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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
CCS
926
Concentric Capital Strategies
Connecticut
– -$2.56M -20,155 Closed
SCM
927
Soros Capital Management
New York
– -$2.09M -16,458 Closed
DTL
928
Dynamic Technology Lab
Singapore
– -$1.47M -11,547 Closed
QT
929
Quantbot Technologies
New York
– -$1.12M -8,811 Closed
CSS
930
Cubist Systematic Strategies
Connecticut
– -$884K -6,527 Closed
VI
931
Versor Investments
New York
– -$729K -5,746 Closed
OCBCO
932
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$725K -5,716 Closed
FI
933
FJ Investments
Utah
– -$531K -4,186 Closed
PCOC
934
Power Corp of Canada
Canada
– -$498K -3,923 Closed
APM
935
Advanced Portfolio Management
New York
– -$495K -3,897 Closed
TW
936
Transform Wealth
Colorado
– -$448K -3,530 Closed
Wolverine Trading
937
Wolverine Trading
Illinois
– -$474K -3,502 Closed
FA
938
FDx Advisors
Illinois
– -$400K -3,149 Closed
AAS
939
Avantax Advisory Services
Texas
– -$355K -2,798 Closed
CCIA
940
Campbell & Co Investment Adviser
Maryland
– -$323K -2,545 Closed
ACM
941
Andina Capital Management
Utah
– -$282K -2,222 Closed
AF
942
Apexium Financial
Texas
– -$207K -1,631 Closed
WA
943
Wealth Alliance
New York
– -$205K -1,616 Closed
SAI
944
Systematic Alpha Investments
New Jersey
– -$122K -965 Closed
FWM
945
Focused Wealth Management
New York
– -$60.2K -475 Closed
GWS
946
Glassman Wealth Services
Virginia
– -$24.9K -196 Closed
TCWA
947
Turtle Creek Wealth Advisors
Texas
– -$20.8K -164 Closed
IUHSA
948
Itau Unibanco Holding S.A.
Brazil
– -$14.1K -111 Closed
LFA
949
Level Financial Advisors
New York
– -$13.8K -109 Closed
IRC
950
Investors Research Corp
Georgia
– -$12.6K -99 Closed
36 37
38
39 40

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.