WAB icon

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 %
PMFA
826
Plante Moran Financial Advisors
Michigan
$3.16K – – –
NECFA
827
New England Capital Financial Advisors
Connecticut
$3.04K – – –
OWA
828
Opal Wealth Advisors
New York
$3K -$1.9K -12 -39%
RI
829
Ridgewood Investments
New Jersey
$3K +$3K +19 New
BG
830
Bollard Group
Massachusetts
$3K – – –
DF
831
Dunhill Financial
United Kingdom
$2.89K +$482 +3 +20%
TSWM
832
Tyler-Stone Wealth Management
Ohio
$2.86K – – –
HIA
833
Harbor Investment Advisory
Maryland
$2.85K -$1.58K -10 -36%
NMG
834
New Millennium Group
Utah
$2.85K +$2.85K +18 New
ME
835
McIlrath & Eck
Washington
$2.69K -$158 -1 -6%
KWAG
836
Kiely Wealth Advisory Group
North Carolina
$2.63K – – –
HNB
837
Hilltop National Bank
Wyoming
$2.53K – – –
AP
838
Atwood & Palmer
Missouri
$2.53K – – –
WWP
839
WR Wealth Planners
Missouri
$2.53K – – –
BCMLT
840
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K -$316 -2 -12%
FCA
841
FinTrust Capital Advisors
South Carolina
$2.37K +$632 +4 +36%
VAG
842
VisionPoint Advisory Group
Texas
$2.37K +$2.37K +15 New
PWA
843
Provenance Wealth Advisors
Florida
$2.21K – – –
FP
844
Financial Perspectives
Minnesota
$2.21K – – –
GJWM
845
Gilliland Jeter Wealth Management
Arkansas
$2.12K – – –
FFL
846
Financial Freedom LLC
Ohio
$2.12K – – –
CFD
847
Creative Financial Designs
Indiana
$2.06K -$316 -2 -13%
AIC
848
Archer Investment Corporation
Indiana
$2.06K +$790 +5 +63%
CWC
849
Carolinas Wealth Consulting
North Carolina
$1.98K – – –
CFB
850
Cullen/Frost Bankers
Texas
$1.9K -$316 -2 -14%
32 33
34
35 36