 +5 New
DAM
811
Delta Asset Management
Tennessee
$637 5 +5 New
CAM
812
Creekmur Asset Management
Illinois
$636 5 +5 New
EL
813
EMFO LLC
Florida
$635 5 -85 -94%
HWA
814
HHM Wealth Advisors
Tennessee
$635 5 -5 -50%
TLCM
815
Twin Lakes Capital Management
California
$635 5 – –
CMA
816
Cedar Mountain Advisors
Oregon
$635 5 – –
TWD
817
True Wealth Design
Ohio
$635 5 – –
HCP
818
Hexagon Capital Partners
Arkansas
$635 5 +5 New
SRCM
819
Signature Resources Capital Management
California
$634 5 +5 New
BFS
820
Burkett Financial Services
South Carolina
$521 4 +4 New
NFSG
821
Newbridge Financial Services Group
Florida
$509 4 -2 -33%
TWP
822
TFO Wealth Partners
Ohio
$508 4 -13 -76%
TCM
823
Tradewinds Capital Management
Washington
$508 4 -5 -56%
IPW
824
Impact Partnership Wealth
Georgia
$508 4 -1 -20%
DWA
825
Dougherty Wealth Advisers
Minnesota
$508 4 – –
31 32
33
34 35