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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
CQS
901
Credential Qtrade Securities
$291 – – –
IWP
902
IAG Wealth Partners
Wisconsin
$291 – – –
SHIM
903
Stone House Investment Management
Pennsylvania
$291 – – –
AAG
904
Accordant Advisory Group
Maryland
$291 +$271 +2 New
OP
905
ORG Partners
Indiana
$289 -$23.7K -175 -99%
S
906
Sachetta
Massachusetts
$254 – – –
ACA
907
American Capital Advisory
Idaho
$203 – – –
DF
908
DecisionPoint Financial
Arizona
$165 – – –
BL
909
BFSG LLC
California
$150 – – –
GIA
910
GHP Investment Advisors
Colorado
$148 – – –
CWP
911
Concord Wealth Partners
Virginia
$146 -$813 -6 -86%
DZ Bank
912
DZ Bank
Germany
$146 -$135 -1 -50%
CHA
913
Carmichael Hill & Associates
Maryland
$146 – – –
CTWM
914
Cherry Tree Wealth Management
Minnesota
$146 – – –
MIM
915
Manitou Investment Management
Ontario, Canada
$146 – – –
PA
916
Pineridge Advisors
Missouri
$146 – – –
TLA
917
Tanglewood Legacy Advisors
Texas
$146 – – –
CTB
918
Country Trust Bank
Illinois
$146 +$135 +1 New
NL
919
NVWM LLC
Pennsylvania
$146 +$135 +1 New
PAI
920
Pittenger & Anderson Inc
Nebraska
$146 +$135 +1 New
VL
921
Vima LLC
Michigan
$104 – – –
DWM
922
Dogwood Wealth Management
Kansas
$3 – – –
LF
923
Longbow Finance
Switzerland
– -$16.4M -129,118 Closed
BCM
924
Bourgeon Capital Management
Connecticut
– -$5.69M -44,826 Closed
SEC
925
Seven Eight Capital
New York
– -$4.38M -34,515 Closed
35 36
37
38 39

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.