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1,061 hedge funds and large institutions have $30B invested in Wabtec in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 329 increasing their positions, 382 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 72

8% more funds holding

Funds holding: 9801,061 (+81)

6% more capital invested

Capital invested by funds: $28.3B → $30B (+$1.72B)

3.15% more ownership

Funds ownership: 88.9%92.05% (+3.1%)

8% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $41.4M

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 382

Holders
1,061
Holders Change
+81
Holders Change %
+8.27%
% of All Funds
13.98%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
164
Increased
329
Reduced
382
Closed
72
Calls
$44.7M
Puts
$41.4M
Net Calls
+$3.37M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
901
Center for Financial Planning
Michigan
$4.36K
DSC
902
Duncker Streett & Co
Missouri
$4.36K
SFGP
903
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.36K +$4.45K +23 New
CTA
904
Colonial Trust Advisors
South Carolina
$4.17K
TFGT
905
TS Financial Group (TSFG)
Illinois
$4K -$387 -2 -8%
BG
906
Bollard Group
Massachusetts
$4K
PP
907
PFS Partners
New Jersey
$3.99K -$774 -4 -16%
SO
908
Sierra Ocean
California
$3.98K +$4.07K +21 New
AA
909
Ancora Advisors
Ohio
$3.8K -$1.35K -7 -26%
AWM
910
Abound Wealth Management
Tennessee
$3.79K +$3.1K +16 +400%
PMFA
911
Plante Moran Financial Advisors
Michigan
$3.79K -$387 -2 -9%
NMG
912
New Millennium Group
Utah
$3.79K +$387 +2 +11%
NECFA
913
New England Capital Financial Advisors
Connecticut
$3.65K
RI
914
Ridgewood Investments
New Jersey
$3.6K
KWAG
915
Kiely Wealth Advisory Group
North Carolina
$3.54K
BCWM
916
Bartlett & Co Wealth Management
Ohio
$3.41K
HWA
917
HHM Wealth Advisors
Tennessee
$3.41K +$1.55K +8 +80%
CSWM
918
Cassady Schiller Wealth Management
Ohio
$3.41K +$1.74K +9 +100%
NC
919
NewSquare Capital
Pennsylvania
$3.41K +$3.48K +18 New
ADL
920
Asset Dedication LLC
California
$3.23K
CA
921
Continuum Advisory
Idaho
$3.22K
AP
922
Atwood & Palmer
Missouri
$3.03K
SSB
923
Sandy Spring Bank
Maryland
$2.88K -$194 -1 -6%
CAS
924
Coppell Advisory Solutions
Texas
$2.86K -$43.4K -224 -94%
HNB
925
Hilltop National Bank
Wyoming
$2.84K -$194 -1 -6%