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Wabtec
WAB

Overview Fund Activity

969 hedge funds and large institutions have $27.8B invested in Wabtec in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 302 increasing their positions, 363 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
–
Holders Change %
0%
% of All Funds
14.02%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
110
Increased
302
Reduced
363
Closed
98
Calls
$69.6M
Puts
$97.8M
Net Calls
-$28.2M
Net Calls Change
-$178M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.26B
2
Invesco
2
Invesco
Georgia
$816M
3
VCP
3
Varenne Capital Partners
France
$79.9M
4
BlackRock
4
BlackRock
New York
$2.81B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$97.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$688M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$573M
4
Morgan Stanley
4
Morgan Stanley
New York
$471M
5
Macquarie Group
5
Macquarie Group
Australia
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
826
TD Capital Management
Tennessee
$4.64K – – –
PP
827
PFS Partners
New Jersey
$4.55K -$364 -2 -7%
OIA
828
Optimum Investment Advisors
Illinois
$4.54K – – –
EDRH
829
Edmond de Rothschild Holding
Switzerland
$4.54K – – –
FFWM
830
Future Financial Wealth Management
Ohio
$4.36K +$4.36K +24 New
CFFP
831
Center for Financial Planning
Michigan
$4.18K -$1.09K -6 -21%
DSC
832
Duncker Streett & Co
Missouri
$4.18K – – –
CCM
833
Chilton Capital Management
Texas
$4.18K – – –
TFGT
834
TS Financial Group (TSFG)
Illinois
$4K – – –
BG
835
Bollard Group
Massachusetts
$4K – – –
CTA
836
Colonial Trust Advisors
South Carolina
$4K -$7.82K -43 -66%
SHIM
837
Stone House Investment Management
Pennsylvania
$4K – – –
PMFA
838
Plante Moran Financial Advisors
Michigan
$4K +$364 +2 +10%
HWA
839
Heritage Wealth Advisors
Virginia
$4K +$2.91K +16 +267%
NECFA
840
New England Capital Financial Advisors
Connecticut
$3.49K – – –
RI
841
Ridgewood Investments
New Jersey
$3.45K – – –
KWAG
842
Kiely Wealth Advisory Group
North Carolina
$3.41K – – –
CA
843
Continuum Advisory
Idaho
$3.34K +$1.38K +7 +70%
BCWM
844
Bartlett & Co Wealth Management
Ohio
$3.27K -$364 -2 -10%
NMG
845
New Millennium Group
Utah
$3.27K – – –
WWP
846
WR Wealth Planners
Missouri
$3.27K +$364 +2 +13%
ADL
847
Asset Dedication LLC
California
$3.09K -$910 -5 -23%
HIA
848
Harbor Investment Advisory
Maryland
$3.09K -$182 -1 -6%
ME
849
McIlrath & Eck
Washington
$3.09K – – –
HCP
850
Hexagon Capital Partners
Arkansas
$3.09K +$1.09K +6 +55%
32 33
34
35 36