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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
HNB
801
Hilltop National Bank
Wyoming
$2.33K +$2.17K +16 New
WF
802
WoodTrust Financial
Wisconsin
$2.32K -$267K -1,969 -11%
AA
803
Addison Advisors
Vermont
$2.19K – – –
AssetMark Inc
804
AssetMark Inc
California
$2.19K -$9.62K -71 -83%
CFD
805
Creative Financial Designs
Indiana
$2.19K +$271 +2 +15%
DF
806
Dunhill Financial
United Kingdom
$2.17K +$271 +2 +15%
FP
807
Financial Perspectives
Minnesota
$2.04K -$406 -3 -18%
PWA
808
Provenance Wealth Advisors
Florida
$2.04K – – –
CFB
809
Cullen/Frost Bankers
Texas
$2.04K +$406 +3 +27%
ADL
810
Asset Dedication LLC
California
$2K – – –
GJWM
811
Gilliland Jeter Wealth Management
Arkansas
$1.96K +$1.76K +13 New
FFL
812
Financial Freedom LLC
Ohio
$1.95K – – –
CWC
813
Carolinas Wealth Consulting
North Carolina
$1.82K +$271 +2 +18%
JFA
814
JNBA Financial Advisors
Minnesota
$1.75K -$406 -3 -20%
JFGIW
815
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.75K +$1.49K +11 +1,100%
CIR
816
Clear Investment Research
Georgia
$1.75K – – –
GFPC
817
Global Financial Private Client
Florida
$1.74K – – –
CA
818
Continuum Advisory
Idaho
$1.67K +$1.35K +10 New
RA
819
Rise Advisors
New York
$1.65K – – –
FCA
820
FinTrust Capital Advisors
South Carolina
$1.6K +$542 +4 +57%
BWAM
821
Boyd Watterson Asset Management
Ohio
$1.6K – – –
RF
822
Robinswood Financial
Washington
$1.59K +$406 +3 +38%
PP
823
Pacifica Partners
Canada
$1.57K -$135 -1 -8%
HWA
824
HHM Wealth Advisors
Tennessee
$1.46K +$677 +5 +100%
AFS
825
Annapolis Financial Services
Maryland
$1.38K -$677 -5 -36%
31 32
33
34 35

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.