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Wabtec
WAB

979 hedge funds and large institutions have $25.3B invested in Wabtec in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 353 increasing their positions, 322 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $219M | Put options by funds: $68.7M

124% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 54

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

7% more capital invested

Capital invested by funds: $23.6B → $25.3B (+$1.71B)

6% more funds holding

Funds holding: 923 → 979 (+56)

10% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 322

0.77% less ownership

Funds ownership: 91.49% → 90.72% (-0.77%)

Holders
979
Holders Change
+56
Holders Change %
+6.07%
% of All Funds
14.14%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
121
Increased
353
Reduced
322
Closed
54
Calls
$219M
Puts
$68.7M
Net Calls
+$150M
Net Calls Change
+$145M

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$132M
2
Bessemer Group
Bessemer Group
New Jersey
+$132M
3
BlackRock
BlackRock
New York
+$107M
4
UBS AM
UBS AM
Illinois
+$103M
5
Morgan Stanley
Morgan Stanley
New York
+$102M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$401M
2
Pzena Investment Management
Pzena Investment Management
New York
-$223M
3
N
Nuveen
North Carolina
-$174M
4
FCM
Farallon Capital Management
California
-$123M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
826
Asset Dedication LLC
California
$3.48K +$799 +5 +29%
SHIM
827
Stone House Investment Management
Pennsylvania
$3.48K +$3.19K +20 +1,000%
S
828
Sachetta
Massachusetts
$3.19K +$2.88K +18 +900%
BCWM
829
Bartlett & Co Wealth Management
Ohio
$3.16K -$639 -4 -17%
CPG
830
Custom Portfolio Group
Colorado
$3.16K – – –
LTI
831
Laffer Tengler Investments
Tennessee
$3.16K – – –
PMFA
832
Plante Moran Financial Advisors
Michigan
$3.16K – – –
NECFA
833
New England Capital Financial Advisors
Connecticut
$3.04K – – –
OWA
834
Opal Wealth Advisors
New York
$3K -$1.92K -12 -39%
RI
835
Ridgewood Investments
New Jersey
$3K +$3.04K +19 New
BG
836
Bollard Group
Massachusetts
$3K – – –
DF
837
Dunhill Financial
United Kingdom
$2.89K +$479 +3 +20%
TSWM
838
Tyler-Stone Wealth Management
Ohio
$2.86K – – –
HIA
839
Harbor Investment Advisory
Maryland
$2.85K -$1.6K -10 -36%
NMG
840
New Millennium Group
Utah
$2.85K +$2.88K +18 New
ME
841
McIlrath & Eck
Washington
$2.69K -$160 -1 -6%
KWAG
842
Kiely Wealth Advisory Group
North Carolina
$2.63K – – –
AP
843
Atwood & Palmer
Missouri
$2.53K – – –
HNB
844
Hilltop National Bank
Wyoming
$2.53K – – –
WWP
845
WR Wealth Planners
Missouri
$2.53K – – –
BCMLT
846
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K -$320 -2 -12%
FCA
847
FinTrust Capital Advisors
South Carolina
$2.37K +$639 +4 +36%
VAG
848
VisionPoint Advisory Group
Texas
$2.37K +$2.4K +15 New
FP
849
Financial Perspectives
Minnesota
$2.21K – – –
PWA
850
Provenance Wealth Advisors
Florida
$2.21K – – –
32 33
34
35 36

WAB Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q2 2024, worth a combined $25.3B — up 7.2% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new WAB positions and 54 closed out — a net gain of 67 holders — while 353 added to existing stakes and 322 trimmed.

The largest buyer was Fidelity International, adding an estimated $132M. The largest seller was Wellington Management Group, cutting an estimated $401M.

  • 979 institutional investors held Wabtec (WAB) as of Q2 2024, up from 923 in Q1 2024.
  • Funds reported $25.3B of Wabtec stock for Q2 2024, up 7.2% quarter-over-quarter.
  • 121 funds opened new Wabtec positions in Q2 2024 and 54 closed out, a net change of +67 holders.
  • The largest Wabtec buyer in Q2 2024 was Fidelity International, an estimated $132M added.
  • The largest Wabtec seller in Q2 2024 was Wellington Management Group, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2024.