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Wabtec
WAB

Overview Fund Activity

969 hedge funds and large institutions have $25.2B invested in Wabtec in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 350 increasing their positions, 322 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+54
Holders Change %
+5.9%
% of All Funds
14.09%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
118
Increased
350
Reduced
322
Closed
53
Calls
$219M
Puts
$68.7M
Net Calls
+$150M
Net Calls Change
+$145M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$360M
2
Bessemer Group
Bessemer Group
New Jersey
$132M
3
BlackRock
BlackRock
New York
$2.39B
4
UBS AM
UBS AM
Illinois
$241M
5
Morgan Stanley
Morgan Stanley
New York
$548M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$822M
2
Pzena Investment Management
Pzena Investment Management
New York
$71.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$237M
4
FCM
Farallon Capital Management
California
$346M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$699M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
801
Center for Financial Planning
Michigan
$4.58K – – –
BC
802
Barrett & Company
Rhode Island
$4.46K – – –
BIA
803
Bell Investment Advisors
California
$4.43K -$2.06K -13 -32%
IFAM
804
Institutional & Family Asset Management
Colorado
$4.43K – – –
PA
805
PSI Advisors
Florida
$4.28K +$153 +1 +4%
PP
806
PFS Partners
New Jersey
$4.27K -$158 -1 -4%
JGIA
807
Jackson Grant Investment Advisers
Connecticut
$4.11K – – –
TCM
808
TD Capital Management
Tennessee
$4.03K -$620 -4 -13%
TFGT
809
TS Financial Group (TSFG)
Illinois
$4K -$2K -12 -33%
FMP
810
Financial Management Professionals
Texas
$4K -$160 -1 -4%
CFG
811
CKW Financial Group
Hawaii
$4K – – –
AA
812
Ancora Advisors
Ohio
$3.96K +$1.27K +8 +47%
EDRH
813
Edmond de Rothschild Holding
Switzerland
$3.95K – – –
OIA
814
Optimum Investment Advisors
Illinois
$3.95K – – –
ATPW
815
Ashton Thomas Private Wealth
Arizona
$3.81K +$3.81K +24 New
AA
816
Addison Advisors
Vermont
$3.65K +$1.27K +8 +53%
CCM
817
Chilton Capital Management
Texas
$3.64K +$3.32K +21 +1,050%
DSC
818
Duncker Streett & Co
Missouri
$3.64K – – –
SS
819
Sunbelt Securities
Texas
$3.64K – – –
ADL
820
Asset Dedication LLC
California
$3.48K +$791 +5 +29%
SHIM
821
Stone House Investment Management
Pennsylvania
$3.48K +$3.16K +20 +1,000%
S
822
Sachetta
Massachusetts
$3.19K +$2.87K +18 +900%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$3.16K -$632 -4 -17%
CPG
824
Custom Portfolio Group
Colorado
$3.16K – – –
LTI
825
Laffer Tengler Investments
Tennessee
$3.16K – – –
31 32
33
34 35