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980 hedge funds and large institutions have $28.3B invested in Wabtec in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 306 increasing their positions, 365 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 98

12% more capital invested

Capital invested by funds: $25.3B → $28.3B (+$2.99B)

0% more funds holding

Funds holding: 979980 (+1)

1.82% less ownership

Funds ownership: 90.72%88.9% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

16% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 365

29% less call options, than puts

Call options by funds: $69.6M | Put options by funds: $97.8M

Holders
980
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
14.07%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
110
Increased
306
Reduced
365
Closed
98
Calls
$69.6M
Puts
$97.8M
Net Calls
-$28.2M
Net Calls Change
-$178M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
926
Bogart Wealth LLC
Virginia
$909 +$328 +2 +67%
RTC
927
Riverview Trust Company
Washington
$909 +$820 +5 New
GWP
928
Gen-Wealth Partners
Michigan
$757
BFS
929
Burkett Financial Services
South Carolina
$749
MIM
930
Macroview Investment Management
Maryland
$736
TCM
931
Tradewinds Capital Management
Washington
$728
AWM
932
Abound Wealth Management
Tennessee
$728 +$656 +4 New
VAMG
933
Voisard Asset Management Group
Michigan
$728 +$656 +4 New
BLC
934
Brown, Lisle/Cummings
Rhode Island
$727
CSB
935
City State Bank
Iowa
$727
LI
936
Louisbourg Investments
New Brunswick, Canada
$727
TCM
937
TruNorth Capital Management
Michigan
$727 +$328 +2 +100%
PA
938
Pineridge Advisors
Missouri
$727 +$492 +3 +300%
CSC
939
Caldwell Sutter Capital
California
$547
AWM
940
Atticus Wealth Management
Florida
$546
RDFA
941
Ritter Daniher Financial Advisory
Ohio
$546
VWA
942
Valued Wealth Advisors
Utah
$546
MFT
943
Moisand Fitzgerald Tamayo
Florida
$546 +$492 +3 New
IHWM
944
Iron Horse Wealth Management
Iowa
$545
LWA
945
Lowe Wealth Advisors
Maryland
$545
MWM
946
Mascoma Wealth Management
New Hampshire
$545
OA
947
Operose Advisors
Wisconsin
$545
RA
948
Ransom Advisory
Rhode Island
$545
HI
949
Hoey Investments
Pennsylvania
$475
TC
950
Trust Company
Kansas
$364 -$328 -2 -50%

WAB Hedge Fund Activity: Q3 2024 in Review

980 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q3 2024, worth a combined $28.3B — up 12% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WAB positions and 98 closed out — a net gain of 12 holders — while 306 added to existing stakes and 365 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $705M. The largest seller was T. Rowe Price Associates, cutting an estimated $340M.

  • 980 institutional investors held Wabtec (WAB) as of Q3 2024, up from 979 in Q2 2024.
  • Funds reported $28.3B of Wabtec stock for Q3 2024, up 12% quarter-over-quarter.
  • 110 funds opened new Wabtec positions in Q3 2024 and 98 closed out, a net change of +12 holders.
  • The largest Wabtec buyer in Q3 2024 was Fidelity Investments, an estimated $705M added.
  • The largest Wabtec seller in Q3 2024 was T. Rowe Price Associates, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2024.