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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
LI
876
Louisbourg Investments
New Brunswick, Canada
$583 – – –
TWP
877
TFO Wealth Partners
Ohio
$583 – – –
TCM
878
Tradewinds Capital Management
Washington
$583 – – –
TC
879
Trust Company
Kansas
$583 – – –
GWP
880
Gen-Wealth Partners
Michigan
$583 +$542 +4 New
GWMI
881
Guardian Wealth Management (Illinois)
Illinois
$444 – – –
ECM
882
Everence Capital Management
Indiana
$443 – – –
MIM
883
Macroview Investment Management
Maryland
$443 – – –
CFS
884
CGC Financial Services
Oregon
$440 – – –
AWM
885
Atticus Wealth Management
Florida
$438 – – –
HI
886
Hoey Investments
Pennsylvania
$438 – – –
VWA
887
Valued Wealth Advisors
Utah
$438 – – –
IHWM
888
Iron Horse Wealth Management
Iowa
$437 -$542 -4 -57%
IPW
889
Impact Partnership Wealth
Georgia
$437 -$135 -1 -25%
BWL
890
Bogart Wealth LLC
Virginia
$437 – – –
LWA
891
Lowe Wealth Advisors
Maryland
$437 – – –
TCG
892
Transcendent Capital Group
Oklahoma
$437 – – –
OA
893
Operose Advisors
Wisconsin
$437 +$271 +2 +200%
RA
894
Ransom Advisory
Rhode Island
$437 +$406 +3 New
NFSG
895
Newbridge Financial Services Group
Florida
$293 -$271 -2 -50%
CCM
896
Chilton Capital Management
Texas
$292 – – –
LWANC
897
Laurel Wealth Advisors (North Carolina)
North Carolina
$292 – – –
RF
898
Robbins Farley
New Hampshire
$292 – – –
PAM
899
Palisade Asset Management
Minnesota
$292 +$271 +2 New
CIA
900
Cape Investment Advisory
Georgia
$291 – – –
34 35
36
37 38

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.