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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
SA
951
Scarborough Advisors
Maryland
– -$9.01K -71 Closed
NFA
952
Northwest Financial Advisors
Virginia
– -$6.35K -50 Closed
LF
953
Lee Financial
Texas
– -$5.46K -43 Closed
RIM
954
Rockbridge Investment Management
New York
– -$4.7K -37 Closed
NMG
955
New Millennium Group
Utah
– -$2.28K -18 Closed
GFL
956
Granite FO LLC
New Hampshire
– -$1.52K -12 Closed
TFG
957
Team Financial Group
California
– -$1.52K -12 Closed
Lazard Asset Management
958
Lazard Asset Management
New York
– -$1K -11 Closed
FBC
959
Fairfield, Bush & Co
Connecticut
– -$1.27K -10 Closed
DI
960
DAGCO Inc
Ohio
– -$1.01K -8 Closed
ODG
961
O'Dell Group
Ohio
– -$1.02K -8 Closed
TC
962
Truvestments Capital
Florida
– -$768 -6 Closed
MSWM
963
McGlone Suttner Wealth Management
Wisconsin
– -$642 -5 Closed
DEM
964
Disciplined Equity Management
Florida
– -$508 -4 Closed
DWA
965
Dougherty Wealth Advisers
Minnesota
– -$508 -4 Closed
GGI
966
Godsey & Gibb Inc
Virginia
– -$508 -4 Closed
1832 Asset Management
967
1832 Asset Management
Ontario, Canada
– -$381 -3 Closed
EWM
968
Evermay Wealth Management
Virginia
– -$381 -3 Closed
SFFS
969
Stonehage Fleming Financial Services
Jersey
– -$380 -3 Closed
ASBI
970
American State Bank (Iowa)
Iowa
– -$254 -2 Closed
LPP
971
Life Planning Partners
Florida
– -$254 -2 Closed
LFA
972
Livelsberger Financial Advisory
Ohio
– -$254 -2 Closed
AWM
973
Able Wealth Management
New Jersey
– -$131 -1 Closed
CI
974
Cordant Inc
Oregon
– -$127 -1 Closed
MFT
975
Moisand Fitzgerald Tamayo
Florida
– -$127 -1 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.