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775 hedge funds and large institutions have $14.4B invested in Wabtec in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 200 increasing their positions, 319 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 77

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7% more funds holding

Funds holding: 723775 (+52)

5% more capital invested

Capital invested by funds: $13.7B → $14.4B (+$726M)

2.68% less ownership

Funds ownership: 99.35%96.67% (-2.7%)

37% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 319

52% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $61.5M

Holders
775
Holders Change
+52
Holders Change %
+7.19%
% of All Funds
15.27%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
143
Increased
200
Reduced
319
Closed
77
Calls
$29.4M
Puts
$61.5M
Net Calls
-$32.1M
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
101
Capital Investment Services of America
Wisconsin
$15.5M -$86.2K -1,165 -0.6%
State Farm Mutual Automobile Insurance
102
State Farm Mutual Automobile Insurance
Illinois
$15.2M -$2.61M -35,253 -15%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$15.1M -$74 -1 -0%
CCM
104
Clearfield Capital Management
New York
$14.3M +$13.6M +184,000 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$14.3M +$13M +176,152 +2,391%
WBC
106
Westpac Banking Corp
Australia
$14.2M +$13.8K +186 +0.1%
Prudential Financial
107
Prudential Financial
New Jersey
$13.7M -$342K -4,624 -3%
KA
108
Kerrisdale Advisers
Florida
$13.6M +$13M +175,000 New
RJA
109
Raymond James & Associates
Florida
$13.6M -$1.32M -17,784 -9%
Loomis, Sayles & Company
110
Loomis, Sayles & Company
Massachusetts
$13.3M -$759K -10,254 -6%
Mawer Investment Management
111
Mawer Investment Management
Alberta, Canada
$13.2M -$3.71M -50,137 -23%
HCM
112
Hahn Capital Management
California
$13M -$497K -6,711 -4%
JP Morgan Chase
113
JP Morgan Chase
New York
$12.4M -$287K -3,875 -2%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M -$356K -4,806 -3%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$11.8M -$27.3K -369 -0.2%
PTC
116
Petrus Trust Company
Texas
$11.7M -$1.63M -22,000 -13%
DA
117
Duality Advisers
Florida
$11M -$3.71M -50,077 -26%
Canada Life
118
Canada Life
Manitoba, Canada
$11M +$1.17M +15,857 +13%
HP
119
Hikari Power
Japan
$10.6M +$96.2K +1,300 +1%
NC
120
Nicholas Company
Wisconsin
$10.5M +$4.52M +61,050 +83%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$10.2M +$1.07M +14,452 +12%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$10.1M +$703K +9,497 +8%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.96M -$4.8M -64,846 -34%
Asset Management One
124
Asset Management One
Japan
$9.65M -$773K -10,442 -8%
GAM
125
Gotham Asset Management
New York
$8.88M +$8.45M +114,148 New

WAB Hedge Fund Activity: Q4 2019 in Review

775 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q4 2019, worth a combined $14.4B — up 5.3% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new WAB positions and 77 closed out — a net gain of 66 holders — while 200 added to existing stakes and 319 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $154M. The largest seller was Capital International Investors, cutting an estimated $378M.

  • 775 institutional investors held Wabtec (WAB) as of Q4 2019, up from 723 in Q3 2019.
  • Funds reported $14.4B of Wabtec stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 143 funds opened new Wabtec positions in Q4 2019 and 77 closed out, a net change of +66 holders.
  • The largest Wabtec buyer in Q4 2019 was Pzena Investment Management, an estimated $154M added.
  • The largest Wabtec seller in Q4 2019 was Capital International Investors, an estimated $378M sold.

Based on aggregated 13F filings for Q4 2019.