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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 %
OLVIG
851
Oliver Lagore Vanvalin Investment Group
Michigan
$1.9K -$24.8K -157 -93%
GFPC
852
Global Financial Private Client
Florida
$1.9K – – –
JFA
853
JNBA Financial Advisors
Minnesota
$1.9K – – –
CIR
854
Clear Investment Research
Georgia
$1.9K – – –
BWAM
855
Boyd Watterson Asset Management
Ohio
$1.74K – – –
HCP
856
Hexagon Capital Partners
Arkansas
$1.74K +$474 +3 +38%
TWD
857
True Wealth Design
Ohio
$1.74K +$474 +3 +38%
PP
858
Pacifica Partners
Canada
$1.74K – – –
CPG
859
Cornerstone Planning Group
New Jersey
$1.65K +$688 +5 +71%
RA
860
Rise Advisors
New York
$1.63K -$163 -1 -9%
UWS
861
Unique Wealth Strategies
Illinois
$1.6K +$1.6K +11 New
CA
862
Continuum Advisory
Idaho
$1.58K – – –
HWA
863
HHM Wealth Advisors
Tennessee
$1.58K – – –
BTC
864
Bank & Trust Company
Illinois
$1.58K +$1.58K +10 New
BP
865
BNP Paribas
France
$1.58K +$158 +1 +11%
AFS
866
Annapolis Financial Services
Maryland
$1.49K – – –
KFS
867
Kelly Financial Services
Massachusetts
$1.44K – – –
DFA
868
DHJJ Financial Advisors
Illinois
$1.42K – – –
AAG
869
Armstrong Advisory Group
Massachusetts
$1.42K +$316 +2 +29%
CSWM
870
Cassady Schiller Wealth Management
Ohio
$1.42K -$5.53K -35 -80%
FA
871
Financial Avengers
California
$1.42K – – –
CAS
872
Coppell Advisory Solutions
Texas
$1.42K +$1.42K +9 New
WWM
873
Wolff Wiese Magana
California
$1.27K – – –
SC
874
Stephens Consulting
Michigan
$1.27K – – –
GIS
875
Grayhawk Investment Strategies
Alberta, Canada
$1.26K – – –
33 34
35
36 37