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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
MFA
851
McClarren Financial Advisors
Pennsylvania
$1K – – –
POIA
852
Pin Oak Investment Advisors
Texas
$1K – – –
CSB
853
City State Bank
Iowa
$1K +$542 +4 New
FCG
854
Financial Connections Group
California
$1K +$677 +5 New
CAL
855
Capital Advisors Ltd
Ohio
$1K +$813 +6 New
AAG
856
Armstrong Advisory Group
Massachusetts
$889 – – –
JPWM
857
Jamison Private Wealth Management
Georgia
$883 – – –
PCFFS
858
Pacific Center for Financial Services
California
$875 – – –
GPFA
859
Game Plan Financial Advisors
Ohio
$874 – – –
HWA
860
Heritage Wealth Advisors
Virginia
$874 – – –
IRAG
861
Investment Research & Advisory Group
Georgia
$874 – – –
KOCAA
862
Knights of Columbus Asset Advisors
Connecticut
$874 – – –
OSNBOA
863
Old Second National Bank of Aurora
Illinois
$874 – – –
FWM
864
FSA Wealth Management
Massachusetts
$736 – – –
CAM
865
Creekmur Asset Management
Illinois
$732 – – –
FGA
866
Fortis Group Advisors
New Jersey
$729 -$677 -5 -50%
RDFA
867
Ritter Daniher Financial Advisory
Ohio
$729 -$135 -1 -17%
EL
868
EMFO LLC
Florida
$729 – – –
CMA
869
Cedar Mountain Advisors
Oregon
$728 – – –
DAM
870
Delta Asset Management
Tennessee
$728 – – –
TLCM
871
Twin Lakes Capital Management
California
$728 – – –
WIA
872
Wetzel Investment Advisors
Indiana
$721 -$135 -1 -17%
SRCM
873
Signature Resources Capital Management
California
$634 – – –
BFS
874
Burkett Financial Services
South Carolina
$599 – – –
IGWM
875
ICA Group Wealth Management
Colorado
$583 – – –
33 34
35
36 37

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.